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So far global has created 835 blog entries.

Hello Jackson Hole!! (via Zoom)  – Try the Pan Seared Garlic Butter Rib-Eye

Things you need to know It is Jackson Hole 2021 (finally) Markets make new highs going into the meeting VIX reflects zero event risk Oil traders taking profits after the 9% spike Try the Pan Seared Butter Garlic Rib-Eye Investors took stocks higher on Wednesday on lower volumes (we discussed this…end of August, vacations etc.) [...]

By |2021-08-26T11:05:36-04:00August 26th, 2021|Morning Thoughts by Kenny Polcari|

FDA Give Final Approval, FED expected to Say Nothing New, Investors Rush In – Try the Simple Baby Back Ribs

Things you need to know PFE/BioNTech get full FDA approval – Investors celebrate Eco data mixed; PMIs suggest weakness. Pelosi fails to advance the $3.5 trillion package and she isn’t happy – but she will try again today.  Expect that there will be hell to pay if members don’t fall in line. Oil surges 5.5% [...]

By |2021-08-24T11:03:40-04:00August 24th, 2021|Morning Thoughts by Kenny Polcari|

It is Jackson Hole Week – Is the FED Playing w/Fire? – Try the Spaghetti w/ Roasted Sweet Red Pepper Sauce

Things you need to know Stocks ended the week a bit black and blue but today it’s all green Focus on the virtual Jackson Hole Summit – Some of the members now suggesting that delta may cause them to hold off Dollar strengthens, putting pressure on commodities – Oil getting hit by that story and [...]

By |2021-08-23T11:04:59-04:00August 23rd, 2021|Morning Thoughts by Kenny Polcari|

More Volatility Ahead….Russell & Transports Hovering at Correction Territory – Try the Mostaccioli w/Arugula & Cannelloni Beans.

“What’s Next for the Markets?” On Thursday, August 26th – As the Chief Market Strategist at Slatestone Wealth – I will be interviewing CNBC’s Ron Insana about the State of the Union…. With the start of the Jackson Hole Fed Meeting that afternoon, this interview could not be timelier.  What to expect? What does the [...]

By |2021-08-20T11:02:33-04:00August 20th, 2021|Morning Thoughts by Kenny Polcari|

Call the Police! – Stocks FELL – Who Stole the Buyers? FOMC Mins only Hours Away – Try the Rib Eye Pizzaiola

Things you need to know Stocks fell? No way… Eco data was weaker than expected and HD and WMT beat estimates but disappoint the trader types VIXY and SH – two ways to help hedge your portfolio Try the Rib-Eye Pizzaiola Stocks FELL!!!  No, that is not a typo…. Stocks FELL…. quick someone call the [...]

By |2021-08-18T11:03:18-04:00August 18th, 2021|Morning Thoughts by Kenny Polcari|

Taliban Takes Kabul and the FED Floats an August Announcement – Try the Rigatoni

Things you need to know Afghanistan falls like a ton of bricks after the Taliban takes Kabul President Ghani flees country, leaving citizens to fend for themselves Markets are NOT reacting to this news…. but it is reacting to the latest FED headline…. And the Delta variant continues to disrupt businesses and the supply chain [...]

By |2021-08-16T11:03:34-04:00August 16th, 2021|Morning Thoughts by Kenny Polcari|

PPI Surges, Delta Creates Chaos, FDA Approves the Booster – Try the Shrimp Scampi

Things you need to know PPI surges yet NOT one comment about the pressure Initial Jobless/Cont Claims improve -so that was the focus Delta continues to create chaos – all while stocks move up FDA now approves a Booster….The bio-techs respond nicely Oil traders lament covid while stock traders ignore covid Try the Shrimp Scampi [...]

By |2021-08-13T11:02:25-04:00August 13th, 2021|Morning Thoughts by Kenny Polcari|
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