Some Big Tech’s Report This Week, FED in Lockdown Mode, Big Negative Bets in the 10 yr. Try the Shells w/Sausage and Peas

Kenny PolcariUncategorized

Things you need to know. –        Stocks remain rangebound. –        Big earnings week – Big Tech in focus –        Traders make a big, short bet in the 10 yr. treasury –        Is there a Black Swan event just ahead? –        Try the Shells w/Sweet Sausage and Peas Stocks remained rangebound last week (think 4000/4200 band) after mixed earnings and mixed …

Been a Long Week, Keep your Eyes on the VIX – Try the Easy Pork Loin

Kenny PolcariUncategorized

Things you need to know. –         Stocks continue to meander…. with a bias lower –         Earnings are what they are, guidance is cautious and that is causing stocks to struggle. –         Eco data is slowing, yet FED heads push for more. –         Is the VIX getting ready to explode higher? –         Try the Easy Pork Loin Well, it’s been a …

Stocks Stuggle for Direction…Central Banks Hint at MORE Hikes – Try the Short Rib Ragu over Pappardelle

Kenny PolcariUncategorized

Things you need to know. –         Stocks struggle looking for direction. –         We are now getting into the heart of the earnings season. –         The BoE and ECB hint of MORE hikes…. Will the FED follow suit? –         IBM & TSLA report – look for AXP, T, TFC FITB and more today. –         Futures pointing lower…. –         Try the Short …

Markets Appear to be Tiring, Hints of Ongoing Hikes a Real Risk – Try the Steak Florentine

Kenny PolcariUncategorized

Things you need to know. –         Housing Starts better but Building Permits worse. –         We have a 71% beat rate so far….in line with historical averages. –         Market feels toppy and tired, FED talk hints of hikes beyond May? –         UK inflation back above 10% (think REVERSAL!) –         Treasury yields UP, dollar UP, Gold and Oil Down –         Try the …

Charlie Nails It, STT Missed the Memo, Lots of FED Speak – Try the Veal Scallopini

Kenny PolcariUncategorized

Things you need to know. – It’s TAX collection day…. just in case you are unaware – you have until 11:59 pm to get the postage stamp. – Charlie Schwab does NOT disappoint – – STT on the other hand missed the ‘pre-announce memo’ and investors weren’t happy. – Treasuries rise, the dollar index rises, commodities under slight pressure. – …

Banking Crisis? Don’t be Ridiculous! Try the Shrimp Francese

Kenny PolcariUncategorized

Things you need to know. –        The big money center banks did not disappoint – Super Regionals are next and then the smaller regional will report. –        Big week for earnings….20% of the S&P will report JNJ, NFLX, TSLA to name just a few. –        Fed Governor Waller suggests more hikes – with an S, Bostic calling for 1 more. …

PPI Crushed it, Stocks Surge, FED on Hold? Today it’s about the Banks. – Try the Lemon Chicken

Kenny PolcariUncategorized

Things you need to know. –        PPI collapses – and stocks surge! –        Fed is now almost guaranteed to stop the hikes AFTER the May meeting… –        UNH beats, Will BLK, JPM, PNC & WFC do the same?   –        BA has more problems…. supply issues and incorrectly installed parts in the 737 MAX – stock down 5% –        Try …

CPI No Surprises, FED Calls for Mild Recession, Stocks do a 180/Try the Rigatoni w/Sweet Sausage and Tomato Cream

Kenny PolcariUncategorized

Things you need to know. –        CPI pleases everyone. –        FED Mins are suggesting a ‘mild recession’. Is that like ‘transitory inflation’? –        Today it is about the wholesale prices at the producer level. –        Tomorrow brings us bank earnings…. –        LVMH sees a surge in revenues and trades at an ALL TIME HIGH – Hello? –        Try the Rigatoni …

And we wait…..tick, tock, tick, tock…Try the Italian Style Sweet and Sour Chicken

Kenny PolcariUncategorized

  Things you need to know.  –        Stocks churn as investors await today’s CPI report. –        Bonds yields move up just a bit. –        Gold holding steady at $2025/oz while Oil remains above $80. –        Mixed messages out of the FED heads…. but expect rates to rise. –        Try the Italian Style Sweet and Sour Chicken. Stocks continued to meander …

Stocks Advance as Investors Brace for the Latest Inflation Data/Try the Shrimp Scampi

Kenny PolcariUncategorized

Things you need to know.  –        Stocks advance as investors bet the hiking cycle is about over –        NFP does not surprise –        This week we get the latest CPI & PPI – Earnings season begins on Friday –        Try the Shrimp Scampi Well – the NFP report came in right in line….but by now you know that….there was nothing …