January 24, 2019 What You Need to Know TodayEarnings are mixed – big week coming upECB due to announce policy changes (or not)Mkts continue to look for signals that trade talks are progressingFED …Continue →
Things you need to know…New sources ACCENTUATED all the negatives yesterdayIBM beats as does Comast and PG (so far)Futures found support at the trendline and that is a POSITIVEHigh level trade tal…Continue →
Stocks begin the week under siegeIMF, Xi Jingping and the newest star – Martin Gilbert all taking negative on the mktsDavos 2019 – The 4th Industrial RevolutionBlack Swans/Grey Rhinos – Bulls an…Continue →
Kenny Polcari, Butcher Joseph Asset Management managing principal, and Fred Kempe, president and CEO of The Atlantic Council, joinContinue →
What You Need to Know TodayTalk of Trade relief sending global mkts higherFocus on the technical’s now that we have pierced up and thru the 50 dmaGov’t shutdown drags onAnd the singing conti…Continue →
January 17, 2019What You Need to Know TodayGS and BAC Kick A*s – Financials leading the way outS&P kissed resistance and is now backing off to build a baseFBLMO & FOMO – understanding th…Continue →
January 16, 2019What You Need to Know TodayChina, the ECB & FED aren’t going anywhereBank Earnings continue to be a mixed bag – C beats, JPM misses, BLK misses, BAC beats and GS?BREXIT…Continue →
Things you need to knowChina announces stimulus plans for 2019JPM Misses earnings – first time in 3 ½ yrs – stock down 1.5 in pre-mkt tradingBREXIT vote today – is it the disaster that they say…Continue →
CNBC's "Closing Bell" team breaks down the day's market movers with Charles Bobrinskoy of Ariel Investments, Kenny Polcari of Butcher Joseph Asset Management, and Rick Santelli at the CME in Chicago.Continue →
Kenny Polcari’sMORNING THOUGHTSJanuary 3, 2019 What You Need to Know Today:US/China trade talks making headwayAtlanta Fed Pres - Raffi Bostic hints on rates in 2019Get ready for earnings seaso…Continue →