The Consumer is Alive and Well – Try the Green Tomato Bruschetta

Things you need to know  Eco data is strong – the consumer is fine Philly Fed Survey is strong, manufacturing is healthy Oil demand is up, sending prices higher (imagine that) It’s the Weekend – Try the Green Tomato Bruschetta My appearance with Charles Payne on Making Money yesterday on Fox Business….(Click below) – We [...]

By |2021-09-17T11:07:05-04:00September 17th, 2021|Morning Thoughts by Kenny Polcari|

Stocks March Up and then Down as We Await the FED – Try the Grilled Halibut

Things you need to know  The churn continues – stocks edge higher as the VIX retreats Oil now trading at $72.64/barrel – as demand is alive and well The FED is now in the blackout period – announcement due next Wednesday Negotiations continue in DC – Democrats tell us it is NOT about redistributing wealth [...]

By |2021-09-16T11:02:41-04:00September 16th, 2021|Morning Thoughts by Kenny Polcari|

CPI is ‘Cooler”, Investors Fearing an Economic Slowdown, Stocks Get Hit – Try the Egg Fettuccine w/Lemon Cream

Things you need to know  CPI is ‘cool’ or just not as ‘hot’ as expected This gives the FED more cover….mkts expects no announcement Investors though are growing more concerned about a slowdown The seasonal volatility is alive and well. Try the Egg Fettuccine with a Lemon Cream Sauce The CPI (Consumer Price Index) revealed [...]

By |2021-09-15T11:02:18-04:00September 15th, 2021|Morning Thoughts by Kenny Polcari|

Markets Churning in Line as We Wait for the CPI Report – Try the Clams al’ Fuoco

On Saturday I sent you a 911 video on behalf the Headstrong Organization.  I detailed the work we are doing to save veterans lives – I neglected to include the website in the event that you wanted to make a donation.  This is the web address that includes the video and the donation portal.   – Thank [...]

By |2021-09-15T11:02:20-04:00September 14th, 2021|Morning Thoughts by Kenny Polcari|

Markets Churning in Line as We Wait for the CPI Report – Try the Clams al’ Fuoco

Things you need to know  The Headstrong Project – update Dow rallies while the Nasdaq declines….Are investors confused? Investors await today’s CPI data….was last week’s PPI the canary in the coal mine? Oil up and thru resistance – on its way back to $75/barrel The Democrats are pushing hard for massive tax and spend Markets [...]

By |2021-09-14T11:02:37-04:00September 14th, 2021|Morning Thoughts by Kenny Polcari|

20 Yrs Ago today – the World Changed….and a Generation of Young Men and Women Raised Their Hands….

September 11, 2021 20 Years ago – the world became a different place (again) – and a whole generation of American men and women raised their hands and went to war……After returning from the horrors of war –  many lost the ability to survive in the world – what we call the Hidden Wounds of War [...]

By |2021-09-15T11:02:21-04:00September 11th, 2021|Morning Thoughts by Kenny Polcari|

Global Mkts Weaker, ECB to Announce an ‘Adjustment’? – Try the Rigatoni w/Cherry Tomato Jubilee

Things you need to know  Stocks were all over the place as investors try to decipher all the chatter More big banks expressing some reservations over valuations The ECB is not expected to announce an ‘adjustment’ – Don’t say Taper US futures are down again as the global tone is weaker too Try the Rigatoni [...]

By |2021-09-09T11:11:20-04:00September 9th, 2021|Morning Thoughts by Kenny Polcari|

Global Mkts Weaker, ECB to Announce an ‘Adjustment’? – Try the Rigatoni w/Cherry Tomato Jubilee

Things you need to know  Stocks were all over the place as investors try to decipher all the chatter More big banks expressing some reservations over valuations The ECB is not expected to announce an ‘adjustment’ – Don’t say Taper US futures are down again as the global tone is weaker too Try the Rigatoni [...]

By |2021-09-15T11:02:22-04:00September 9th, 2021|Morning Thoughts by Kenny Polcari|

Stocks FELL!  And they are Weaker This Morning – Sit Tight – Try the Gemelli

Things you need to know  Stocks under pressure as investors rethink the narrative Europeans on edge about tomorrow’s ECB statement Treasuries fall, sending yields higher, Dollar strengthens, Commodities fall Bitcoin and Ethereum had a wild day – ending lower by 10% Try the Gemelli Stocks FELL on Tuesday – September 7th…. that’s right – I [...]

By |2021-09-08T11:03:26-04:00September 8th, 2021|Morning Thoughts by Kenny Polcari|
Go to Top