Trade Talks On!, Algo’s Cause Mkts to Surge (Yawn) – UK’s Johnson Family in the Spotlight – Try the Spaghetti Fritti

September 5, 2019  Things you should know Trade talks on – Mkts     Surge UK under pressure as the     Johnson family enters public feud US Macro data better     than expected – What recession? Stocks close higher on Wednesday, taking back all of the losses that it suffered on Tuesday……Suddenly – [...]

By |2019-09-06T11:10:14-04:00September 6th, 2019|Morning Thoughts by Kenny Polcari|

Waiting on Dorian (still), New Tariffs Hit – Mkts Under Pressure – Try the Sicilian Swordfish

Tuesday - September 3, 2019 Tic, Toc, Tic, Toc…..and we wait….waited for Dorian here in South Florida - preparing for the worst - watching as he pounded the Bahama’s - expecting the same for Florida’s Gold Coast - He parked himself over the Bahama’s killing at least 5 people and causing billions in damages…as of [...]

By |2019-09-04T11:08:12-04:00September 4th, 2019|Morning Thoughts by Kenny Polcari|

Trump Creates Twitter Chaos, Algo’s Create Havoc, China Calls Back to “Let’s Talk?” Try the Stuffed Chicken Breast

Things to know Algo’s create havoc on     the mkts and for investors G7 Produces no real     results Trump says that he got a     call from China Gold spiked and awaits     new news  What a wild day it was…..Powell’s Jackson Hole speech, concern over interest rates, Trump Trade [...]

By |2019-08-27T11:18:08-04:00August 26th, 2019|Morning Thoughts by Kenny Polcari|

Yield Curve Inverts (Again), Dissent w/in the FED, Jay Takes the Stage at 10 am – Try the Tagliata Fiorentina

Things to know -              Yield inverts briefly again and could invert again today -              Trump does a 180 on his recent tax talk -              Jay Powell takes the stage at 10 am   Stocks were all over the place yesterday as the start of the Jackson Hole Symposium got under way – First we got a [...]

By |2019-08-23T11:01:57-04:00August 23rd, 2019|Morning Thoughts by Kenny Polcari|

What’s it All About (Alfie)?  Try the Steamed Lobster w/Drawn Butter

Things you need to know. What’s it all about? Italy in political crisis (again – Yawn) FOMC mins will reveal what? Jackson Hole begins tomorrow So stocks traded up to 2925 ish and failed…..struggling to understand what’s it all about Alfie? ( https://www.youtube.com/watch?v=KoNtj27a6Rk – Classic Dionne Warwick – 1967) Is it just for the moment [...]

By |2019-08-22T11:03:02-04:00August 21st, 2019|Morning Thoughts by Kenny Polcari|

Mkts in Rally Mode, Yield Curve Goes Normal (You’re Kidding!), Geo-Politics Quiet, Trade Thawing. Try the Shrimp Scampi

Things you should know Trade talks appear to     thaw Yield curve no longer     inverted – fueling Risk On around the world Mkts prepare for the     Jackson Hole boondoggle  What a week it was……wild swings in the mkts, caused by more tension in trade talks, more geo-political angst – think [...]

By |2019-08-20T11:09:37-04:00August 19th, 2019|Morning Thoughts by Kenny Polcari|
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