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So far global has created 836 blog entries.

End of Quarter Window Dressing, Disruptive Tech in a Bear Market – Try the Grouper

Things you need to know. Broader market making new highs while tech continues to roll over Yardeni calls for 3% yield on the 10 yr with little to no disruption Disruptive tech in a bear market – what happened to buy the dip? Biden to announce a second ‘social infrastructure program’ costing $2 trillion on [...]

By |2021-03-29T11:04:58-04:00March 29th, 2021|Morning Thoughts by Kenny Polcari|

Powell Causes Angst Early On; Investors Find Opportunities – Try the Chilean Sea Bass w/Sherry Cream

Things you need to know. Powell sends stocks lower in the morning; Joey takes to the podium for the first time since moving into 1600 Pennsylvania Avenue. 7 Yr. Note auction sends the 10 yr. up a bit causing traders to whip around stocks. The EverGreen Container ship stuck in the Suez Canal is expected [...]

By |2021-03-26T11:06:37-04:00March 26th, 2021|Morning Thoughts by Kenny Polcari|

The Rotation Continues, Tech Under Assault – Try the Risotto w/Cauliflower and Truffle Butter

Things you need to know. Stocks get slammed as investors consider what’s next All while Bond Yields continued to retreat – hmmmmm? The rotation continues….as investors go from Sexy to Boring Biden puts Kamala in charge of the border and he is about to make his 1st press appearance today at 1:15 pm Try the [...]

By |2021-03-25T11:04:22-04:00March 25th, 2021|Morning Thoughts by Kenny Polcari|

New Homes Sales Plunge, Bonds Retreat & Stocks Retreat – Try the Chicken Cutlet Milanese

Things you need to know. New Home Sales Plunge – Stocks under pressure even as yields retreat. Janet and Jay provide fodder for the coming SNL Episode. Oil – which got slammed yesterday on demand concerns if finding bargain hunter buyers today. Try the Chicken Cutlet Milanese *** I am hosting my Blitzr Live Event [...]

By |2021-03-24T11:07:44-04:00March 24th, 2021|Morning Thoughts by Kenny Polcari|

Yields Retreat/Tech Rallies – Try the Greek Style Chicken

Things you need to know. Yields retreat sending Tech Stocks surging Talking heads telling everyone ‘not to overthink it’ Cathie Woods is the new Warren Buffet – predicting $3000/sh for Tesla Oil under pressure, the Russell under pressure – makes sense as they have so outperformed in recent weeks Try the Greek Style Roasted Chicken. [...]

By |2021-03-23T11:06:38-04:00March 23rd, 2021|Morning Thoughts by Kenny Polcari|

Investors Re-Evaluate the Narrative – Try the Garganelli

Things you need to know. Investors reconsider the inflation narrative Stocks sold off – Tech once again gets smashed European markets under pressure as more lockdowns are announced AZN vaccine gets the OK from European regulators Drama in Alaska – It’s just noise Oil retreats as the hysteria crew creates hysteria over demand Try the [...]

By |2021-03-19T11:05:28-04:00March 19th, 2021|Morning Thoughts by Kenny Polcari|
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