GDP Surges, Economy is Robust, Can it Continue?  Try the Pulled Pork

Things you need to know. GDP surges, Economy on     Solid Footing Earning continue to beat Trump Talks The Saudi’s     into increasing production  GDP – Gross Domestic Product – is the measurement of a nations overall economic activity…..it is the monetary value of all finished goods and services produced within a specific [...]

By |2019-04-29T11:05:18-04:00April 29th, 2019|Morning Thoughts by Kenny Polcari|

Mkts Surge and Forward Guidance is Robust – Try the Risotto

Things you need to know. Markets surge to new     highs Earnings continue to     impress  And it’s a record close for the S&P and Nasdaq…while the Dow is just points away….the Russell 2000 remains 9% below its September high – giving some analysts/strategists continued reason for caution.   Now don’t get me wrong…..I [...]

By |2019-04-24T11:12:24-04:00April 24th, 2019|Morning Thoughts by Kenny Polcari|

Big Earnings Week, Many Mkts Closed for Easter Monday – Try the Chicken Amatriciana

Things you need to know Stocks  continue to build a base Two more Unicorns take the mkt by storm Many  mkts Closed today for Easter Monday   Stocks ended the holiday shortened week on an upbeat – better retail spending numbers, better Initial Job Claims, better Continuing Claims, better Consumer Comfort and more earnings that continue [...]

By |2019-04-23T11:03:13-04:00April 22nd, 2019|Morning Thoughts by Kenny Polcari|

More Weak Bank Results, but Mkt is Ignoring for Now – Try the Grilled Shrimp

Good morning….it’s Tuesday, April 16th… the morning after a horrific night in Paris….that rocked the world – the fire and destruction at the historic Notre Dame Cathedral is only beginning to be understood and the people of the world continue to grapple with its devastation – the loss of this historic site can be felt [...]

By |2019-04-17T11:05:04-04:00April 16th, 2019|Morning Thoughts by Kenny Polcari|

More Weak Bank Results, but Mkt is Ignoring for Now – Try the Grilled Shrimp

Good morning….it’s Tuesday, April 16th… the morning after a horrific night in Paris….that rocked the world – the fire and destruction at the historic Notre Dame Cathedral is only beginning to be understood and the people of the world continue to grapple with its devastation – the loss of this historic site can be felt [...]

By |2019-04-23T11:03:13-04:00April 16th, 2019|Morning Thoughts by Kenny Polcari|

What’s the Fuss?  IMF Cuts, EU Tariffs – Really?  Mkts Take a Breather – Try the Pan Seared Chicken Bathed in Orange Brandy Sauce

Things you need to know Donny threatens EU with     tariffs (yawn) IMF cuts global growth     forecast (yawn) Mkts back off after     kissing 2900 (yawn) It’s all good….  So 2900 was resistance?  Sellers not budging and buyers feeling a bit exhausted….as investors had to digest new news about Donny imposing [...]

By |2019-04-10T11:03:21-04:00April 10th, 2019|Morning Thoughts by Kenny Polcari|
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