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So far global has created 747 blog entries.

Quarles Adds to the FED Confusion; Drama on Capitol Hill – Try the Short Rib Burgers

Things you need to know. More FEDSpeak leaving investors confused – Quarles the latest Drama on Capitol Hill as Lizzy goes after Jamie More testimony today by the big banks about how they handled covid Bitcoin, Ethereum, Oil, Treasuries, Gold, VIX all quiet…. Try the Short Rib Burgers – So delicious FED Vice Chair – [...]

By |2021-05-27T11:07:28-04:00May 27th, 2021|Morning Thoughts by Kenny Polcari|

More Hints, but no Action (yet) as the FED Jawbones – Try the Greek Style Shrimp

Things you need to know. More and more FED talk – and more hints about hinting but no action Markets waffle as it digests the latest comments but futures are higher today Bitcoin back above $40k, Ethereum at $2,800 Oil holding tight at $66 Try the Greek Style Shrimp for Memorial Day Weekend Hello, hello……It’s [...]

By |2021-05-26T11:02:11-04:00May 26th, 2021|Morning Thoughts by Kenny Polcari|

US Futures are UP, Crypto’s Continue the Wild Swings – Try the Veal Scallopine

Things you need to know. US markets finished mixed last week, futures are up this morning Services PMI – scores 70.1 as the country re-opens Crypto assets continue to swing wildly all week-end Oil is trading up – GS re-iterates the bullish argument Try the Veal Scallopine Good Monday morning – US stocks finished mixed [...]

By |2021-05-24T11:05:51-04:00May 24th, 2021|Morning Thoughts by Kenny Polcari|

Reversal of Fortune? Cryptos Get Smashed; FOMC Day – Try the Roasted Sea Bass

Things you need to know. Stocks got sloppy yesterday and are even sloppier this morning 10 yr yields up, VIX up, Gold up, Stocks down Cryptos getting smashed…Bitcoin pierces trendline support at $39,800 – China cracks down says ‘Not so fast, not happening..’ Markets await the 2 pm FOMC announcement – Try the Roasted Sea [...]

By |2021-05-19T11:02:15-04:00May 19th, 2021|Morning Thoughts by Kenny Polcari|

Burry Bets Big Against TSLA; Gold Advances – Try the Firecracker Chicken

Things you need to know. US futures are bouncing this morning – but the mood remains erratic Michael Burry makes a big bet against TESLA (and by default ARKK ETF) Gold quietly advances as money moves back into the ‘traditional’ inflation hedge Oil – moves higher – kissing $67/barrel… Focus is squarely on FOMC tomorrow [...]

By |2021-05-18T11:06:23-04:00May 18th, 2021|Morning Thoughts by Kenny Polcari|

The ‘I’ Word; Musk Tweet Sends BC Plunging – Try the Linguine w/ Artichokes and Pancetta

Things you need to know. Friday’s rally appears to be fading – FOMC mins due out on Wednesday Inflation is becoming even more top of mind, investors are nervous and the Fed says that they are staying the course Lonnie Musk disrupts the crypto world on Sunday sending Bitcoin plunging 10 yr treasury holding tight, [...]

By |2021-05-17T11:05:24-04:00May 17th, 2021|Morning Thoughts by Kenny Polcari|

Investors Ignore PPI and Focus on the Recovery (Again): Futures Higher – Try the Seared Halibut

Things you need to know. BLS reports PPI – Investors ignore the increase Companies adding 10’s of ‘1,000’s of new jobs – Base wages rise Investors go bargain hunting – the value trade is still in the lead Musk now tweeting and supporting Doggey Coin – it rallies 37% Try the Seared Halibut w/ Orange [...]

By |2021-05-14T11:05:50-04:00May 14th, 2021|Morning Thoughts by Kenny Polcari|
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