Things you need to know. Japan and Taiwan monitor the Chinese warship in the East China Sea Janet Yellen lobs in a comment – hitting investors upside the head. Oil surges up and thru $65/barrel as crude stockpiles plunge suggesting strong demand – hello? US futures are up today, European markets are up +1% as well. Try the Vegetable Paella …
Value Wins the Day; TECH Under Pressure; 2 FED Speakers today – Try the Pan Seared Pork Chops w/Caramelized
Things you need to know. Investors trade tech names for recovery names It is the Growth vs. Value Play and yesterday – Value won. ISM Prices Paid – Is it sounding the alarm bell? Two FED speeches today…Evan’s and Mester – Listen to what they say. Oil up 1.6% as demand surges, the 10 yr. stuck at 1.61% Try the …
Pers Income UP 21.1%? End of Month Re-balance – Try the Grilled Shrimp on a bed of Orzo
Things you need to know. It was month end – Stocks declined; Now it is May – Stocks Advance Household income surges to 21.1% – US spending up too – but what caused the surge? Was it real? Global Semi-conductor shortages affecting more than just cars. Expect further supply chain disruptions and higher prices. Oil declines, dollar advances and the …
Just a few of Jay’s FAVORITE Things! – Try the Spaghetti w/Asparagus
Things you need to know. It is just a few of Jay’s favorite things… (Read on…) Amazon SMASHES it…. Duh! End of month rebalance – US futures dip. Dollar steady, oil steady Try the Spaghetti w/Asparagus, Garlic & Pancetta (splash of wine) Investors/traders and algo’s all celebrated Jay Powell’s presentation on Wednesday, the strong economic data that hit the tape …
FED Stands Pat, Apple BLOWS IT OUT Again – Try the Apple Pie
Things you need to know. Jay hold the line and stays put – NOTHING changed Apple and FB – blow the roof off Biden addresses the nation – ‘inaction is not an option’ The Dollar breaks down, 10 yr Treasury is up Oil kissing $65 – what’s next Try the Apple Pie (Who doesn’t love Apple Pie?) Stocks were mixed …
GOOG Smashes it! Bernie Can’t See Straight; Apple and FB After the Bell – Try the Sweet/Sour Chicken
Things you need to know. Google smashes it on EVERY metric…..stock up $110 in pre-mkt MSFT beats and traders are unhappy – stock quoted down $6 in pre-mkt FED to release FOMC mins at 2 pm – Listen for any change in anything he says Joey to address the nation and drop another $1.8 trillion bomb on us Apple and …
Morgan Stanley Calls for a 10 – 20% Correction by July – Try the Easy Pork Loin
Things you need to know. Stocks attempt to march higher and stall FED policy announcement due out tomorrow at 2 pm TESLA beats on all measures – traders send it lower apparently unsatisfied Apple, Amazon, FB, XOM, MA & F all due out this week Oil – trading up – no surprise there Morgan Stanley calls for a 10% – …
Biden Floats a 43.4% Cap Gains Rate; Crypto Gets Slammed – Try the Baked Pasta
Things you need to know. Biden Administration LEAKS the capital gains plan and investors vote NO Algo’s go into reverse in an Sell First Ask Questions later mode Existing Home Sales and PMI’s are expected to show more strength bolstering the recovery argument Bitcoin and other cryptos collapsing under their own weight Oil trades up as the focus turns to …
Investors Go Shopping; ECB Stays Put – Try the Lemon Chicken
Things you need to know. Investors go on a buying spree – Russell up 2.3% Guggenheim suggests a big BOND Rally – Stocks to follow Earnings growing 38% on avg beating the 25% expectation. Bank of Canada? The first to move. ECB stays put. Crude Inventories rise – putting pressure on the recovery story. Try the Lemon Chicken Investors went …
Stocks Down for 2 Days! Call the Police! NFLX Beats & Gets Punished – Try the Veal Saltimbocca
Things you need to know. Stocks fall for a 2nd day and some are asking why? Bubble’s bubble’s everywhere….. Guggenheim predicts a bond bull market! Doggy Coin fall 15% NFLX gets punished – Subs missed by 35% Try the Veal Saltimbocca Stock’s stumble and the media suggests that Wall St cannot seem to explain it……Are you kidding? Can you say …
