Stocks Did an About-Face Yesterday

Things you need to know: Investors discount the Buffet news and focus on the “re-birth” Oil rallies for the 6th straight day as expectations for demand increase Eco data expects 20 million job decreases and another 3 million new claims. Try the Mahogany Roasted Chicken. Stocks did an about face yesterday as investors suddenly had [...]

By |2020-05-05T11:03:36-04:00May 5th, 2020|Morning Thoughts by Kenny Polcari|

A Chance To Re-Examine

Things you need to know: The push to test lower continues Buffet holds his annual meeting via ZOOM and says “Don’t bet against America” after he sold all of his airline holdings. (but to be fair – the investment thesis changed for him) Oil under pressure as supply glut concerns rise Mohammed El Erian suggests [...]

By |2020-05-04T11:02:27-04:00May 4th, 2020|Morning Thoughts by Kenny Polcari|

Reality Check

Things you need to know: It’s May Day – Many market centers closed Stocks fall yesterday and fall further this morning as reality hits home Economic & Market Divergence is all about the FED Try the Risotto Mazzo Reality Check – Aisle 5! Stocks under pressure! Stocks sank on Thursday as the run up that [...]

By |2020-05-01T11:09:43-04:00May 1st, 2020|Morning Thoughts by Kenny Polcari|
Go to Top