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Elon Musk unveils Neuralink’s plans for brain-reading ‘threads’ – The Verge

Elon Musk’s Neuralink, the secretive company developing brain-machine interfaces, showed off some of the technology it has been developing to the public for the first time. The goal is to eventually begin implanting devices in paralyzed humans, allowing them to control phones or computers. The first big advance is flexible “threads,” which are less likely [...]

By |2019-07-17T11:06:39-04:00July 16th, 2019|Morning Thoughts by Kenny Polcari|

The Surge Continues as the FED Ignores Stronger Data – Try the Prosciutto Sorpresa

Things you need to know Powell re-states his     commitment to CUT even in the face of stronger data Mkts celebrate as other     central banks chime in Investors prepare for     the coming earnings season  And it was Jay Powell – Part 2 – and he didn’t disappoint again…..investors/traders/analysts and the [...]

By |2019-07-13T11:05:29-04:00July 12th, 2019|Morning Thoughts by Kenny Polcari|

Do Not Fight The FED (Or the ECB, Or the PBoC) Beware of Earnings – Try the Grilled Pizza

Thursday - July 11, 2019 Things you should know “Many FOMC participants     saw that the case for a somewhat more accommodative monetary policy had     strengthened”  Period! Do NOT fight the FED (or     other central banks)    So In yesterday’s note I said that Jay Powell’s prepared statement – the [...]

By |2019-07-13T11:05:30-04:00July 12th, 2019|Morning Thoughts by Kenny Polcari|

Turkey bought Russian S-400 missiles designed to down NATO planes. For the US, that’s a problem – CNN

But the deal, worth about $2 billion and consummated this week, has consequences far beyond the cost to Ankara's defense budget. It calls into question the decades-long strategic relationship between Turkey and the US, and even Turkey's credentials as a NATO member. It probably nullifies a massive contract for Turkey to buy US F-35 combat [...]

By |2019-07-14T11:04:15-04:00July 12th, 2019|Morning Thoughts by Kenny Polcari|

Think Jay Powell and Rates – Try the Prosciutto and Canneloni Bean Bruschetta

Things to know Jay Powell – That’s all     you need to know today.   So stocks did just as expected – nothing really – other than waffle around, waiting, treading water, biding its time – attempting to move ahead while being pulled back as investors/traders and algo’s try to figure it out.  Figure out [...]

By |2019-07-11T11:08:07-04:00July 10th, 2019|Morning Thoughts by Kenny Polcari|

Mkt Under Pressure (Again), Investors Re-Price for 25 BPS Cut, Powell Presents Tomorrow – Try the Rigatoni

Things you should know Oil remains in the range Mkts re-pricing the 50     bps cut and assuming 25 bps Powell to take a ‘less     dovish stance’ Earnings, Earnings     Earnings….   So stocks continued to trend lower – as the we move closer to the FED’s testimony this week (Wednesday/Thursday) in [...]

By |2019-07-10T11:10:59-04:00July 9th, 2019|Morning Thoughts by Kenny Polcari|
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