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So far global has created 839 blog entries.

NFP Does Not Create Much Noise, but OIL Does.  Now up 72% Since January – Try the Grilled Chicken w/Arugula, Cherry Tomatoes and Grana Padano

Things you need to know  NFP report does little to rattle the market Oil continues to rise…today is trading at $81.21/barrel and going higher Kraft Heinz CEO says – brace yourself for higher food prices It’s Columbus Day – banks and bond markets are closed – No treasury action Try the Grilled Boneless Chicken Breasts [...]

By |2021-10-11T11:05:47-04:00October 11th, 2021|Morning Thoughts by Kenny Polcari|

They Kicked the Can Down the Road!  Stocks Surge – Try the Eggs in Purgatory

Things you need to know  The circus never ceases to entertain us…Elected officials appear to be at the table – debt ceiling crisis averted (for now). Global stocks surge 10 yr Treasuries settle down, Oil backs off just a bit Try the Eggs in Purgatory Stocks continued to get clobbered yesterday even after the 8:30 [...]

By |2021-10-07T11:05:21-04:00October 7th, 2021|Morning Thoughts by Kenny Polcari|

Tech Gets Clobbered, FB Gets Slammed & Jimmy B Warns of Inflation – ry the Penne w/Pumpkin Cream & Sweet Sausage

Things you need to know  Tech gets clobbered, FB under pressure – Frances to appear on Capitol Hill All the indexes teetering on trendline supports – the pressure is on – Will the ‘BTD’s (Buy the Dippers) save the day? Oil surges as OPEC+ says ‘No dice’ Production is what it is – We have [...]

By |2021-10-05T11:02:42-04:00October 5th, 2021|Morning Thoughts by Kenny Polcari|

Evergrande is Halted, (Yawn), Europeans Considering Central Bank Action and US Futures Point Lower – Try the Osso Bucco

Things you need to know  Evergrande is halted – but investors are yawning European investors not concerned US stocks headed lower after the Friday bounce OPEC to decide if they will pump more or not Try the Osso Bucco Stocks rallied back on bit on Friday (think 10 yr. yield falling to 1.48%)  after the [...]

By |2021-10-04T11:04:14-04:00October 4th, 2021|Morning Thoughts by Kenny Polcari|

“Just RAISE the DAMN Thing..” – Try the Chicken Fricassee w/Cognac

Things you need to know  Rising rates send shivers thru financial markets yesterday Tech gets clobbered – creating new opportunities in some ‘blue chip’ tech names Oil continues to surge on worries over supply chain issues as well as rising demand.  Renewables are great, but the need for fossil fuels isn’t going away anytime soon. [...]

By |2021-09-29T11:02:48-04:00September 29th, 2021|Morning Thoughts by Kenny Polcari|

Jay to Explain Why Inflation is Now NOT so Transitory/Try the Pumpkin – Butternut Risotto

Things you need to know – Global markets under pressure – Gas shortages across the UK causing angst – brent pierces $80/barrel WTI following suit – now trading about $76/barrel up 23% since mid-August Jay Powell to explain to Congress why inflation is no longer ‘transitory’ 2 Fed Presidents resign after revelations of massive gains [...]

By |2021-09-28T11:02:30-04:00September 28th, 2021|Morning Thoughts by Kenny Polcari|

German goes Center Left, Bitcoin & Ethereum are UP and DC Battles Over Stimulus and the Debt Ceiling/Try the Tuscan Soup

Things you need to know – It’s a big week in DC…Will the Dems force $3.5 trillion down our throats? Evergrande and Crypto’s are not creating market angst at all…. German elections show support for center left vs. center right 10 Yr. Treasuries heading towards 1.6% – short term cap for markets Try the Tuscan [...]

By |2021-09-27T11:06:23-04:00September 27th, 2021|Morning Thoughts by Kenny Polcari|
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