A Patriotic Corp Tax? Is That Really a Deal Breaker?

What FED commentary? Why the angst? Apparently, the nervousness created on Wednesday afternoon – was unnecessary… Investors & traders reconsidered the language, discussed it, and even digested it and then decided it was all baloney… What me worry?  Nah! Let’s keep going… and so on Thursday – investors/traders and algos took a breath in the morning – [...]

By |2020-08-21T11:02:34-04:00August 21st, 2020|Morning Thoughts by Kenny Polcari|

Did the FED Really Disappoint?

So yesterday morning I told you that the S&P had finally done it – recovered from the crisis and pierced the 2020 highs established in February… and then I asked – “OK, Now what?” Was that supposed to suggest something specific? Was it a sign that the virus and the lockdown was over? Was it a [...]

By |2020-08-20T11:06:18-04:00August 20th, 2020|Morning Thoughts by Kenny Polcari|
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