Things you need to know. It was a global celebration! Stocks surged around the world. Apparently, everyone worried about where US 10 yr. yields are going. Eco data remains strong, almost too strong. Fundamentals continue to suggest higher rates so expect volatility to continue. Dollar rallies a bit, commodities decline, OPEC hints at supply increases. Try the Champagne linguine w/ …
Rates, Rates, Rates….Which Rate Will You Focus on? – Try the Chicken Pizzaiola
Things you need to know. Rate surge caused market to stumble – Stocks took turns getting hit. Reassurance by central banks is helping yields to back off – Stocks around the globe rally and – Goldy says ‘don’t be ridiculous.’ CDC approves the J&J vaccine, and the House passes a $1.9 trillion relief bill. CPAC votes for Donny in 2024….oh …
Treasury Yields Challenge S&P Divy Yield; Stocks Suffer – Try the Sole Meuniere
Things you need to know. Yields surged up and thru 1.5% challenging the S&P 500 Dividend Yield Eco data continues to exceed expectations. Nasdaq and Russell get hit hard, S&P and Dow not so much. Futures lower again – Will the S&P now pierce key trendline support. Oil pulls back a bit and Bitcoin takes a breath. Try the Sole …
It’s About the Theme! – Try the Marinated Pork Loin
Things you need to know. Its all about the THEME Stocks did a 180 yesterday and are breathing today. Dollar continues to weaken – sending commodities up again. Dollar continues to weaken – supporting the big multi-nationals too! Wil today’s macro data continue to ‘exceed expectations?’ Try the marinated Pork Loin. The THEME: Exceeding Expectations…. across the board – the …
Powell Rescues the Day! Investors go for the Dip – Try the Linguine Try-Colore
Things you need to know. The decline was brought to a halt as Powell confirmed the FED’s commitment. Inflation? Do not be ridiculous – move on, nothing to see here. Yields? 3% is now what they want us to believe is the tipping point. Weaker dollar is supporting commodity prices – complex up across the board. Bitcoin – gets slammed …
Stocks getting Slammed; How Hot is Hot? – Try the Glazed Chicken Breasts
Things you need to know. Tech got crushed yesterday and is getting crushed again today. Investors now taking notice and re-pricing the broader market. Yields and Inflation now front and center in investors’ minds. Fed Chair Powell to address Congress today…. Everyone will be listening. Oil up 5% in 2 days, and Bitcoin down 22% in 2 days Try the …
Lonnie Tweets about Bitcoin; Yields Rise/Stocks Fall – Try the Lamb Shank Osso Bucco
Things you need to know. Stocks continue to waver ahead of a rise in rates. Lots of talk about where is the line in the sand. France and the UK discuss re-opening, German IFO data rises. Lonnie Musk questioning the value of Bitcoin – on Twitter – ending it with LOL! Oil teasing higher as Texas re-opens. Try the Lamb …
The Circus did not Disappoint; Mkt Retreat; Oil Subsides – Try the Pasta Piselli
Things you need to know. To call it a circus is insulting the circus – Lack of understanding is dangerous. GME down another 11% to end the day at $40.69. Yellen pushes for the ‘big package’ and appears to throw support behind Bitcoin. Oil retreats as Texas comes back online – although the state is still a mess. US futures …
The Clowns are in Town – Try the Baked/Broiled Salmon w/Champagne Cream
Things you need to know. Eco data suggests inflation may start to run ‘hot’ Yields surge and shake investor commitment until Powell assures us not to worry The Clowns are coming to town Oil continues to go up as the storm ravages 75% of the country Bitcoin holds $51,000 Try the Baked/Broiled Salmon w/Champagne Cream My TD Ameritrade interview with …
Bitcoin Trading at $51,500; Yield Tease 1.3%, Mkts Pause – Try the Veal Chop
Things you need to know. Bitcoin pierced $50k and is now up another $3k this morning Investors mull what a 10 yr at 1.3% means (or not) Two storms slam the country – sending oil surging Uncle Warren reveals two new positions….VZ and CVX Try the Grilled Veal Chop And so, it begins…. Bitcoin pierces $50,000 – doubling in value …
