Things you need to know. – Stocks did nothing as we wait…. – Bonds did nothing as wait…. – Oil fell by 2% and is down another 1% today. – Gold holding steady in mid-century. – NVDA after the bell but so is CRWD, CRM & HP – Try the Stuffed Chicken Cutlets Carly Simon – 1971 “Anticipation – is …
JJ Signals Imminent Rate Cuts, Mkts Surge, NVDA up Next – Try the Cavatappi
Things you need to know. – JJ ‘Locks it in’ – a September rate cut is all but in the books. – NVDA – steals the spotlight this week and the sense is that they better blow the galaxy up because this Mag 7 rally is depending on it… – RFK Jr. ends his campaign and joins the GOP…. Democrats …
Stocks Pull Back as Investors Brace for JJ’s Pivotal Speech: Slow and Steady Wins the Race Amid Economic Uncertain…
Things you need to know. – It is Jackson Hole day…. Do not expect a Jumbo announcement. – Next week it’s all about NVDA. – Kammy accepts her nomination. – Labor Day is coming as so is market weakness. – Try the Sea Bass. Stocks pulled back ahead of JJ’s speech as investors brace for a ‘reality check’ in aisle …
Payroll Revision Reveals Labor Mkt Cooling: Fed Faces Pressure for Bigger Rate Cuts as Markets Rally/Try the ‘BALO…
Things you need to know. – The BIG number wasn’t that BIG of a deal. – FOMC mins do not reveal anything new. – FED to cut by 25 bps, while some are still calling for 50 bps. – Mkts teasing the high…. Will it stall? – Try the Baloney (Bologna) Sandwich So that BIG number – The ‘Preliminary’ Annual …
Markets Churn Amid Speculation on Fed’s Next Move – Investors Cautiously Await Jackson Hole Insights/Try the Class…
Things you need to know. – Stocks take a break. – BLS is due to make that revision today. – Don’t expect the Fed to be surprised. – JJ to speak on Friday at 10 am. – Try the Classic Bolognese Churn, churn churn – stocks did nothing really…. after a stunning rally that took stocks up dramatically over the …
Momo Traders Drive Stocks UP, Fed Watch Intensifies, Plus Uncle Warren’s AAPL Regret and NVDA’s Meteoric Rise/Try …
Things you need to know. – UP, UP and Away – the Momo guys are in high gear. – AAPL up 30% since Uncle Warren sold half his position. – NVDA up 40% in 2 weeks. (Earnings out on the 28th). – Oil down 3%, Gold UP and Bonds Flat. – Jo Jo says Goodbye…. – Try the Chicken Thighs …
Market Resilience, Jackson Hole Anticipation: A Week of Surprises and Strategy – Try the Pasta Carbonara
Things you need to know. – Stocks advanced going into the weekend. – It’s all about the Jackson Hole Boondoggle – DNC meets in Chicago. – Try the Pasta Carbonara Ok – so stocks rallied into the end of the week in what has been a stunning show of strength. – The Dow up 97 pts or 0.25%, the S&P …
Retail Surge Fuels Mkt Rallies as WMT Dominates, But Will Housing Data Cool the Hype? Try the Pork Cutlet Milanese…
Things you need to know. – Retail Sales explode higher. – WMT Blows the house off the foundation. – Stocks rally, Bonds fall, Oil up, gold down – Housing and Building Permits today. – Try the Pork Cutlet Milanese Jackie Wilson – 1967 – This is all you need to know about what investors think about the US markets (as …
CPI Report Aligns with Expectations, Fed Likely to Cut 25 Bps in September Amid Slowing Inflation and Cooling Job …
Things you need to know. – CPI does not surprise – it’s all systems go… – Stocks Rally, Bonds Advance – Oil under pressure, Gold suffers some profit taking – Retail Sales due out this morning. – Try the Chicken Pieces with Hot Sausage and Cherry Peppers. CPI comes in as expected so nothing to report here….and nothing to change …
Mkts Surge as Cooler PPI Sparks Rate Cut Speculation: Investors Eye Potential 105 bps Reduction by Year-End/Try th…
Things you need to know. – PPI causes the algo’s to go into overdrive. – Stocks and Bonds Rally – We await this morning’s CPI report. – Oil churns – China demand slows while US demand is strong. – Gold remains north of $2500. – Try the Risotto All’ Amarone And BAM! Stocks rallied; bonds rallied causing yields to fall …
