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New Lockdowns and Restrictions Cause Angst as Infection Rates Surge – Try the Linguine Carbonara w/Peas

Things you need to know: The macro data is NOT driving the action Exponential increases in infections and hospitalization driving sentiment New restrictions and expected newer restrictions causing angst NYC parents caught off guard by de Blasio/Cuomo Oil traders ringing the cash register after the 20% surge Linguine Carbonara with Peas! Yum… It is all [...]

By |2020-11-19T10:06:09-05:00November 19th, 2020|Morning Thoughts by Kenny Polcari|

It’s Good, It’s Bad, It’s Good Again; AMZN Goes on a Search & Destroy Mission – Try the Medium Shells

Things you need to know: Stocks focused on the negatives yesterday – but today it’s back to the positives AMZN launches its next ‘Search and Destroy’ mission HD and LOW get slammed on good earnings – a vaccine will hurt them TGT on the other hand is benefitting Bitcoin continues to surge and the Dollar [...]

By |2020-11-18T10:07:31-05:00November 18th, 2020|Morning Thoughts by Kenny Polcari|

Vaccines, Lockdowns, Energy and What Warren Thinks – Try the Chicken Capriciossa

Things you need to know: Moderna does ignite the fire Biden promises ‘No National Lockdown’ but… Energy surges by 6.5% – best day yet… Buffet, TSLA, AMZN, and AirBnB in the news Will Trump buy NewsMax? Try the Chicken Cutlet Capriciossa By now you know – it was all about Moderna +9.5% and the vaccine! Markets [...]

By |2020-11-17T10:10:10-05:00November 17th, 2020|Morning Thoughts by Kenny Polcari|

Moderna Stuns the Market with 94.5% Efficacy Rate – The End is in Sight! – Try the Roast Turkey

Things you need to know: Moderna announces 94.5% efficacy 15 Asian nations enter historic trade agreement Asian eco data improves Virus cases continue to surge – Investors undeterred Try the Roast Turkey **MODERNA ANNOUNCES TRIAL RESULTS… 94.5% EFFICACY – BA, BA BOOOM!** Not seeing any safety concerns and will seek emergency use authorization immediately… Shelf [...]

By |2020-11-16T10:09:02-05:00November 16th, 2020|Morning Thoughts by Kenny Polcari|

4-6 week Lockdown? Pelosi proposes a $3.4 Trillion package, St Olaf Really Exists? Try the Norwegian Potato Sausage

Things you need to know: AZ falls to Biden – but do the Europeans really care? Toilet Paper hoarding again as the virus surges causes panic Chicago issues 30 day STAY AT HOME order St. Olaf College is a REAL place – See below. Pelosi/Schumer re-propose their $3.4 trillion stimulus package What will Stevey do [...]

By |2020-11-13T10:03:43-05:00November 13th, 2020|Morning Thoughts by Kenny Polcari|

The Shift from Growth to Value & Cyclicals Continues – Try the Italian Sweet Sausage Stuffing

Things you need to know: Today is Veteran’s Day – bond market, banks closed, NYSE Open Cyclicals, Value and GOAT stocks lead the way Growth stocks continue to get re-priced – but don’t despair Try the Italian Style Sweet Sausage Stuffing Today is Veteran’s Day in America – It is a day we celebrate the men [...]

By |2020-11-11T10:04:11-05:00November 11th, 2020|Morning Thoughts by Kenny Polcari|

It’s all about PFE/BioNTech and the Vaccine…Joey who? – try the Chicken Marabella

Things you need to know: BREAKING NEWS… PFE announces 90% efficacy rate for their covid 19 vaccine – stocks EXPLODE higher… Futures soaring… Joey who? Biden takes the WIN and tells the nation that it ‘time to heal’  – Philly comes out of left field to push him over the edge in Pennsylvania – half the [...]

By |2020-11-09T10:03:30-05:00November 9th, 2020|Morning Thoughts by Kenny Polcari|
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