Jay Powell Spot On, The AI/Algo’s Overreact & Throw a Temper Tantrum, Good for the Investor – Try the Slow Roasted Sirloin

Things you should know Jay Powell was spot on - even though some think otherwise Algo’s over react     (again) Cooler heads will     prevail – Mkts need to hold right here to calm down Ok – so today we have to have a broader conversation……in this piece ‘they an them’ are the [...]

By |2019-05-03T11:23:39-04:00May 2nd, 2019|Morning Thoughts by Kenny Polcari|

GDP Surges, Economy is Robust, Can it Continue?  Try the Pulled Pork

Things you need to know. GDP surges, Economy on     Solid Footing Earning continue to beat Trump Talks The Saudi’s     into increasing production  GDP – Gross Domestic Product – is the measurement of a nations overall economic activity…..it is the monetary value of all finished goods and services produced within a specific [...]

By |2019-04-29T11:05:18-04:00April 29th, 2019|Morning Thoughts by Kenny Polcari|

Mkts Surge and Forward Guidance is Robust – Try the Risotto

Things you need to know. Markets surge to new     highs Earnings continue to     impress  And it’s a record close for the S&P and Nasdaq…while the Dow is just points away….the Russell 2000 remains 9% below its September high – giving some analysts/strategists continued reason for caution.   Now don’t get me wrong…..I [...]

By |2019-04-24T11:12:24-04:00April 24th, 2019|Morning Thoughts by Kenny Polcari|

Big Earnings Week, Many Mkts Closed for Easter Monday – Try the Chicken Amatriciana

Things you need to know Stocks  continue to build a base Two more Unicorns take the mkt by storm Many  mkts Closed today for Easter Monday   Stocks ended the holiday shortened week on an upbeat – better retail spending numbers, better Initial Job Claims, better Continuing Claims, better Consumer Comfort and more earnings that continue [...]

By |2019-04-23T11:03:13-04:00April 22nd, 2019|Morning Thoughts by Kenny Polcari|

More Weak Bank Results, but Mkt is Ignoring for Now – Try the Grilled Shrimp

Good morning….it’s Tuesday, April 16th… the morning after a horrific night in Paris….that rocked the world – the fire and destruction at the historic Notre Dame Cathedral is only beginning to be understood and the people of the world continue to grapple with its devastation – the loss of this historic site can be felt [...]

By |2019-04-17T11:05:04-04:00April 16th, 2019|Morning Thoughts by Kenny Polcari|