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So far global has created 836 blog entries.

ay Tee’s it Up But When? HOOD to go Public on Nasdaq – Try the Potato & Eggs

Things you need to know Jay ‘tee’s’ it up but doesn’t really commit to a start date Inflation is still transitory – stop asking AMZN reports after the bell…. don’t expect them to disappoint Robinhood debuts today…. $38 IPO price, 52 million shares to market, small enough to create panic driven buying in what could [...]

By |2021-07-29T11:03:29-04:00July 29th, 2021|Morning Thoughts by Kenny Polcari|

AMZN Denies any Bitcoin Rumor Leaving Some to Ask What’s Next? – Try the Veal Cutlet Capricioso

Things you need to know China syndrome failed to force markets lower yesterday, but today they are at it again Amazon denies the Bitcoin rumor – Bitcoin falls, but is there more to come? TSLA smashes every estimate…reports $1.1 Billion in quarterly Net Profits GOOG. MSFT and AAPL due out after the bell today Try [...]

By |2021-07-27T11:05:58-04:00July 27th, 2021|Morning Thoughts by Kenny Polcari|

Stocks Continue to Rally Back, Earnings are now the Focus, Delta Who? – Try the Jack Chicken

July 22, 2021 Things you need to know Stocks continue to recoup Monday’s losses and then some What is the bond market really telling us?  Is it caution ahead? Oil trades up 4% and is kissing $71/barrel even as inventories rise… Bitcoin and Ethereum get a little boost from the ‘B Event’ but many still [...]

By |2021-07-22T11:03:21-04:00July 22nd, 2021|Morning Thoughts by Kenny Polcari|

Virus Variant?  Ridiculous…. – Try the Rigatoni Calabrese Style

Things you need to know Delta variant?  Don’t be ridiculous…. Investors come running back after being chased out! Earnings continue to smash estimates….CMG is this morning’s darling 10 Yr yields now at 1.24%, the VIX collapsed again and is lower this morning Bitcoin breaks $30,000 but did not collapse (yet) – a big B event [...]

By |2021-07-21T11:02:26-04:00July 21st, 2021|Morning Thoughts by Kenny Polcari|

The Variant and a Laundry List of Other Issues Cause Mkts to Stumble; Bitcoin Breaks $30k – Try the New England Clam Chow-Dah

Things you need to know It was more than just the variant! I have a laundry list of items Global stocks got slammed as stocks prices fell and treasury prices rose Oil traders were disappointed with the OPEC+ deal and sold oil off 7% Bitcoin breaches $30,000 overnight and is now trading at $29,600 European [...]

By |2021-07-20T11:04:41-04:00July 20th, 2021|Morning Thoughts by Kenny Polcari|

Earnings Begin with a Bang, CPI is HOT, HOT, HOT – Try the Stuffed Chicken Cutlets

Things you need to know. Earnings begin with a bang – 100% of the companies that reported beat on all lines… Go figure. CPI runs much hotter than expected, prompting treasuries to fall and yields to rise – Today brings us the PPI report. Jay Powell to appear on the Hill today and tomorrow…investors will [...]

By |2021-07-14T11:04:21-04:00July 14th, 2021|Morning Thoughts by Kenny Polcari|
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