Things you need to know – Moderna CEO Bancel is apparently the new Siren…. We went from ‘don’t worry’ to ‘not so sure it isn’t worse’ – which I think is debatable. Oil, stocks, crypto and the dollar all under pressure, Bonds up, Gold Up J&J (Jay and Janet) to address the Senate today….Concerns are [...]

Things you need to know – S.A. Says ‘Don’t worry…’  as a dozen nations ban travel to and from S.A. Global markets are now in rally mode – Europe UP, US futures pointing up FED not expected to change the schedule Portfolio managers and asset managers back at their desks – Cooler heads prevail Try [...]

Things you need to know  Clarity restored at the FED…. Jay gets the nod and Lael gets elevated to vice chair Joey to announce a release of oil from the SPR today…but will that really solve the problem? Treasury rates rise, investors are now betting of an interest rate rise may come sooner Lots of [...]

Things you need to know  It’s a holiday week – the market usually advances Continued inflationary pressures leave some to consider chicken? Lizzy Warren is blaming rising oil prices on price gouging – laughable All eyes remain on focused on the WH and its FED announcement – Has the mkt voted for Lael? Try the [...]

Things you need to know  Investors are in love with retailers and semi’s Do not expect Holiday Sales – ain’t happening. Madam Lagarde says rates will NOT rise in 2022 EV’s are in a bit of a retreat…. Here are the Ravioli’s in a Classic Bolognese Sauce  It’s a consumer palooza – retailers basking in [...]

Things you need to know  Inflation and Supply Chain Issues continue to cloud the outlook Joey now asking Asian nations to coordinate a release of SPR’s to help calm prices We continue to wait for a FED Chair nominee….Larry Summers??? Oh NO! Will the BoE – have first mover advantage? Try the Mud Pie – [...]

Things you need to know Retail sales show that inflationary prices are not slowing the consumer Joey still hasn’t announced his pick for FED Chair – leaving investors to speculate 21st century EV’s continue to push higher…. Are investors missing the boat with F & GM? (Or any of the others?) What is Chainlink and [...]

Things you need to know Investors become a bit cautious – markets churn WH says a FED announcement is imminent…. Odds favor Jay over Lael 60/40….but it might be too close to call… Treasuries are kissing 1.6% as investors consider the pace at which the FED moves on tapering, Gold lifts its head…. Crypto’s under [...]

Things you need to know  Stocks churning as investors reconsider the outlook Dollar continues to push higher Oil holding onto $80/barrel  – Will Joey release reserves? Big retail week – How will the consumer perform? Joey to sign the 1st infrastructure bill Try the Limoncello Stocks rose on Friday ending the week just slightly higher [...]

Things you need to know  Markets churn a bit higher Electric Vehicles stealing the spotlight and investor dollars Dollar continues to rally – putting pressure on commodities – think oil Lots of DC chatter – nominees and spending….what does it all mean? Try the Classic Mashed – Another Thanksgiving must have The Dow continued to [...]