Things you need to know: POTUS & FLOTUS are diagnosed with Covid Markets plunge – but rally off the lows as we assess the real risks Science suggest that he has a 97% chance of a full recovery – so is the action a premature reaction? Eco data today becomes ‘almost’ irrelevant. Markets always price in the worst – in …
Stimulus Talk Changes the Tone – Try the Champagne Pork Chops
Things you need to know: Stevey changes the tone of the market at 9 am Delivering Alpha (CNBC Conference) is another success The airlines are counting down til midnight – what’s next for that industry and the economy? It is now the 4th quarter – only 85 shopping days til Christmas! Try the Champagne Pork Oh boy… what a day… …
The Debate was a Disaster – Try the ‘Old Fashioned’
Things you need to know: The debate was a disaster – leaving voters disgusted Expect a contested election – markets will remain volatile REGN announces more good news surrounding their Covid19 drug Oil breaches trendline support – as demand/supply concerns mount Try the ‘Old Fashioned’ Chaos in Cleveland – have you ever seen anything like it? Right before the election …
The Circus is Coming to Town! – Try the Chicken Thighs w/Pancetta and Balsamic Vinegar
Things you need to know: It’s all about the debate tonight – Politics driving the action Biden economic plan/tax plan will be front and center Nancy and Chucky attempt to compromise, Stevey still out Will Trump taxes really make a difference to voters? 50% yes, 50% no! Try the Chicken Thighs w/Pancetta and Balsamic Vinegar Stocks surged out of the …
Stocks Live to Fight Another Day – Try the Pasta Fagioli
Things you need to know: The fight continues as investors/trader and algo’s look to sort the data Take a look at the sectors – there is a rotation going on and in that is opportunity Big macro data week – NFP on Friday – last report before election Tensions continue, expect volatility to remain 1st Presidential debate tomorrow – it …
Patience is a Virtue – Try the Roast Sirloin
Things you need to know: Patience is a virtue – Stick to the plan End of Quarter Window Dressing in full speed mode Nancy and Stevey try to have lunch and renegotiate – not happening Republicans assure country of a peaceful transition if they lose (no matter what Donny says) Joey wants to change the rules on the IRA – …
Stocks Went Up! Yahoo! – Try the Linguine Aglio e Olio
Things you need to know: Stocks went up! Most of yesterday’s move was ‘technical’ NKE blows the roof off the house and Xi Xi opposes TikTok deal Powell on Capitol Hill again Don’t get comfortable just yet… Try the Linguine Aglio e Olio Stocks went up yesterday… Go figure! Can you believe it? After the most recent beating which took …
A Last-Hour Boost – Try the Pumpkin Risotto
Things you need to know: Early voting is underway so let the games begin Market action being driven by the noise vs. the fundamentals Tech does an abrupt turnaround in late-day trading The UK about to announce new virus controls – a second shutdown? Try the Pumpkin Risotto Dow, S&P, Nasdaq, and Russell get smushed… Stocks close broadly lower – …
Markets are Under Siege – Try the Fish & Chips
Things you need to know: Global Markets under siege – Virus, Vaccine, Banks, Tech and death of RBG 5 global banks alleged to have ‘laundered’ money on behalf of some ‘bad guys’ Tech continues to come unglued – as algo’s run for the exits Tech is more than 5 stocks – don’t make emotional decisions (see link) ORCL/WMT make TikTok …
When Zero is Not Enough – Try the Risotto Amarone
Things you need to know: So 3 yrs of zero rates isn’t enough to keep them happy? Maybe it’s just that stocks are a bit ahead of themselves No eco data today to drive the action Global markets marking time S&P held trendline support – will we test again today. Try the Risotto Amarone So I guess the idea that …
