Big Tech Misses, FB Changes its Name and Joey Reconsiders the Plan – Try the Stuffed Chicken Cutlets

Things you need to know – AAPL and AMZN report underwhelming results – markets lower Home Sales plunge CVX and XOM report earnings and handily beat the estimates ECB leaves monetary policy unchanged…what will Jay do? Try the Stuffed Chicken Cutlets The US economy grew by only 2% in the 3rd qtr.….less than the expected [...]

By |2021-10-29T11:02:52-04:00October 29th, 2021|Morning Thoughts by Kenny Polcari|

TECH Earnings Power Stocks Higher (Be Careful) – Try the Chicken Milanese

Things you need to know – Markets march higher…. TECH is in focus…. Saudi’s kick off the Future Investment Initiative – the message – expect oil to go higher….as production falls…. hysterical because the world is awash in oil…. The VIX continues to fade and that is a warning sign…. ICE Partners with MA and [...]

By |2021-10-26T11:02:37-04:00October 26th, 2021|Morning Thoughts by Kenny Polcari|

Holy Crypto Batman!  Bitcoin Pierces $66,000 – Try the Minestrone

Things you need to know  Earnings continue to surprise, investors are pleased 10 Yr. treasuries yielding 1.64% – Investors unfazed Holy Crypto Batman!   Bitcoin pierces $66k! Ethereum kissed $4300 Try the ‘Not your Mother’s Minestrone’ Stocks blasted higher – concerns over supply chain issues – no longer a problem, concerns about rising prices across the [...]

By |2021-10-21T11:06:39-04:00October 21st, 2021|Morning Thoughts by Kenny Polcari|

Earnings Drive the Tone, Investors Appear Pleased (for now) – Try the Pan Seared/Oven Roasted Veal Chop

Things you need to know Earnings continue to surprise, investors are pleased Oil continues to surge, but $200/barrel – not likely anytime soon 10 Yr. treasuries yielding 1.58% – helping stocks to stabilize Bitcoin ETF to start trading today on NYSE Arca under the symbol BITO Try the Pan Seared/Oven Roasted Veal Chop Stocks began [...]

By |2021-10-19T11:07:48-04:00October 19th, 2021|Morning Thoughts by Kenny Polcari|

Demand Pull or Cost Push – It can be BOTH… – Try the Russian Potato/Onion Soup

Things you need to know  Well – the issues are causing global investors to reconsider the outlook. Oil continues to push higher, and some are calling for $200/barrels US Treasuries now trading at 1.617% – how fast before we hit 1.8%? Demand Pull or Cost Push – it CAN be both…. Try the Russian Potato/Onion [...]

By |2021-10-18T11:04:33-04:00October 18th, 2021|Morning Thoughts by Kenny Polcari|

Issues?  Don’t be Ridiculous….Nothing to See Here – /Try the Veal Cacciatore

Things you need to know Issues? What issues?  Don’t be ridiculous Earnings continue to beat on all lines Everything rallies…. Everything…. OPEC tells Joey to relax…more supply is coming (in January) Crypto’s gets two ETF’s – Proshares & Invesco coming next week Try the Veal Cacciatore  Issues?  What issues?  Inflation, covid, supply chains shortages, labor [...]

By |2021-10-15T11:05:12-04:00October 15th, 2021|Morning Thoughts by Kenny Polcari|
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