China Strikes Back, Dow Pierces Long Term Support – Try the Hunan Spicy Beef

 Here is my appearance on CNBC World Wide Exchange today: Things you need to know Xi Xi -strikes back –     hits farmers, Energy suppliers, Industrials and the Treasury Mkts buckle under the     weight – The Dow pierces both its 100 and 200 dma but manages to hold on Nasdaq and [...]

By |2019-05-15T11:02:52-04:00May 14th, 2019|Morning Thoughts by Kenny Polcari|

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… 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|
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