Say it again, Stan!, Try The Stuffed Zucchini Flowers

Kenny PolcariUncategorized

Things you need to know: ECB adds more stimulus to their program sending markets surging even as eco data is weak The clock ticks towards 8:30 when we get the monthly NFP report – Money moves out of some of the outperformers into the underperformers as investors bet on the recovery Airline stocks on FIRE… Oil pierces resistance as it …

The Explosion Continues…Try the Drunken Spaghetti

Kenny PolcariUncategorized

Things you need to know: Global markets taking a breather ECB set to announce more stimulus Markets remain cautious on the re-opening Infection rates bouncing around but mostly in line with expectations Try the Drunken Spaghetti And the explosion continues… ADP employment report showing only 2.7 mil job losses in the last month and while that sounds ridiculous to say …

FOMO is Driving the Market- try the Summer Risotto

Kenny PolcariUncategorized

Things you need to know: FOMO continues to drive stocks higher The big boys that tried to talk the market lower are saying what now? Goldman reverses course and goes ‘cautiously bullish’ (top is in?) Oil – pierces resistance and surges before retreating as it readies to surge again Try the Summer Risotto FOMO – Fear of Missing Out – …

Stocks Discounted the Negative News/ Try the Pasta Fresca

Kenny PolcariUncategorized

Things you need to know: Global markets focused on a re-awakening and not geo-political issues US continues to confront angry protests (although slowing) while peaceful protests garner more support allowing Americans to come together and work to solve this crisis CNBC is hosting a Veterans’ Investing event Oil – about to kiss $38/barrel – up 11% since last week – …

Headline Risk is Always an Issue

Kenny PolcariUncategorized

Things you need to know: May marks the second straight month of gains – Investors shift to value names China reports better macro data – causing markets to rise Europe and US focus on re-opening Civil unrest over police brutality causes US cities to come under fire Try the Linguine Arrabiata Stocks ended the month on another high note – …

The Global Re-Awakening? Try the Pan Seared Scallops

Kenny PolcariUncategorized

Things you need to know: Headline Risk – is always an issue China passes the new controversial security law – stealing HK freedoms Trump takes to Twitter to attack Twitter over free speech Trump prepares for his China press conference and the markets wait… Try the Pan Seared Scallops Headline Risk – remember those words… Stocks began the day once …

And the March Continues…Try the Pork Chops

Kenny PolcariUncategorized

Things you need to know: China votes to impose new security laws on Hong Kong Protests increase – yet global markets not reacting yet US calls China out and is prepared to issue a response by tomorrow Markets pierce ‘technical trendlines’ adding to the excitement Try the Pork Chops And the march continues….both the march higher in stocks and the …

Futures are on Fire! Try the New Take on Shrimp Parmegiana

Kenny PolcariUncategorized

Things you need to know: US/China tensions remain ‘hot’ – but the algos ignore the heat Novavax is the new vaccine darling Air/Hotel bookings rise, Mortgage Apps up – Good news for the US economy Japan, Australia & Europe not seeing signs of a ‘resurgence’ as they re-open China assures Hong Kong that its legal system would remain ‘independent’ Then …

Trump Turns Up the Heat on China / Try the Summer BBQ

Kenny PolcariUncategorized

Things you need to know: US/China tensions heat up – causing angst in global markets AstraZeneca is the new vaccine darling – US commits $1.2 billion China/Hong Kong tensions heat up – causing markets to fall Oil retreats as traders take profits on the headlines Democrats launch an offensive – Biden appears on CNBC Squawk Box Try the Summer BBQ …