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So far global has created 721 blog entries.

It was a Palooza – Try the Meatloaf

Things you need to know: NFLX passes 200 million subscribers and generates more than enough cash – stock up 15% GS reported yesterday and beat (admirably) yet found sellers knocking on the door Today is inauguration day – Joe moves into 1600 Pennsylvania Ave, 20003, Trump moves into 1100 South Ocean Blvd, 33480 Bitcoin under [...]

By |2021-01-20T10:04:19-05:00January 20th, 2021|Morning Thoughts by Kenny Polcari|

Value Outperforms Growth; Rates on the Rise – Try the Tuscan Pork Loin

Things you need to know: Stocks churn and await both the political news and the earnings news Value stocks outperforming Growth in what feels like the 2021 theme Rates continue to rise; CPI due out today – will it suggest more upside pressure? Cyclicals do well (as expected) but don’t abandon ‘tech’ Oil – surges [...]

By |2021-01-13T10:05:13-05:00January 13th, 2021|Morning Thoughts by Kenny Polcari|
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