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So far global has created 779 blog entries.

It was a Palooza – Try the Meatloaf

Things you need to know: NFLX passes 200 million subscribers and generates more than enough cash – stock up 15% GS reported yesterday and beat (admirably) yet found sellers knocking on the door Today is inauguration day – Joe moves into 1600 Pennsylvania Ave, 20003, Trump moves into 1100 South Ocean Blvd, 33480 Bitcoin under [...]

By |2021-01-20T10:04:19-05:00January 20th, 2021|Morning Thoughts by Kenny Polcari|

Value Outperforms Growth; Rates on the Rise – Try the Tuscan Pork Loin

Things you need to know: Stocks churn and await both the political news and the earnings news Value stocks outperforming Growth in what feels like the 2021 theme Rates continue to rise; CPI due out today – will it suggest more upside pressure? Cyclicals do well (as expected) but don’t abandon ‘tech’ Oil – surges [...]

By |2021-01-13T10:05:13-05:00January 13th, 2021|Morning Thoughts by Kenny Polcari|

The Surge Continues – Try the Stovetop Roasted Chicke

Things you need to know: The surge continues, TSLA & Bitcoin go ‘hyper-parabolic’ Investors continue to believe in the ‘Biden plan’ – massive stimulus/infrastructure Markets discounting a ‘pull to the left’ as not an issue… Is Biden strong enough? Trump concedes and promises the peaceful transfer… Try the Stovetop Roasted Chicken in Lemon/Garlic/Herb Sauce ROOOOAAAAR!!!  [...]

By |2021-01-08T10:03:29-05:00January 8th, 2021|Morning Thoughts by Kenny Polcari|
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