Things you need to know. – My internet was out until now! (Thus the tardiness) – Stocks got whacked, the 10 yr kisses 5% – JJ to give a speech today…what will he say? – Geo-political issues enveloping the world now…XiXi, Vlad and Chubby all in bed together – Arab States call for an oil embargo on Israel – Try …
Macro Data suggest both strength and weakness, Mid-East Conflict Intensifies, Oil Surges – Try the Tuscan Soup.
Things you need to know. – Fighting intensifies in the middle east all while Jo Jo lands in Tel Aviv – Macro data confirms strengths and weaknesses. – Yields rise across the curve – the 10 yr. is yielding 4.83% – Earnings continue to ‘beat’, yet the market remains confused. – Oil kisses $90/barrel – Think Mid-East conflict. – Try …
Mama’s & Papa’s – Monday, Monday! Stocks Surge & Yields Rise? – Try the Capellini w/Roasted Tomato Sauce.
Things you need to know. – Another Monday Rally – but is something a bit amiss? – Nations around the world trying to use diplomacy to diffuse the Israel/Hamas conflict. – Vlad rallies his troops (get a load of this)– Egypt, Syria, Iran, and the PLA – China supports Hamas and calls for a cease fire. – Treasury yields rise, …
Remember the Loan Loss Reserve Acct! More Banks Report this Week – Try the Bucatini w/Butternut Squash.
Things you need to know. – Earnings season kicks off with the banks…. It’s both good AND bad. – This week is about the regionals…. along with NFLX & TSLA – Gold and Oil surged last week, both are retreating a bit this morning. – The war in Israel continues to heat up, Palestinians on the move. – More FED …
CPI? LoL – What did Expect? GOP Puts the House in Disarray, the War Heats UP – Try the French Roasted Chicken.
Things you need to know. – CPI comes in HOTTER. – Middle East temperature about to go higher. – 8 GOP House members continue to disrupt the process; Democrats licking their chops. – And Earnings are out…and they are NOT disappointing anyone… – Try the Roasted Frech Country Chicken **I will be on Fox Business with Stuart Varney today from …
CPI? Hot or Cold? Fed Mins Reveal Split, Investors jump into Safety – Try the Puttanesca.
Things you need to know. – CPI is only moments away. – Yesterday’s PPI was HOTTER and STICKIER – FED Mins reveal a split. – Investors piling into the safety trades – Bonds and Gold – DAL joins PEP – and reports ‘better than expected’ – HELLO? – Gold UP, Oil UP, Dollar Down – Try the Puttanesca The day …
Risk Off – turns to Risk On, Fed Changes Narrative, Mid-East Conflict Enters 5th Day -Try the Chicken Soup.
Things you need to know. – Israel takes control of their border. – Risk off – turned to Risk on as the FED made some ‘neutral comments. – Energy and Defense stocks surge – PEP reports and beats while raising guidance. – Gold Up, Oil steady and the Dollar down – Bonds prices up sending yields down. – Try the …
A Strong NFP report sends Stocks UP, now War in the Middle East – Creates a new Level of Anxiety.
Things you need to know. – War in the Middle East – Hamas attacks Israel from the North and South – 1200 dead. – Netanyahu prepares response. – Global markets skittish – Bond Market closed today; Stocks are lower. – Safety Trade is alive and well. – Try the Eggplant Meatballs. And now it’s more GEO-POLITICAL risk….Hamas attacked Israel in …
The Clock Ticks….Mkts Wait… -Try the Halibut.
Things you need to know. – Markets await today’s NFP report. – Futures an inch higher in anticipation of a weaker report. – Europeans are betting on a weaker NFP report. – The bond markets are unsure…but leaning towards stronger. – Dollar down, gold steady and Oil down. – Try the Halibut My appearance with Charles Payne on Fox Business …
Wait! Stocks Rallied? Bonds Rallied? What Happened? – Try the Angry Lobster.
Things you need to know. – Relief rally – don’t go out dancing just yet. – More FED speak – what will the message be today? – OIL falls 5%…. they floated a ‘demand destruction’ story again…. – Bonds rally – on the idea that the FED is done hiking… (oh boy) – Try the Angry Lobster Stocks ROSE!!! The …
