Trump Creates Twitter Chaos, Algo’s Create Havoc, China Calls Back to “Let’s Talk?” Try the Stuffed Chicken Breast

Things to know Algo’s create havoc on     the mkts and for investors G7 Produces no real     results Trump says that he got a     call from China Gold spiked and awaits     new news  What a wild day it was…..Powell’s Jackson Hole speech, concern over interest rates, Trump Trade [...]

By |2019-08-27T11:18:08-04:00August 26th, 2019|Morning Thoughts by Kenny Polcari|

Yield Curve Inverts (Again), Dissent w/in the FED, Jay Takes the Stage at 10 am – Try the Tagliata Fiorentina

Things to know -              Yield inverts briefly again and could invert again today -              Trump does a 180 on his recent tax talk -              Jay Powell takes the stage at 10 am   Stocks were all over the place yesterday as the start of the Jackson Hole Symposium got under way – First we got a [...]

By |2019-08-23T11:01:57-04:00August 23rd, 2019|Morning Thoughts by Kenny Polcari|

What’s it All About (Alfie)?  Try the Steamed Lobster w/Drawn Butter

Things you need to know. What’s it all about? Italy in political crisis (again – Yawn) FOMC mins will reveal what? Jackson Hole begins tomorrow So stocks traded up to 2925 ish and failed…..struggling to understand what’s it all about Alfie? ( – Classic Dionne Warwick – 1967) Is it just for the moment [...]

By |2019-08-22T11:03:02-04:00August 21st, 2019|Morning Thoughts by Kenny Polcari|

Mkts in Rally Mode, Yield Curve Goes Normal (You’re Kidding!), Geo-Politics Quiet, Trade Thawing. Try the Shrimp Scampi

Things you should know Trade talks appear to     thaw Yield curve no longer     inverted – fueling Risk On around the world Mkts prepare for the     Jackson Hole boondoggle  What a week it was……wild swings in the mkts, caused by more tension in trade talks, more geo-political angst – think [...]

By |2019-08-20T11:09:37-04:00August 19th, 2019|Morning Thoughts by Kenny Polcari|

Sit Tight, China Threatens, 30 yr Falls Below 2%, Curve ‘UN-Inverts’ – Try the Roasted Tomato Risotto

Things you should know Macro data IS weakening     a bit – but not collapsing The Curve did invert for     all of a brief moment China announces     retaliatory measures but doesn’t define them (negative) China then hopes for     cooler head to prevail (positive)  Stocks got HAMMERED and then [...]

By |2019-08-16T11:03:41-04:00August 15th, 2019|Morning Thoughts by Kenny Polcari|

Trump Tweets (Worried about XMAS) Mkts Surge, Global Eco Data Disappoints – Mkts Fall – Try the Ratatouille

Things to know Trump Tweets Again –     halts tariffs (for now)  He’s concerned about the Holiday’s Algo’s go psychotic Gold backs off     (expected) And this morning – the     Yield Curve inverts – sending futs LOWER   Trump Tweet Tirade……which two weeks ago set off a global re-pricing of stocks, bonds, [...]

By |2019-08-15T11:06:10-04:00August 14th, 2019|Morning Thoughts by Kenny Polcari|

Macro Chaos Continues; Investors Go Risk Off – Try the Vermont Maple Syrup/Bourbon Marinade

Things you should know.. Protests in HK force     another day of closure at the airport Is China gearing up to     Invade and Crush? Argentina becomes a     crisis (again)  - Cristina Fernandez de Kirschner rises (again) Treasuries and Gold     become BEST performing Assets   A Black Swan theory (event) [...]

By |2019-08-14T11:11:46-04:00August 13th, 2019|Morning Thoughts by Kenny Polcari|
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