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So far global has created 839 blog entries.

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|

Stocks & Investors Wait, PPI Due at 8:30, Joey Blames OPEC – Try the Mussels Trieste

Things you need to know CPI suggests that prices are cooling, What will PPI tell us? Another FED official bites the dust while Dallas’s Kaplan gets more aggressive Biden appeals to OPEC to pump more oil – That’s funny….. Infrastructure bill makes its way to the House – Will the Progressive Left kill it? Try [...]

By |2021-08-12T11:06:19-04:00August 12th, 2021|Morning Thoughts by Kenny Polcari|

Investors Await More Eco Data – Try the Steak Florentine

Things you need to know Markets churn awaiting eco data tomorrow Treasury yields up, Dollar up (again), and commodities finding stability Bitcoin and Ethereum holding their own. Are we getting ready for that pullback? Try the Steak Florentine Stocks ended Monday somewhat lower, commodities got smacked (think gold, silver, and oil), the dollar index rose, [...]

By |2021-08-10T11:05:03-04:00August 10th, 2021|Morning Thoughts by Kenny Polcari|

NFP was HOT, but Not HOT Enough, DXY Rises Putting Pressure on Commodities – Try the Scallops

Things you need to know NFP report is hot, but not hot enough New virus cases causing renewed concerns for both the vaccinated and the unvaccinated The Dollar Index continues to advance putting pressure on the commodity complex – gold, oil, and the broad commodity index -BCOM all lower No eco data today, but later [...]

By |2021-08-09T11:03:22-04:00August 9th, 2021|Morning Thoughts by Kenny Polcari|

Here we Go!  Strap in for NFP!  T-90 mins – Try the Pasta Allo Scarpariello

Things you need to know Stocks rallied and Goldy ups the ante! Non-Farm Payroll at 8:30 – estimates span the globe Oil – rallies back a bit, building tensions in the Mid-East JPM – offers access to Crypto funds for their ‘best clients’ Try the Pasta Allo Scarpariello Stocks rallied hard on Thursday…after taking it [...]

By |2021-08-06T11:03:21-04:00August 6th, 2021|Morning Thoughts by Kenny Polcari|

ADP Misses Raising New Recovery Concerns and HOOD has a Surprise – Try the Perciatelli in a Lemon Butter Sauce

Things you need to know Stocks fall yesterday on the ADP miss and comments by Fed Vice Chair Clarida Oil – gets whacked as the media creates new concerns about the delta variant The VIX is all over the place as it tries to find stability The Reddit boys send HOOD higher – but surprise [...]

By |2021-08-05T11:04:23-04:00August 5th, 2021|Morning Thoughts by Kenny Polcari|
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