It’s Been a Brutal Week, FED in Lockdown, PCE Due today – Try the Chicken Saltimbocca.

Kenny PolcariUncategorized

Things you need to know. –         It’s been a brutal week – on a number of fronts. –         The Dow is the only index not in correction territory. –         Bond yields continue to cause an issue for stocks. –         Are earnings telling the whole story? –         Janet Tells us that surging rates are good. –         Gold UP, Oil Up –         …

Stocks are Weaker this Morning, 10 yr Above 5% Again. Try the Fusilli w/Crema di Zucca.

Kenny PolcariUncategorized

Things you need to know. –        Stocks end the week, weak and start the week, weaker –        10 yr treasuries are once again above 5% this morning –        The war in Israel intensifies –        Stocks in Europe lower –        It’s a big earnings week – 30% of the S&P to report. –        Try the Fusilli And the beating just won’t …

We get it from Both JJ & Jo Jo; Stocks lower, Futures lower, Fed to Pause, while the Pres Requests More $ – try the Vermont Maple Syrup/Bourbon Marinade

Kenny PolcariUncategorized

Things you need to know. –        JJ takes the stage in the morning while Jo Jo takes to the oval office at night. –        Fed to pause again in November while the President requests $1 billion in aid for both Ukraine & Israel to defend themselves against the enemy while also providing money in humanitarian aid for the Palestinians. –        …

10 yr Kisses 5%, Stocks get Whacked! Arab States call for Oil Embargo on Israel -Try the Dark & Stormy.

Kenny PolcariUncategorized

Things you need to know. –        My internet was out until now! (Thus the tardiness) –        Stocks got whacked, the 10 yr kisses 5% –        JJ to give a speech today…what will he say? –        Geo-political issues enveloping the world now…XiXi, Vlad and Chubby all in bed together –        Arab States call  for an oil embargo on Israel –        Try …

Macro Data suggest both strength and weakness, Mid-East Conflict Intensifies, Oil Surges – Try the Tuscan Soup.

Kenny PolcariUncategorized

Things you need to know. –        Fighting intensifies in the middle east all while Jo Jo lands in Tel Aviv –        Macro data confirms strengths and weaknesses. –        Yields rise across the curve – the 10 yr. is yielding 4.83% –        Earnings continue to ‘beat’, yet the market remains confused. –        Oil kisses $90/barrel – Think Mid-East conflict. –        Try …

Mama’s & Papa’s – Monday, Monday! Stocks Surge & Yields Rise? – Try the Capellini w/Roasted Tomato Sauce.

Kenny PolcariUncategorized

Things you need to know. –        Another Monday Rally – but is something a bit amiss? –        Nations around the world trying to use diplomacy to diffuse the Israel/Hamas conflict. –        Vlad rallies his troops (get a load of this)– Egypt, Syria, Iran, and the PLA –        China supports Hamas and calls for a cease fire. –        Treasury yields rise, …

Remember the Loan Loss Reserve Acct! More Banks Report this Week – Try the Bucatini w/Butternut Squash.

Kenny PolcariUncategorized

Things you need to know. –        Earnings season kicks off with the banks…. It’s both good AND bad. –        This week is about the regionals…. along with NFLX & TSLA –        Gold and Oil surged last week, both are retreating a bit this morning. –        The war in Israel continues to heat up, Palestinians on the move. –        More FED …

CPI? LoL – What did Expect? GOP Puts the House in Disarray, the War Heats UP – Try the French Roasted Chicken.

Kenny PolcariUncategorized

Things you need to know. –        CPI comes in HOTTER. –        Middle East temperature about to go higher. –        8 GOP House members continue to disrupt the process; Democrats licking their chops. –        And Earnings are out…and they are NOT disappointing anyone… –        Try the Roasted Frech Country Chicken **I will be on Fox Business with Stuart Varney today from …

CPI? Hot or Cold? Fed Mins Reveal Split, Investors jump into Safety – Try the Puttanesca.

Kenny PolcariUncategorized

Things you need to know. –        CPI is only moments away. –        Yesterday’s PPI was HOTTER and STICKIER –        FED Mins reveal a split. –        Investors piling into the safety trades – Bonds and Gold –        DAL joins PEP – and reports ‘better than expected’ – HELLO? –        Gold UP, Oil UP, Dollar Down –        Try the Puttanesca The day …

Risk Off – turns to Risk On, Fed Changes Narrative, Mid-East Conflict Enters 5th Day -Try the Chicken Soup.

Kenny PolcariUncategorized

Things you need to know. –         Israel takes control of their border. –         Risk off – turned to Risk on as the FED made some ‘neutral comments. –         Energy and Defense stocks surge –         PEP reports and beats while raising guidance. –         Gold Up, Oil steady and the Dollar down –         Bonds prices up sending yields down. –         Try the …