Things you need to know: Stocks pause – World Bank sees a 5.2% decline in global economy for 2020 The eco data remains weak yet there is no alternative (TINA) S&P goes positive on the year – but may go negative by end of day today Value or Growth? Or is it just a money [...]
Things you need to know: Asian markets end higher/ European markets trading lower this morning US futures are up – as the excitement continues El-Erian – One of the guys stoking the fears of collapse is now suddenly justifying why the market is up…think FED…blah, blah, blah… Oil pierces $40 as OPEC+ extends production cuts [...]
Things you need to know: ECB adds more stimulus to their program sending markets surging even as eco data is weak The clock ticks towards 8:30 when we get the monthly NFP report – Money moves ou…Continue →
Things you need to know: Global markets taking a breather ECB set to announce more stimulus Markets remain cautious on the re-opening Infection rates bouncing around but mostly in line with expectations Try the Drunken Spaghetti And the explosion continues… ADP employment report showing only 2.7 mil job losses in the last month and while [...]
Things you need to know: FOMO continues to drive stocks higher The big boys that tried to talk the market lower are saying what now? Goldman reverses course and goes ‘cautiously bullish’ (top is in?) Oil – pierces resistance and surges before retreating as it readies to surge again Try the Summer Risotto FOMO – [...]
Things you need to know: Global markets focused on a re-awakening and not geo-political issues US continues to confront angry protests (although slowing) while peaceful protests garner more support allowing Americans to come together and work to solve this crisis CNBC is hosting a Veterans’ Investing event Oil – about to kiss $38/barrel – up [...]
Things you need to know: May marks the second straight month of gains – Investors shift to value names China reports better macro data – causing markets to rise Europe and US focus on re-o…Continue →
Things you need to know: Headline Risk – is always an issue China passes the new controversial security law – stealing HK freedoms Trump takes to Twitter to attack Twitter over free speech Trump prepares for his China press conference and the markets wait… Try the Pan Seared Scallops Headline Risk – remember those words… [...]
Things you need to know: China votes to impose new security laws on Hong Kong Protests increase – yet global markets not reacting yet US calls China out and is prepared to issue a response by tomorrow Markets pierce ‘technical trendlines’ adding to the excitement Try the Pork Chops And the march continues….both the march [...]
Things you need to know: Markets surge on vaccine and re-opening news Oil continues to rally as demand is sure to surge China and Hong Kong remain locked in battle US/China remain locked in battle It is end of month – expect the window dressing to continue Try the Salmon with Lemon Dill Stocks began [...]