Non Farm Payrolls Explode!  Investors Chomping at the Bit – Try the Risotto All’ Amarone

Things you need to know. Markets were closed on Friday, Investors unable to react to eco data European investors got the first crack – US investors gearing up now More macro data will sure to confirm a robust recovery Yet – 10 yr yields, inflation and Biden infrastructure plan will cap short term gains S&P [...]

By |2021-04-05T11:03:05-04:00April 5th, 2021|Morning Thoughts by Kenny Polcari|

End of Qtr Shuffle Benefits Tech; Joe Presents his Plan – Try the Gemelli

Things you need to know. End of quarter shuffle – Tech’s benefit 10 yr. yield rises to 1.77% yet stocks rise…are they getting comfortable? Joey makes the presentation – we did not hear anything new – big spending, bigger taxes. Pending Home Sales plunge – as mortgage rates rise and inventory remains low. Try the [...]

By |2021-04-01T11:07:57-04:00April 1st, 2021|Morning Thoughts by Kenny Polcari|

End of Quarter Window Dressing, Disruptive Tech in a Bear Market – Try the Grouper

Things you need to know. Broader market making new highs while tech continues to roll over Yardeni calls for 3% yield on the 10 yr with little to no disruption Disruptive tech in a bear market – what happened to buy the dip? Biden to announce a second ‘social infrastructure program’ costing $2 trillion on [...]

By |2021-03-29T11:04:58-04:00March 29th, 2021|Morning Thoughts by Kenny Polcari|

Powell Causes Angst Early On; Investors Find Opportunities – Try the Chilean Sea Bass w/Sherry Cream

Things you need to know. Powell sends stocks lower in the morning; Joey takes to the podium for the first time since moving into 1600 Pennsylvania Avenue. 7 Yr. Note auction sends the 10 yr. up a bit causing traders to whip around stocks. The EverGreen Container ship stuck in the Suez Canal is expected [...]

By |2021-03-26T11:06:37-04:00March 26th, 2021|Morning Thoughts by Kenny Polcari|

The Rotation Continues, Tech Under Assault – Try the Risotto w/Cauliflower and Truffle Butter

Things you need to know. Stocks get slammed as investors consider what’s next All while Bond Yields continued to retreat – hmmmmm? The rotation continues….as investors go from Sexy to Boring Biden puts Kamala in charge of the border and he is about to make his 1st press appearance today at 1:15 pm Try the [...]

By |2021-03-25T11:04:22-04:00March 25th, 2021|Morning Thoughts by Kenny Polcari|

New Homes Sales Plunge, Bonds Retreat & Stocks Retreat – Try the Chicken Cutlet Milanese

Things you need to know. New Home Sales Plunge – Stocks under pressure even as yields retreat. Janet and Jay provide fodder for the coming SNL Episode. Oil – which got slammed yesterday on demand concerns if finding bargain hunter buyers today. Try the Chicken Cutlet Milanese *** I am hosting my Blitzr Live Event [...]

By |2021-03-24T11:07:44-04:00March 24th, 2021|Morning Thoughts by Kenny Polcari|

Yields Retreat/Tech Rallies – Try the Greek Style Chicken

Things you need to know. Yields retreat sending Tech Stocks surging Talking heads telling everyone ‘not to overthink it’ Cathie Woods is the new Warren Buffet – predicting $3000/sh for Tesla Oil under pressure, the Russell under pressure – makes sense as they have so outperformed in recent weeks Try the Greek Style Roasted Chicken. [...]

By |2021-03-23T11:06:38-04:00March 23rd, 2021|Morning Thoughts by Kenny Polcari|
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