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 [...]
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 [...]