Things you need to know Chucky says – “We made a deal – no gov’t shutdown tonight” Next up – the debt ceiling – Anyone want to bet on that outcome? And then we have Infrastructure 1 and 2 – total of $5+ trillion End of the Qtr – get ready for a Santa Claus [...]

Things you need to know  Rising rates send shivers thru financial markets yesterday Tech gets clobbered – creating new opportunities in some ‘blue chip’ tech names Oil continues to surge on worries over supply chain issues as well as rising demand.  Renewables are great, but the need for fossil fuels isn’t going away anytime soon. [...]

Things you need to know – Global markets under pressure – Gas shortages across the UK causing angst – brent pierces $80/barrel WTI following suit – now trading about $76/barrel up 23% since mid-August Jay Powell to explain to Congress why inflation is no longer ‘transitory’ 2 Fed Presidents resign after revelations of massive gains [...]

Things you need to know – It’s a big week in DC…Will the Dems force $3.5 trillion down our throats? Evergrande and Crypto’s are not creating market angst at all…. German elections show support for center left vs. center right 10 Yr. Treasuries heading towards 1.6% – short term cap for markets Try the Tuscan [...]

Things you need to know  Global markets digesting yesterday’s surge higher – no surprise China now has two issues – Evergrande and Crypto Bitcoin and Ethereum under pressure There is no eco data to drive the move, so its all about the continued interpretation of the FED Try the Pan Roasted Chicken in a Dijon/White [...]

Things you need to know  *             Jay is both Hawkish and Dovish – figure that one out! *             Markets focus more on the Dovish commentary – again accentuating the positive vs. the negative *             Global markets are all higher at 6:30 am *             China warns the country to prepare for a possible storm over the [...]

Things you need to know  Evergrande is set to make at least one of their payments tomorrow – PboC injects $14 billion into economy…. Asian markets mixed, European markets higher and US futures higher as well Countdown to the FED…. T- 8 hrs. until the announcement – What will the Dot Plot suggest? I’m having [...]

Things you need to know  Was the Evergrande crisis a moment in time? Stocks around the world are in RALLY mode after investors discount the panic over an Evergrande default. Today starts the FOMC meeting…. along with all kinds of speculation – Will the FED remain in a dovish stance? Try the Italian Wedding Soup [...]

Things you need to know  Evergrande causing global angst – Markets around the globe getting slammed.  Is this another ‘Lehman Moment’? 72 hrs. until the FED announcement…. Will we get any clarity on the plan? Nat Gas – continues to soar – Europe getting hit incredibly hard – Try the Linguine Puttanesca Stocks are now [...]

Things you need to know  Eco data is strong – the consumer is fine Philly Fed Survey is strong, manufacturing is healthy Oil demand is up, sending prices higher (imagine that) It’s the Weekend – Try the Green Tomato Bruschetta My appearance with Charles Payne on Making Money yesterday on Fox Business….(Click below) – We [...]