SlateStone’s Chief Market Strategist, Kenny Polcari, joined Fox Business’s The Claman Countdown to discuss Nvidia’s outsized influence on the market, Fed policy and what investors should watch heading into September.
Kenny noted that while Nvidia’s earnings could ripple across the broader market, he expects an upside surprise. He emphasized patience, caution and discipline—urging investors not to chase tech, but to look toward underperforming sectors such as consumer staples, basic materials and industrials.
His view: September is often volatile, but it’s no reason to panic. A measured approach matters most.
Watch the full segment here.