Stocks Fall, And Crypto’s wipe $147 billion of Value off the Table/Try the NE Clam Chowder

Things you need to know  And the rally fades…. stocks end on their lows…expect further weakness ahead. Financial and political headlines causing global investor angst FED losing control of the conversation is NOT helping the tone ahead of their FOMC meeting next week Global markets all lower – S&P now about to test its 200 [...]

By |2022-01-21T10:04:07-05:00January 21st, 2022|Morning Thoughts by Kenny Polcari|

Holy Smokes Batman, Nasdaq in Correction Territory/Try the Linguine Tri-Colore

Things you need to know  Holy Smokes Batman!  Nasdaq now in official correction territory Stocks continue to come under pressure as confusion reigns about coming FED policy Oil up on demand and geo-political pressure in Russia and the Mid-East 10 Yr. Treasuries now kissing 1.9% and going higher FOMC meets next Tues/Wednesday Try the Linguine [...]

By |2022-01-20T10:10:42-05:00January 20th, 2022|Morning Thoughts by Kenny Polcari|

There is a Theme Here…Pay Attention/Try the Grilled Veal Chop w/Cherry Tomatoes

Things you need to know  There is a Theme playing out – Why should I stand in the way? Global markets under pressure again, 10 yr Treasuries kiss 1.85% Bank earnings beat on the bottom line, investors/traders and algos hit the SELL button – Buyers are not ‘standing the way’ Oil up again….as the demand [...]

By |2022-01-18T10:08:07-05:00January 18th, 2022|Morning Thoughts by Kenny Polcari|

Investors Run for the Door!  Tech Gets Trampled – Try the Linguine w/Artichokes and Pancetta

Things you need to know Nasdaq gets clobbered, PPI at 40 yr. highs The FED prepares to ‘shock investors’ Lael Brainard sweeps the Senate Panel off their feet The Majority of FED Presidents now support aggressive moves And earnings…BLK, JPM AND WFC all beat on the bottom line Try the Linguine w/Artichokes and Pancetta Who [...]

By |2022-01-14T10:02:51-05:00January 14th, 2022|Morning Thoughts by Kenny Polcari|

It’s all Very Orchestrated – Don’t Kid Yourself – Try the Breaded Pork Cutlets Bathed in White Wine

Things you need to know  Let’s be clear – It’s all very orchestrated Stocks plunge and then attempt to rebound on a buy the dip play 10 Yr. Yields surge up and thru 1.8% – yr. end targets now have a 3 handle Crypto’s under pressure – Bitcoin about to experience a ‘death cross’ and [...]

By |2022-01-11T10:05:00-05:00January 11th, 2022|Morning Thoughts by Kenny Polcari|

Chop, chop, chop – Stocks Look for Stability/Try the Frittata

Things you need to know  Stocks look for stability, but continue to come under pressure as the new FED reality sinks in.  Value overgrowth in 2022. OIL – pierces $80/barrel…. expect prices at the pump to surge…. Treasuries are now yielding 1.74% heading towards 2%…. how much more pressure will that put on stocks? Crypto’s [...]

By |2022-01-07T10:05:02-05:00January 7th, 2022|Morning Thoughts by Kenny Polcari|
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