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So far global has created 836 blog entries.

Rates, Rates, Rates….Which Rate Will You Focus on? – Try the Chicken Pizzaiola

Things you need to know. Rate surge caused market to stumble – Stocks took turns getting hit. Reassurance by central banks is helping yields to back off – Stocks around the globe rally and – Goldy says ‘don’t be ridiculous.’ CDC approves the J&J vaccine, and the House passes a $1.9 trillion relief bill. CPAC [...]

By |2021-03-01T10:06:36-05:00March 1st, 2021|Morning Thoughts by Kenny Polcari|

It’s About the Theme! – Try the Marinated Pork Loin

Things you need to know. Its all about the THEME Stocks did a 180 yesterday and are breathing today. Dollar continues to weaken – sending commodities up again. Dollar continues to weaken – supporting the big multi-nationals too! Wil today’s macro data continue to ‘exceed expectations?’ Try the marinated Pork Loin. The THEME:  Exceeding Expectations…. [...]

By |2021-02-25T10:03:52-05:00February 25th, 2021|Morning Thoughts by Kenny Polcari|

Powell Rescues the Day! Investors go for the Dip – Try the Linguine Try-Colore

Things you need to know. The decline was brought to a halt as Powell confirmed the FED’s commitment. Inflation?  Do not be ridiculous – move on, nothing to see here. Yields?  3% is now what they want us to believe is the tipping point. Weaker dollar is supporting commodity prices – complex up across the [...]

By |2021-02-24T10:11:35-05:00February 24th, 2021|Morning Thoughts by Kenny Polcari|

Stocks getting Slammed; How Hot is Hot? – Try the Glazed Chicken Breasts

Things you need to know. Tech got crushed yesterday and is getting crushed again today. Investors now taking notice and re-pricing the broader market. Yields and Inflation now front and center in investors’ minds. Fed Chair Powell to address Congress today…. Everyone will be listening. Oil up 5% in 2 days, and Bitcoin down 22% [...]

By |2021-02-23T10:03:30-05:00February 23rd, 2021|Morning Thoughts by Kenny Polcari|

The Clowns are in Town – Try the Baked/Broiled Salmon w/Champagne Cream

Things you need to know. Eco data suggests inflation may start to run ‘hot’ Yields surge and shake investor commitment until Powell assures us not to worry The Clowns are coming to town Oil continues to go up as the storm ravages 75% of the country Bitcoin holds $51,000 Try the Baked/Broiled Salmon w/Champagne Cream [...]

By |2021-02-18T10:12:50-05:00February 18th, 2021|Morning Thoughts by Kenny Polcari|

Markets Continue to Advance; Baby Boomers Now Vaccinated Are Rediscovering Life! – Try the Sweet Sausage Comfort Dish

Things you need to know. Stocks continue their advance on Friday and again today. All good news on every front…. macro data, stimulus, vaccinations Older Baby Boomers getting vaccinated and are NO LONGER staying home! Oil surges thru $60/barrel as a cold snap hits the country. Will Bitcoin pierce $50k today? Try a comfort dish [...]

By |2021-02-16T10:03:55-05:00February 16th, 2021|Morning Thoughts by Kenny Polcari|
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