Things you need to know: Ok – so Tech is reborn and everyone is piling in… Apple creates a new set of ‘groupies’ SNOW is about to blow the roof off the house in its IPO debut The FED announces at 2 pm – no change expected…but investors will listen for clues 3Q Earnings reports will put a new focus …
Merger Mania – Try the Striped Bass
Things you need to know: It’s a TECH Merger Mania Nvidia scores BIG – expect AI to invade every part of your life beyond where we are NKLA fights back – as the stock continues to collapse OIL rallies – IEA cuts estimates for 2020 – joining the industry Apple sponsors its ‘Time Flies” virtual event Try the Striped Bass …
The Wild Ride Continues – Try the Rib Eye
Things you need to know: The ride continues – and stocks are surging this morning… Are the markets ready for what could be a contested election? Virus cases re-emerging around the world – suggesting that no one got it right OPEC cuts 2020 forecast and trims 2021 ahead of Thursday’s meeting Try the Rib Eye in a San Marzano Sauce …
Shake the Branches – Try the Minestrone
Things you need to know: It is Friday, September 11, 2020 – 19 years ago – it was a moment that changed our lives. Mkts get banged up yesterday but US Futures are attempting to surge once again. DC fails to pass another stimulus bill – I say – Stop paying them… Buyers cancel inline demand and Sellers ‘panic’… Try …
A Dead Cat Bounce? – Try the Angry Lobster
Things you need to know: Stocks ripped higher – in a ‘snap back’ rally What has changed? Nothing Markets must test trendline support 2 more times API reports a build in oil inventories – Will the EIA do the same? ECB to announce the latest policy moves – no change expected Try the Angry Lobster Stocks ripped higher in what …
The Selloff Continues – Try the Try the Chicken/Sausage and Sweet Vinegar Peppers
Things you need to know: The selloff continues but let’s not get hysterical… it is September Now the market is all about TESLA? Ridiculous Gamma Squeeze/Reverse Conversions – all very complex In the end – it’s a come back to ‘reality’ move – nothing more Long Term Investors be patient – while the Day Traders Puke Try the Chicken/Sausage and …
Tech Takes it on the Chin – Try the Maltagliati Pasta & Beans
Things you need to know: Welcome Back! We are now in the throes of the election cycle While Eco data is improving – virus cases remain stubborn around the world 56 Days until the election…will we have a winner on the 4th? Who decides the efficacy of a vaccine – Trump or the Scientists? Gold and Oil under pressure as …
Jay Seals the Deal – Lower for Longer/Try the RibEye Tagliata
Things you need to know: Jay Powell makes his announcement – global investors try to sort it out Trump accepts his party’s nomination – and here we go… Dems and GOP still don’t have a deal on a virus stimulus package Next week is a big vacation week – don’t expect much to happen Try the Sliced Rib Eye – …
FOMU is the new FOMO!/Try the Cavatappi w/Green Pea Pesto
Things you need to know: Eco data drives stocks higher FOMU is the new buzzword for Asset Managers Global investors prepare for Jay Powell’s speech today Trump to accept GOP nomination Try the Cavatappi w/Green Pea Pesto Economic data yesterday was just the latest headline to drive markets higher – yet again – as the MOMO guys (momentum) keeps the …
What Would Charlie Say?/Try the Porcini Rub
Things you need to know: It’s a quiet week – so sit back and enjoy US/China come to the table – Markets approve RNC convention enters 2nd night – Lobsterman, Dairy Farmers and Melania take the stage What would Charles Dow Say about his index now? Oil breaks OUT – piercing resistance at $43.25 Gold awaits more trade discussions along …
