Things you need to know Stocks fell? No way… Eco data was weaker than expected and HD and WMT beat estimates but disappoint the trader types VIXY and SH – two ways to help hedge your portfolio Try the Rib-Eye Pizzaiola Stocks FELL!!! No, that is not a typo…. Stocks FELL…. quick someone call the [...]
Things you need to know Stocks buck the trend and end the day higher even in the face of all the news The FED makes it clear – the tapering to start in November, finish by July 2022 Rates are no…Continue →
Things you need to know Afghanistan falls like a ton of bricks after the Taliban takes Kabul President Ghani flees country, leaving citizens to fend for themselves Markets are NOT reacting to this news…. but it is reacting to the latest FED headline…. And the Delta variant continues to disrupt businesses and the supply chain [...]
Things you need to know PPI surges yet NOT one comment about the pressure Initial Jobless/Cont Claims improve -so that was the focus Delta continues to create chaos – all while stocks move up FDA now approves a Booster….The bio-techs respond nicely Oil traders lament covid while stock traders ignore covid Try the Shrimp Scampi [...]
Things you need to know CPI suggests that prices are cooling, What will PPI tell us? Another FED official bites the dust while Dallas’s Kaplan gets more aggressive Biden appeals to OPEC to pump more oil – That’s funny….. Infrastructure bill makes its way to the House – Will the Progressive Left kill it? Try [...]
Things you need to know Markets churn awaiting eco data tomorrow Treasury yields up, Dollar up (again), and commodities finding stability Bitcoin and Ethereum holding their own. Are we getting ready for that pullback? Try the Steak Florentine Stocks ended Monday somewhat lower, commodities got smacked (think gold, silver, and oil), the dollar index rose, [...]
Things you need to know NFP report is hot, but not hot enough New virus cases causing renewed concerns for both the vaccinated and the unvaccinated The Dollar Index continues to advance putting pressure on the commodity complex – gold, oil, and the broad commodity index -BCOM all lower No eco data today, but later [...]
Things you need to know Stocks rallied and Goldy ups the ante! Non-Farm Payroll at 8:30 – estimates span the globe Oil – rallies back a bit, building tensions in the Mid-East JPM – offers access to Crypto funds for their ‘best clients’ Try the Pasta Allo Scarpariello Stocks rallied hard on Thursday…after taking it [...]
Things you need to know Stocks fall yesterday on the ADP miss and comments by Fed Vice Chair Clarida Oil – gets whacked as the media creates new concerns about the delta variant The VIX is all over the place as it tries to find stability The Reddit boys send HOOD higher – but surprise [...]
Things you need to know NYC demands Proof of vaccination otherwise you can’t come in Markets sold off wondering what city is next and then shook it off as it climbs the ‘wall of worry’ Earnings continue to surprise, and the macro data surprised as well Oil gets hit again as delta is sure to [...]