Things you need to know Stocks look for stability, but continue to come under pressure as the new FED reality sinks in. Value overgrowth in 2022. OIL – pierces $80/barrel…. expect prices at the pump to surge…. Treasuries are now yielding 1.74% heading towards 2%…. how much more pressure will that put on stocks? Crypto’s [...]
Things you need to know Jay Powell dropped ‘The Bomb on Me’ – Gap Band 1982 Tapering, Rate Increases and Reduction of Balance Sheet to happen simultaneously – OUCH! Investors were surprised…. which leads me to ask – WHY? Try the Potato Gnocchi in a Brown Butter Sage Sauce (Potato Gnocchi are like small bombs [...]
Things you need to know Treasury yields surge to 1.7%, Tech stocks come under pressure Big Cap value in energy, industrial, financials and consumer staples are the beneficiaries. F – rallies 12% after they doubled their manufacturing outlook! (Love Ford) Oil -nearing $80 barrel even as OPEC+ agrees to pump more Try the Grilled Pork [...]
Things you need to know Santa is still hanging around – Investors remain optimistic Apple became a $3 trillion company for 2 mins and this morning it looks like investors will push it even higher 10 Yr. Treasuries now pushing 1.64% and going higher Try the Simple One Pot – Pot Roast So, stocks in [...]
Things you need to know It’s a new year…the slate gets wiped clean Lots to consider in the new year – the FED and mid-terms will be a constant theme. Will CPI and PPI continue to run ‘hot’? Oil after having the best year in a long time – is set to advance again in [...]