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 [...]

Things you need to know  CPI is HOT, HOT, HOT…. but Jay is undeterred Investors need to consider the reality of what this HOT CPI means for future policy moves. Lonnie sells $5 bil worth of TSLA – or 2.3% of his total holding to pay the tax man Traders take 20% out of the [...]

Things you need to know – Job market is strong – Investors continue to go all in Treasuries decline as stocks rise The VIX suggesting that just maybe stocks are a bit ahead of themselves Oil – rallies back strongly after last weeks sell off TSLA under pressure as Lonnie considers a sale of personal [...]