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So far global has created 779 blog entries.

Banks Reward Investors; Ark Files for a New Fund – Try the Chicken Scarapiello

Things you need to know. Stocks push higher as any and all concerns abate The big banks reward investors…big divvy increases and buybacks 10 Yr Treasury remain quiet, Gold backs off, Oil holds tight Cathie Wood – files for a Bitcoin ETF Try the Chicken Scarapiello Stocks continue to push higher…in a clear sign that [...]

By |2021-06-29T11:09:09-04:00June 29th, 2021|Morning Thoughts by Kenny Polcari|

Biden Backtracks; Earnings only 2 weeks away; OPEC + Meets on Thursday – Try the Cavatappi w/Broccoli

Things you need to know. Stock’s churn – S&P makes a new high, Nasdaq under a bit of pressure. Biden ‘backtracks’ and promises to sign part 1 without a part 2.  Dems not happy Investors prepare for another strong earnings season. OPEC + meets on Thursday, oil continues to march higher. Lots of eco data [...]

By |2021-06-28T11:03:46-04:00June 28th, 2021|Morning Thoughts by Kenny Polcari|

Bostic Floats 2022 Keeping it in Play; Indexes at all Time Highs -Try the Rigatoni

Things you need to know. Bostic says 2022, Powell is sticking to 2023 – but it is IN play Indexes closer to all time highs, VIX plunges suggesting too much complacency Oil – Demand is strong, inventories are down, prices going higher Bitcoin holding the neckline – but it’s not over….. Try the Rigatoni Stocks [...]

By |2021-06-24T11:04:41-04:00June 24th, 2021|Morning Thoughts by Kenny Polcari|

The Fed Comes Clean; Inflation is Real (but temporary!) – Try the Mahogany Chicken

Things you need to know. Hello??  Fed wakes up!  Raises Inflation expectations from 2.4% to 3.4% Talking about Talking about a change has begun Dot Plot suggests not one but two rate hikes in 2023 Dollar rallies, Oil and Gold fall, Vix rise, Treasury prices fall sending yields up Try the Mahogany Chicken Wake up!  [...]

By |2021-06-17T11:07:42-04:00June 17th, 2021|Morning Thoughts by Kenny Polcari|
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