Things you need to know. China comes down hard on DIDI – stock falls 21% – weaker again today. Services PMI misses the mark – causing some to scream ‘slowdown.’ FOMC mins due out today at 2 pm…Dovish or Hawkish? Oil up 1.6%, No OPEC deal yet…Demand is strong. Try the Shrimp Scampi over Linguine Danger, Will Robinson, Danger! (For …
It’s a Goldilocks Economy, 10 Yr Falls, Stocks Rise, OPEC Fails to Agree on a Deal – Try the Roast Pork Loin w/Peaches and Honey
Things you need to know. NFP reports suggests a ‘goldilocks recovery.’ 10 yr. treasuries fall again – giving more fuel to equities. Dow, S&P and Nasdaq all notch new closing highs OPEC+ remains in turmoil – no production increases on the horizon – Oil surges up and thru $76/barrel. REvil – launches a global supply chain ransomware attack. Try the …
OPEC Postpones Decision, Oil Surges, Jimmy B is a Comedian & Xi Xi Makes a Veiled Threat – Try the Baked Wings
Things you need to know. OPEC has an internal fight, oil surges Xi Xi – turns up the temperature on Taiwan, what will Joey do? Will the NFP surprise or disappoint? Investors await Jimmy B – becomes a comedian….LOL Try the Baked Wings And the economic reports continue to come in strong fueling another advance ahead of today’s all-important NFP …
Energy ends the 1st half up 42%! Value beats Growth – Try the Summer Pasta
Things you need to know. Value stocks end the quarter on a plus tick, while growth stocks end on a minus tick. Energy ends the 1st half up 42% while Utilities eke out a 1% gain. Treasuries at 1.48%, DXY at 92.49, Oil at $74.50 while gold sits at $1,776 Eco data today and tomorrow will drive the action. Try …
Its the End of the Quarter & Half! – Try the Grilled Pork Chops
Things you need to know. Conference board suggests Americans are optimistic. Today marks end of month, quarter, and 1st half of 2021 – expect plenty of window dressing. ADP And NFP will be the drivers this week as we move into the long weekend. OPEC to announce their next move tomorrow – Oil is up and likely to go higher. …
Banks Reward Investors; Ark Files for a New Fund – Try the Chicken Scarapiello
Things you need to know. Stocks push higher as any and all concerns abate The big banks reward investors…big divvy increases and buybacks 10 Yr Treasury remain quiet, Gold backs off, Oil holds tight Cathie Wood – files for a Bitcoin ETF Try the Chicken Scarapiello Stocks continue to push higher…in a clear sign that investors are not concerned at …
Biden Backtracks; Earnings only 2 weeks away; OPEC + Meets on Thursday – Try the Cavatappi w/Broccoli
Things you need to know. Stock’s churn – S&P makes a new high, Nasdaq under a bit of pressure. Biden ‘backtracks’ and promises to sign part 1 without a part 2. Dems not happy Investors prepare for another strong earnings season. OPEC + meets on Thursday, oil continues to march higher. Lots of eco data this week – Friday’s NFP …
Part 1 of a Deal is Done? Banks Pass Stress Tests – Try the NE Fried Clams
Things you need to know. Biden says ‘a deal is done’ but then says ‘maybe not’ Lizzy Warren and the progressive left are enraged FED’s pass every bank on the stress tests – expect divvy and buybacks to surge Try the Cape Cod NE Style Fried Clams (Yum!) The headlines tell us that stocks marched higher because an ‘infrastructure deal’ …
Bostic Floats 2022 Keeping it in Play; Indexes at all Time Highs -Try the Rigatoni
Things you need to know. Bostic says 2022, Powell is sticking to 2023 – but it is IN play Indexes closer to all time highs, VIX plunges suggesting too much complacency Oil – Demand is strong, inventories are down, prices going higher Bitcoin holding the neckline – but it’s not over….. Try the Rigatoni Stocks traded in a tight range …
Jimmy was a Flash in the Pan; Listen to Jay – Try the Grilled Shrimp
Things you need to know. Jimmy Who? Powell and Harkins disregard his commentary, Algo’s loved it. This was a ‘technical bounce’ not a fundamental shift in psychology Stocks up, Yields up, Oil up, Dollar up, Vix down, Gold down Bitcoin gets closer to the danger zone – expect the media to bring out all the big boys telling us to …
