Things you need to know And the crumble continues – Stocks continue to re-price Crypto’s not immune – as prices tumble SARK is the way to play Cathie Wood from the Short Side The FED is the KEY data point this week – they need to take back control of the conversation GS and MS [...]

Things you need to know  And the rally fades…. stocks end on their lows…expect further weakness ahead. Financial and political headlines causing global investor angst FED losing control of the conversation is NOT helping the tone ahead of their FOMC meeting next week Global markets all lower – S&P now about to test its 200 [...]

Things you need to know  Holy Smokes Batman!  Nasdaq now in official correction territory Stocks continue to come under pressure as confusion reigns about coming FED policy Oil up on demand and geo-political pressure in Russia and the Mid-East 10 Yr. Treasuries now kissing 1.9% and going higher FOMC meets next Tues/Wednesday Try the Linguine [...]

Things you need to know  And the theme continues to play out – “There is real wage inflation everywhere in the economy” – Davey Solomon Crude oil hits a 7 yr. high on strong demand and rising geo-political concerns ATT and VZ temporarily halt 5G signals near airports as safety concerns build Billy Ackman is [...]

Things you need to know  There is a Theme playing out – Why should I stand in the way? Global markets under pressure again, 10 yr Treasuries kiss 1.85% Bank earnings beat on the bottom line, investors/traders and algos hit the SELL button – Buyers are not ‘standing the way’ Oil up again….as the demand [...]

Things you need to know Nasdaq gets clobbered, PPI at 40 yr. highs The FED prepares to ‘shock investors’ Lael Brainard sweeps the Senate Panel off their feet The Majority of FED Presidents now support aggressive moves And earnings…BLK, JPM AND WFC all beat on the bottom line Try the Linguine w/Artichokes and Pancetta Who [...]

Things you need to know  CPI is as HOT as it was in 1980 – yet yields didn’t move??? PPI is due out any moment – will it pierce 10% The Dollar index falls, helping to send oil and other commodities higher Earnings season officially starts tomorrow…. Financials in focus Talk of 4 rate hikes [...]

Things you need to know  Jay Powell managed to play on both sides of the fence Algo’s and Traders took his comments as dovish – stocks rallied CPI is out today…. T-1 hr., PPI is due tomorrow Oil – surges up and thru $81/barrel and going higher The dollar index breaking lower Try the Shrimp [...]

Things you need to know  Let’s be clear – It’s all very orchestrated Stocks plunge and then attempt to rebound on a buy the dip play 10 Yr. Yields surge up and thru 1.8% – yr. end targets now have a 3 handle Crypto’s under pressure – Bitcoin about to experience a ‘death cross’ and [...]