www.slatestone.com 2021-12-20 13:05:59

Investor’s re-think everything – as Santa Claus gets ‘locked down’ Hysteria around rising case counts vs. severity counts – there is a difference Europe threatens renewed lockdowns, US is said to be mulling it over as well – Blue states on the edge MRNA comes out and reports efficacy rates for their ‘booster’ (conveniently it’s [...]

By |2021-12-20T10:04:13-05:00December 20th, 2021|Morning Thoughts by Kenny Polcari|

BoE Raises Rates, ECB Does Nothing, & Investors re-think What’s Happening – Try the Cheesecake

Things you need to know  Investors re-think the commentary It’s a big options trade day today and many are pointing to that to explain the weakness BoE raises rate taking first mover advantage, the ECB stands still Oil rallies yesterday on increased demand and falls today on increased cases of Omicron – Yet GS has [...]

By |2021-12-17T10:09:15-05:00December 17th, 2021|Morning Thoughts by Kenny Polcari|

History Repeats Itself – Get Ready for Wage/Price Spiral (1978/79) – Try the Butterscotch Clusters

Things you need to know  History does repeat itself…. Get to know the 1978/79 Wage/Price Spiral In this case – it’s good to be a dinosaur – because WE remember what happened. Expect markets to churn into the 2 pm hour – when the show starts. IEA cutting demand for oil because of Omi – [...]

By |2021-12-15T10:02:12-05:00December 15th, 2021|Morning Thoughts by Kenny Polcari|

Dumbo is in the Room! Weakness has nothing to do with the Virus – Try the Linguine Puttanesca

Things you need to know  There is an ELEPHANT in the room and his name is Dumbo…. Market weakness is not about Omi, Delta or even Covid 19 PPI report expected to be even HOTTER than the already HOT estimate FED announcement tomorrow – The Q is about rates not taper. Try the Linguine Puttanesca- [...]

By |2021-12-14T10:10:13-05:00December 14th, 2021|Morning Thoughts by Kenny Polcari|

Markets UP, but are Investor’s Tiring?  CPI Tomorrow – No Sleeping/Feast of the 7 Fishes – #7 Bay Scallops in Black Truffle Cream Sauce

Things you need to know Markets advance – but appear to be a bit tired PFE and AstraZeneca make real headway against Covid and its cousins Oil continued to advance; Treasury yields advanced Investors await tomorrow’s CPI report Feast of the 7 Fishes – #7 Bay Scallops in a Black Truffle Cream Sauce Risk Assets [...]

By |2021-12-09T10:05:32-05:00December 9th, 2021|Morning Thoughts by Kenny Polcari|

Breaking News – PFE Says 3 and Done! Stocks Surge/Feast of the 7 Fishes – #6 Baked/Broiled Salmon

Things you need to know  ***Breaking News – PFE announcing that their ‘booster’ shot is enough to neutralize ‘Omi’ – so there is NO need to develop a whole new vaccine….US futures which were down have now gone positive…. *** Stocks continue to push higher into year end, Omicron fears subside Oil up again, US [...]

By |2021-12-08T10:03:30-05:00December 8th, 2021|Morning Thoughts by Kenny Polcari|

Maybe there IS a Santa Claus? Stocks Surge, Omi Fear Subsides/Feast of the 7 Fishes – #5 Mussels Posillipo

Things you need to know  Stocks go Risk on as Omicron Fears are Overblown Treasuries Fall, Yields Rise Oil continues to advance – now up $9 in 4 days… Fed to announce a doubling of the taper schedule Feast of the 7 Fishes – #5 – Mussels Posillipo “Yes Virginia – there is a Santa [...]

By |2021-12-07T10:03:33-05:00December 7th, 2021|Morning Thoughts by Kenny Polcari|
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