Jay DROPPED the Bomb! – Try the Potato Gnocchi

Kenny Polcari Uncategorized Leave a Comment

Things you need to know  Jay Powell dropped ‘The Bomb on Me’ – Gap Band 1982 Tapering, Rate Increases and Reduction of Balance Sheet to happen simultaneously – OUCH! Investors were surprised…. which leads me to ask – WHY? Try the Potato Gnocchi in a Brown Butter Sage Sauce (Potato Gnocchi are like small bombs in your stomach! See how …

Uh oh?  What Happened to Tech?  Bond Yields Surge to 1.7%? – Try the Grilled Pork Chops w/Sweet Vinegar Peppers

Kenny Polcari Uncategorized Leave a Comment

Things you need to know  Treasury yields surge to 1.7%, Tech stocks come under pressure Big Cap value in energy, industrial, financials and consumer staples are the beneficiaries. F – rallies 12% after they doubled their manufacturing outlook! (Love Ford) Oil -nearing $80 barrel even as OPEC+ agrees to pump more Try the Grilled Pork Chops with Sweet Vinegar Peppers …

What?  No After Christmas Sale Going on Here! – Try the Pasta Faggioli

Kenny Polcari Uncategorized Leave a Comment

Things you need to know – Stocks push higher and higher as investors and PM’s do some window dressing Oil – back in the high $70’s – on its way to $80+ Treasuries churning at 1.5% ish…. leaving many to wonder why? Consider building in some downside protection for January/February Try this version of Pasta Faggioli Good morning…. Stocks continuing …

Algo’s Push Stocks Higher as Investors Enjoy the Ride – Try the Escarole/Bean Soup

Kenny Polcari Uncategorized Leave a Comment

Things you need to know – Markets pushed higher into Christmas – US futures are pointing up this morning as we begin the week Treasuries holding steady at 1.49% Oil down $1 as thousands of flights get cancelled (Opportunity!) 2022 – will be an interesting year…. FED, Elections, Legislative Policy, and the Economy all top of the agenda Try the …

Omi who?  PFE Getting Approval for NEW Therapeutic, Is Santa Coming? – Try the Christmas Morning French Toast

Kenny Polcari Uncategorized Leave a Comment

Things you need to know  Omi who?  Markets push higher all while NYC, Chicago & LA go into a self-imposed lockdown PFE on the verge of getting FDA approval for a new ‘covid drug’ Lots of eco data today but none of it means anything. Global markets all trending higher awaiting Santa Claus Try the Christmas morning “French Toast Casserole” …