Confusing State vote counting laws…’Come on Man’! – Try the Egg in Purgatory

Things you need to know: UK goes into national lockdown (again) US elections enter its final phase – Polling is mixed on who will win Oil plunges to May lows US economic data continues to be bullish Concerns remains over civil unrest in the week ahead Try the Eggs in Purgatory (so appropriate). Stocks remain [...]

By |2020-11-02T10:11:30-05:00November 2nd, 2020|Morning Thoughts by Kenny Polcari|

Can ANY Country Slow the Virus? – Try the Tuscan Bean Soup

Things you need to know: Virus cases are surging around the world and causing renewed angst Earnings and guidance starting to disappoint – that is not helping the tone Political concerns remain on the front burner – beginning to boil over Technical breaks exacerbating the move – Over-owned TECH under pressure FB, TWTR and GOOG [...]

By |2020-10-28T11:05:08-04:00October 28th, 2020|Morning Thoughts by Kenny Polcari|

Read My Lips – The Markets are Re-Pricing the risk – Try the Cavatappi

Things you need to know: Joey has a George Bush Moment – “Read my lips…” The WHO warns of a ‘dangerous moment’ for the northern hemisphere Countries across Europe imposing new lockdowns – Is the US next? Marky Meadows tells CNN’s Jake Tapper that the US can’t control the pandemic China imposes sanctions on BA, [...]

By |2020-10-26T11:02:05-04:00October 26th, 2020|Morning Thoughts by Kenny Polcari|
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