Pers Income UP 21.1%?  End of Month Re-balance – Try the Grilled Shrimp on a bed of Orzo

Things you need to know. It was month end – Stocks declined; Now it is May – Stocks Advance Household income surges to 21.1% – US spending up too – but what caused the surge?  Was it real? Global Semi-conductor shortages affecting more than just cars. Expect further supply chain disruptions and higher prices. Oil [...]

By |2021-05-03T11:03:47-04:00May 3rd, 2021|Morning Thoughts by Kenny Polcari|

Just a few of Jay’s FAVORITE Things! – Try the Spaghetti w/Asparagus

Things you need to know. It is just a few of Jay’s favorite things… (Read on…) Amazon SMASHES it…. Duh! End of month rebalance – US futures dip. Dollar steady, oil steady Try the Spaghetti w/Asparagus, Garlic & Pancetta (splash of wine) Investors/traders and algo’s all celebrated Jay Powell’s presentation on Wednesday, the strong economic [...]

By |2021-04-30T11:07:22-04:00April 30th, 2021|Morning Thoughts by Kenny Polcari|

GOOG Smashes it! Bernie Can’t See Straight; Apple and FB After the Bell – Try the Sweet/Sour Chicken

Things you need to know. Google smashes it on EVERY metric…..stock up $110 in pre-mkt MSFT beats and traders are unhappy – stock quoted down $6 in pre-mkt FED to release FOMC mins at 2 pm – Listen for any change in anything he says Joey to address the nation and drop another $1.8 trillion [...]

By |2021-04-28T11:03:50-04:00April 28th, 2021|Morning Thoughts by Kenny Polcari|

Biden Floats a 43.4% Cap Gains Rate; Crypto Gets Slammed – Try the Baked Pasta

Things you need to know. Biden Administration LEAKS the capital gains plan and investors vote NO Algo’s go into reverse in an Sell First Ask Questions later mode Existing Home Sales and PMI’s are expected to show more strength bolstering the recovery argument Bitcoin and other cryptos collapsing under their own weight Oil trades up [...]

By |2021-04-23T11:10:34-04:00April 23rd, 2021|Morning Thoughts by Kenny Polcari|

Stocks Down for 2 Days!  Call the Police!  NFLX Beats & Gets Punished – Try the Veal Saltimbocca

Things you need to know. Stocks fall for a 2nd day and some are asking why? Bubble’s bubble’s everywhere….. Guggenheim predicts a bond bull market! Doggy Coin fall 15% NFLX gets punished – Subs missed by 35% Try the Veal Saltimbocca Stock’s stumble and the media suggests that Wall St cannot seem to explain it……Are [...]

By |2021-04-21T11:02:04-04:00April 21st, 2021|Morning Thoughts by Kenny Polcari|

Disruptive Stocks Take a Hit, Lonnie Defends His Baby/Try the Grouper in Brown Butter

Things you need to know. Stocks ended Monday in the RED column!  Can you believe that? Bitcoin’s weekend collapse – 13%, spooking investors gave them a reason to hit the sell button. COIN loses 2% TESLA’s Bitcoin stash PLUS the self-driving car crash that killed two men sent the stock reeling – 6% by 10 [...]

By |2021-04-20T11:03:45-04:00April 20th, 2021|Morning Thoughts by Kenny Polcari|
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