Markets Focus on the Positives

Things you need to know: Virus cases top 50,000 daily – and markets are surging! Economic data better than expected causing investors to re-think what’s happening Hong Kong rallies 2.8% even as China imposes new law and begins arrests Oil tops $40 barrel again as demand projections increase! (Hello???) Try the Spinach Salad with Grapes [...]

By |2020-07-02T11:03:15-04:00July 2nd, 2020|Morning Thoughts by Kenny Polcari|

Markets Remain Anxious

Things you need to know: Can the headlines get any more anxious? Will FB finally LISTEN to the screams for decency? Or will big Companies continue to boycott FB and ‘the gram’? What about that Biden/Democrat sweep? Who is she? The new VP? Cases do increase but watch hospitalizations/deaths for the real definition. Try the [...]

By |2020-06-29T11:04:23-04:00June 29th, 2020|Morning Thoughts by Kenny Polcari|

Stress Test

Things you need to know: US states weigh new slowdowns – TX is the first to halt further re-openings Yes, virus cases are up in the younger crowd – but deaths continue to fall FED clamps down on the banks post the stress tests European markets are higher – despite the news while US futures [...]

By |2020-06-26T11:10:22-04:00June 26th, 2020|Morning Thoughts by Kenny Polcari|

Shakedown/ Try the Pork Capricciosa

Things you need to know: The headlines raise the temperature, NY, NJ, & CT impose travel restrictions IMF slashes global growth forecast again – setting off the alarm bells Investors may be pricing in a Biden win – but are they pricing in a ‘sweep’? Stocks get hammered/Oil suffers some profit taking – but the [...]

By |2020-06-25T11:11:17-04:00June 25th, 2020|Morning Thoughts by Kenny Polcari|

All Eyes on the Economic Recovery

Things you need to know: Yesterday markets continued the march higher Today – Fauci comments are sending global markets lower Surging cases across 20 states raising eyebrows 20-30 demographic being blamed for the spread via the ‘Tinder Experience’! Try the Jack Daniels Chicken Thighs Stocks continued to rally on Tuesday – picking up from where [...]

By |2020-06-24T11:08:56-04:00June 24th, 2020|Morning Thoughts by Kenny Polcari|

Stock Market Tug of War!

Things you need to know: Apple makes another blockbuster announcement – Sending the ‘groupies’ into a frenzy Markets surged on Monday – but then Petey Navarro throws a grenade at 9 pm Navarro tells FOX News – that the trade deal is kaput! – Futures plunge Expect more volatility today… S&P support back in the [...]

By |2020-06-23T11:03:27-04:00June 23rd, 2020|Morning Thoughts by Kenny Polcari|

New Lockdown Concerns?

Things you need to know: Apple to shut stores in 4 states – Should you sell your stock? Hardly Virus cases continue to rise around the country and the world – so do the number of tests – Deaths in decline Global markets remain volatile US futures are flat Try the Linguine w/Artichokes and Pancetta [...]

By |2020-06-22T11:04:54-04:00June 22nd, 2020|Morning Thoughts by Kenny Polcari|