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So far global has created 835 blog entries.

Earnings; Inflation Data Points & Branson Kisses the Edge of Space – Try the Pasta Piselli

Things you need to know. Investors remain a bit confused – stocks up then down, then up again…this morning they look weaker Yields continue to fall – the 30 Yr bond breaks 2% Earnings to start tomorrow – Financials kick it off Inflation data points Tues & Wed…Sit tight ECB – Did Christine hint of [...]

By |2021-07-12T11:03:31-04:00July 12th, 2021|Morning Thoughts by Kenny Polcari|

Eliminate the NOISE, Listen to the MUSIC – Try the Soft Shell Crabs

Things you need to know. Risk Off and then it is Risk On! Delta Variant – not so fast – there are so many other issues affecting investor psyche. Earnings begin next Wednesday…expectations are running high. Try the Soft-Shell Crabs Good morning …..let’s be clear…..stocks did not drop on Thursday because of the Delta Covid [...]

By |2021-07-09T11:06:02-04:00July 9th, 2021|Morning Thoughts by Kenny Polcari|

The FED Hints at a Change; Investors Re-think Valuations – Try the Salmon w/Lemon Dill for Brunch

Things you need to know. And the FED take to the stage and hints at a possible change. Markets closed higher yesterday, but today are rethinking the narrative. Global markets are under pressure…. European markets all down > 2% US futures pointing to a ‘struggle’ today…. Try the Salmon in a Lemon Dill Sauce for [...]

By |2021-07-08T11:05:14-04:00July 8th, 2021|Morning Thoughts by Kenny Polcari|

It’s a Goldilocks Economy,  10 Yr Falls, Stocks Rise, OPEC Fails to Agree on a Deal – Try the Roast Pork Loin w/Peaches and Honey

Things you need to know. NFP reports suggests a ‘goldilocks recovery.’ 10 yr. treasuries fall again – giving more fuel to equities. Dow, S&P and Nasdaq all notch new closing highs OPEC+ remains in turmoil – no production increases on the horizon – Oil surges up and thru $76/barrel. REvil – launches a global supply [...]

By |2021-07-06T11:03:15-04:00July 6th, 2021|Morning Thoughts by Kenny Polcari|

OPEC Postpones Decision,  Oil Surges, Jimmy B is a Comedian & Xi Xi Makes a Veiled Threat – Try the Baked Wings

Things you need to know. OPEC has an internal fight, oil surges Xi Xi – turns up the temperature on Taiwan, what will Joey do? Will the NFP surprise or disappoint? Investors await Jimmy B – becomes a comedian….LOL Try the Baked Wings And the economic reports continue to come in strong fueling another advance [...]

By |2021-07-02T11:02:23-04:00July 2nd, 2021|Morning Thoughts by Kenny Polcari|

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|
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