Things you need to know: It’s all in the presentation – both for the headlines and for the food Markets digesting yesterday’s surge Trump tells the country ‘Be not afraid’ as he takes his mask off Pence and Harris prepare for their debate – which will be keenly watched Oil – surges and teases $40/barrel [...]
Things you need to know: So many questions, So many answers, So much confusion Expect the Biotechs to surge today… GILD, REGN, MRNA Dexamethasome manufacturers to rise as well… Oil – rebounds up 2% after last week’s beating… Global markets all paying attention to the Trump headlines and all moving up Try the Penne with [...]
Things you need to know: POTUS & FLOTUS are diagnosed with Covid Markets plunge – but rally off the lows as we assess the real risks Science suggest that he has a 97% chance of a full recovery – so is the action a premature reaction? Eco data today becomes ‘almost’ irrelevant. Markets always price [...]
Things you need to know: Stevey changes the tone of the market at 9 am Delivering Alpha (CNBC Conference) is another success The airlines are counting down til midnight – what’s next for that industry and the economy? It is now the 4th quarter – only 85 shopping days til Christmas! Try the Champagne Pork [...]
Things you need to know: The debate was a disaster – leaving voters disgusted Expect a contested election – markets will remain volatile REGN announces more good news surrounding their Covid19 drug Oil breaches trendline support – as demand/supply concerns mount Try the ‘Old Fashioned’ Chaos in Cleveland – have you ever seen anything like [...]
Chaos in Cleveland – have you ever seen anything like it? Right before the election – I sent out a tweet – “What are the chances that we’ll actually get a debate that speaks to the vision for the country – and not the 3-ring circus I’m thinking it’s gonna be?” While this blog is not [...]
Things you need to know: It’s all about the debate tonight – Politics driving the action Biden economic plan/tax plan will be front and center Nancy and Chucky attempt to compromise, Stevey still out Will Trump taxes really make a difference to voters? 50% yes, 50% no! Try the Chicken Thighs w/Pancetta and Balsamic Vinegar [...]
Things you need to know: The fight continues as investors/trader and algo’s look to sort the data Take a look at the sectors – there is a rotation going on and in that is opportunity Big macro data week – NFP on Friday – last report before election Tensions continue, expect volatility to remain 1st [...]
Things you need to know: Patience is a virtue – Stick to the plan End of Quarter Window Dressing in full speed mode Nancy and Stevey try to have lunch and renegotiate – not happening Republicans assure country of a peaceful transition if they lose (no matter what Donny says) Joey wants to change the [...]
Things you need to know: Stocks went up! Most of yesterday’s move was ‘technical’ NKE blows the roof off the house and Xi Xi opposes TikTok deal Powell on Capitol Hill again Don’t get comfortable just yet… Try the Linguine Aglio e Olio Stocks went up yesterday… Go figure! Can you believe it? After the [...]