Goodnight Kabul, Eliminate PFOF? It’s About Time and Watch out GOOG & APPL – Try the Fettucine

Things you need to know  The war is over – the last C-17 takes off Stocks end mixed with S&P and Nasdaq making new highs The Growth Trade keeps growing…leaving Value aching for more HOOD under pressure as Gensler considers PFOF elimination (it’s about time) South Korea imposes curbs on Apple and Google Try the [...]

By |2021-08-31T11:03:11-04:00August 31st, 2021|Morning Thoughts by Kenny Polcari|

August 2021 – What’s Next for Markets? Replay of our live webinar held on August 26th.

Copyright SlateStone Wealth 2021. All Rights Reserved. Privacy Statement | Terms and Conditions | Social Media Disclaimer | ADV Part 2A Brochure | ADV Part 2A Wrap Brochure | Form CRS The information is not intended as tax or legal advice. Opinions expressed and material provided are for general information and should not be considered [...]

By |2021-08-28T11:02:58-04:00August 27th, 2021|Morning Thoughts by Kenny Polcari|

Powell Takes the Stage at 10 am EST – Period – Try the Grilled Pork Chop w/Cherry Tomatoes

Considering the American tragedy yesterday – I offer my condolences and prayers for each of the American families that suffered huge losses and will suffer great pain in the days and weeks ahead.   God bless all of you, God bless our veterans and God Bless America. ___________________________________________________________________________________Let us never forget…. Things you need to know – [...]

By |2021-08-27T11:02:38-04:00August 27th, 2021|Morning Thoughts by Kenny Polcari|

Hello Jackson Hole!! (via Zoom)  – Try the Pan Seared Garlic Butter Rib-Eye

Things you need to know It is Jackson Hole 2021 (finally) Markets make new highs going into the meeting VIX reflects zero event risk Oil traders taking profits after the 9% spike Try the Pan Seared Butter Garlic Rib-Eye Investors took stocks higher on Wednesday on lower volumes (we discussed this…end of August, vacations etc.) [...]

By |2021-08-26T11:05:36-04:00August 26th, 2021|Morning Thoughts by Kenny Polcari|

FDA Give Final Approval, FED expected to Say Nothing New, Investors Rush In – Try the Simple Baby Back Ribs

Things you need to know PFE/BioNTech get full FDA approval – Investors celebrate Eco data mixed; PMIs suggest weakness. Pelosi fails to advance the $3.5 trillion package and she isn’t happy – but she will try again today.  Expect that there will be hell to pay if members don’t fall in line. Oil surges 5.5% [...]

By |2021-08-24T11:03:40-04:00August 24th, 2021|Morning Thoughts by Kenny Polcari|

It is Jackson Hole Week – Is the FED Playing w/Fire? – Try the Spaghetti w/ Roasted Sweet Red Pepper Sauce

Things you need to know Stocks ended the week a bit black and blue but today it’s all green Focus on the virtual Jackson Hole Summit – Some of the members now suggesting that delta may cause them to hold off Dollar strengthens, putting pressure on commodities – Oil getting hit by that story and [...]

By |2021-08-23T11:04:59-04:00August 23rd, 2021|Morning Thoughts by Kenny Polcari|

More Volatility Ahead….Russell & Transports Hovering at Correction Territory – Try the Mostaccioli w/Arugula & Cannelloni Beans.

“What’s Next for the Markets?” On Thursday, August 26th – As the Chief Market Strategist at Slatestone Wealth – I will be interviewing CNBC’s Ron Insana about the State of the Union…. With the start of the Jackson Hole Fed Meeting that afternoon, this interview could not be timelier.  What to expect? What does the [...]

By |2021-08-20T11:02:33-04:00August 20th, 2021|Morning Thoughts by Kenny Polcari|
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