Wilbur Says that ‘China Doesn’t Play by the Rules” Try the Cauliflower Risotto w/Truffle Butter

The S&P closed at 2691.25 – So today’s circuit breakers are:  Level 1. 188.39 pts (7%) or 2502.86 Level 2. 349.86 pts (13% total) or 2341.39 Level 3. 538.25 pts (20% total) or 2153.00 _________________________________________________________  The idea of a trade war continues to threaten the mkts…. Trump tweets –  “Trade wars are good!”  The mkts [...]

By |2018-03-05T15:24:37-05:00March 5th, 2018|Morning Thoughts by Kenny Polcari|

Tariffs Cause Talk of Global Trade War – Mkts Under Pressure – Try the Sausage Soup

The S&P closed at 2713.83 – So today’s circuit breakers are:  Level 1. 187.44 pts (7%) or 2490.23 Level 2. 348.10 pts (13% total) or 2329.57 Level 3. 535.53 pts (20% total) or 2142.14 March 2, 2018, 5:25 am…… Global mkts follow the US and are under pressure after the surprise announcement by the White [...]

By |2018-03-03T15:03:17-05:00March 2nd, 2018|Morning Thoughts by Kenny Polcari|

Hallelujah!  It’s About Time – Try the Veal Piccata

The S&P closed at 2744.28 – So today’s circuit breakers are:  Level 1.  192.09 pts (7%) or 2552.19 Level 2.  356.75 pts (13% total) or 2387.53 Level 3.  548.86 pts (20% total) or 2195.42  _________________________________________________________ Uncle Jay (Powell) takes center stage on Capitol Hill…and I have one word to say –  Hallelujah!  Stocks – which [...]

By |2018-04-11T09:55:38-04:00February 28th, 2018|Morning Thoughts by Kenny Polcari, Uncategorized|

WMT, AMZN & A Southerly Furrow?  Try the Lemon Chicken

The S&P closed at 2716.26 – So today’s circuit breakers are:  Level 1.  190.13 pts (7%) or 2526.13 Level 2.  353.11 pts (13% total) or 2363.15 Level 3.  543.25 pts (20% total) or 2173.01  ___________________________________________________________  WMT gets crushed…falling 10% after reporting earnings that ‘weren’t so good’ – think gross margin pressure – Ok so they [...]

By |2018-02-21T15:04:39-05:00February 21st, 2018|Morning Thoughts by Kenny Polcari|

A Flash in the Pan?  Try the Linguine w/Artichokes & Pancetta

The S&P closed at 2732.22 – So today’s circuit breakers are:  Level 1.  191.25 pts (7%) or 2540.97 Level 2.  355.18 pts (13% total) or 2377.04 Level 3.  546.44 pts (20% total) or 2185.75  ______________________________________________________  What?  Me worry? Don’t be ridiculous!!!!  Stocks put in their best week for the year last week…as prices surged following [...]

By |2018-02-21T13:58:27-05:00February 20th, 2018|Morning Thoughts by Kenny Polcari|
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