Mkts Kiss All Time Highs?  What Angst? Recession?  Don’t be Foolish!  Icahn Moves to Miami — Try the Ropa Vieja

Things you should know Mkts kissing all-time     highs Algo’s gearing up to     strike ECB does not disappoint     and that puts more pressure on Powell Icahn moves to     Miami!  OK – the ECB did not disappoint  -  they announced a 10 bps cut in rates – taking its [...]

By |2019-09-13T11:02:05-04:00September 13th, 2019|Morning Thoughts by Kenny Polcari|

Trump Delays Tariffs Increases, China Exempts Some US Products and the ECB Launches Huge QE – Try the Baloney Sandwich

Things you should know - Trump delays tariff increases - China exempts some US products from tariffs - The Saudi’s & OPEC talk of more production cuts -  and the ECB announces a smaller rate cut but a bigger QE plan.  The spike higher yesterday in the mkts is all about trade and the ECB….Rumors [...]

By |2019-09-13T11:02:05-04:00September 12th, 2019|Morning Thoughts by Kenny Polcari|

UK’s Johnson Under Pressure (Oh Boy), New Trade Talks Yield New Results? All Eyes on NFP – Try the Risottos All’ Amarone

Things you need to know Rumor has it that ‘this     time will be different for trade talks’ Today’s NFP report and     Fed Powell speech will be the catalysts UK’s Johnson under     pressure (hate when that happens)  Stocks exploded higher on the news that the US and China have apparently [...]

By |2019-09-06T11:10:14-04:00September 6th, 2019|Morning Thoughts by Kenny Polcari|

Trade Talks On!, Algo’s Cause Mkts to Surge (Yawn) – UK’s Johnson Family in the Spotlight – Try the Spaghetti Fritti

September 5, 2019  Things you should know Trade talks on – Mkts     Surge UK under pressure as the     Johnson family enters public feud US Macro data better     than expected – What recession? Stocks close higher on Wednesday, taking back all of the losses that it suffered on Tuesday……Suddenly – [...]

By |2019-09-06T11:10:14-04:00September 6th, 2019|Morning Thoughts by Kenny Polcari|

Waiting on Dorian (still), New Tariffs Hit – Mkts Under Pressure – Try the Sicilian Swordfish

Tuesday - September 3, 2019 Tic, Toc, Tic, Toc…..and we wait….waited for Dorian here in South Florida - preparing for the worst - watching as he pounded the Bahama’s - expecting the same for Florida’s Gold Coast - He parked himself over the Bahama’s killing at least 5 people and causing billions in damages…as of [...]

By |2019-09-04T11:08:12-04:00September 4th, 2019|Morning Thoughts by Kenny Polcari|