Earnings are the Focus, Bar Low, Beats High, Tech on the Hot Seat – Try the Rib-Eye

Things you need to know -              And the earnings train continues -              Capitol Hill slams members of the Tech industry -              Trump stirs up China trade And so it begins……..Welcome to earnings season….and expect that the focus for the next 3 weeks will be the micro data (individual company reports/guidance)…..and while we all expect the [...]

By |2019-07-18T11:08:40-04:00July 17th, 2019|Morning Thoughts by Kenny Polcari|

EU says it will investigate Amazon over possible anti-competitive business practices – CNBC

EU Commissioner for Competition Margrethe Vestager addresses a press conference on two state aid cases at the European Commission in Brussels on October 4, 2017. Emmanuel Dunand | AFP | Getty Images EU antitrust regulators will investigate Amazon to determine if the e-commerce giant's use of merchant data breaches competition rules, the European Commission said [...]

By |2019-07-17T11:06:28-04:00July 17th, 2019|Morning Thoughts by Kenny Polcari|

Elon Musk unveils Neuralink’s plans for brain-reading ‘threads’ – The Verge

Elon Musk’s Neuralink, the secretive company developing brain-machine interfaces, showed off some of the technology it has been developing to the public for the first time. The goal is to eventually begin implanting devices in paralyzed humans, allowing them to control phones or computers. The first big advance is flexible “threads,” which are less likely [...]

By |2019-07-17T11:06:39-04:00July 16th, 2019|Morning Thoughts by Kenny Polcari|

Elon Musk’s startup eyes human testing for brain-computer interface – Science Magazine

Neuralink is developing a system of ultrathin electrodes that thread into the brain to read from or stimulate neurons. Neuralink By Kelly ServickJul. 17, 2019 , 3:55 PM Elon Musk’s high-profile foray into connecting brains to computers, a 2-year-old company called Neuralink, detailed its ambitions and unveiled some initial results at a livestreamed event yesterday [...]

By |2019-07-18T11:08:41-04:00July 16th, 2019|Morning Thoughts by Kenny Polcari|

The Surge Continues as the FED Ignores Stronger Data – Try the Prosciutto Sorpresa

Things you need to know Powell re-states his     commitment to CUT even in the face of stronger data Mkts celebrate as other     central banks chime in Investors prepare for     the coming earnings season  And it was Jay Powell – Part 2 – and he didn’t disappoint again…..investors/traders/analysts and the [...]

By |2019-07-13T11:05:29-04:00July 12th, 2019|Morning Thoughts by Kenny Polcari|

Do Not Fight The FED (Or the ECB, Or the PBoC) Beware of Earnings – Try the Grilled Pizza

Thursday - July 11, 2019 Things you should know “Many FOMC participants     saw that the case for a somewhat more accommodative monetary policy had     strengthened”  Period! Do NOT fight the FED (or     other central banks)    So In yesterday’s note I said that Jay Powell’s prepared statement – the [...]

By |2019-07-13T11:05:30-04:00July 12th, 2019|Morning Thoughts by Kenny Polcari|