Things you need to know – Another year has come and gone….and we are all one year older…. I wish you all the very best and hope that the new year brings you peace, joy, good health love of family and friends and continued success and prosperity. See you on the other side! Frankly, my [...]
Things you need to know – Stocks push higher and higher as investors and PM’s do some window dressing Oil – back in the high $70’s – on its way to $80+ Treasuries churning at 1.5% ish…. leaving many to wonder why? Consider building in some downside protection for January/February Try this version of Pasta [...]
Things you need to know – Markets pushed higher into Christmas – US futures are pointing up this morning as we begin the week Treasuries holding steady at 1.49% Oil down $1 as thousands of flights get cancelled (Opportunity!) 2022 – will be an interesting year…. FED, Elections, Legislative Policy, and the Economy all top [...]
Things you need to know Omi who? Markets push higher all while NYC, Chicago & LA go into a self-imposed lockdown PFE on the verge of getting FDA approval for a new ‘covid drug’ Lots of eco data today but none of it means anything. Global markets all trending higher awaiting Santa Claus Try the [...]
Things you need to know What was all the panic about? Covid – That would be a mistake Policy decisions and macro data and company/industry news should be your drivers Global markets all higher today, but I think Santa is still in lockdown mode Treasury yields up, Oil up, Dollar up and the Vix is [...]
Investor’s re-think everything – as Santa Claus gets ‘locked down’ Hysteria around rising case counts vs. severity counts – there is a difference Europe threatens renewed lockdowns, US is said to be mulling it over as well – Blue states on the edge MRNA comes out and reports efficacy rates for their ‘booster’ (conveniently it’s [...]
Things you need to know Investors re-think the commentary It’s a big options trade day today and many are pointing to that to explain the weakness BoE raises rate taking first mover advantage, the ECB stands still Oil rallies yesterday on increased demand and falls today on increased cases of Omicron – Yet GS has [...]
Things you need to know History does repeat itself…. Get to know the 1978/79 Wage/Price Spiral In this case – it’s good to be a dinosaur – because WE remember what happened. Expect markets to churn into the 2 pm hour – when the show starts. IEA cutting demand for oil because of Omi – [...]
Things you need to know There is an ELEPHANT in the room and his name is Dumbo…. Market weakness is not about Omi, Delta or even Covid 19 PPI report expected to be even HOTTER than the already HOT estimate FED announcement tomorrow – The Q is about rates not taper. Try the Linguine Puttanesca- [...]