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 [...]
Things you need to know – It’s all about Non-Farm Payrolls today – futures await the report BoE holds interest rates steady Oil – rallies back after the beating it took earlier this week – OPEC+ is not increasing production beyond what was expected. S&P only 20 pts away from 4700 – this after piercing [...]
Things you need to know – Dow, S&P and Nasdaq all close at record highs! Stocks are up this morning G20 produces a 15% global tax structure, but not much else #COP26 climate summit begins today and lasts for 2 weeks – expectations are low…. Big week for the FED…. will the taper start in [...]
Things you need to know – AAPL and AMZN report underwhelming results – markets lower Home Sales plunge CVX and XOM report earnings and handily beat the estimates ECB leaves monetary policy unchanged…what will Jay do? Try the Stuffed Chicken Cutlets The US economy grew by only 2% in the 3rd qtr.….less than the expected [...]
Things you need to know – Stocks falter if only for a moment A barrage of earnings….and so far – they are all beating… F – ‘Shatters’ the expectations…stock up 10% FED enters quiet period…but will Jimmy B talk? Try the Escarole Soup w/Fresh Mozz Good morning from Los Angeles! Stocks tired a bit yesterday…. [...]