Kiss February Good-Bye? or Good BUY? – Try the Rigatoni

Kenny PolcariUncategorized

Things you need to know – –        Well, we are now in the 3rd month of the year.  End of quarter only 4 weeks away. –        February was tough but not a disaster.  Bonds now offering a real alternative to stocks and that will keep the lid on. –        Oil holding steady, Gold rallied on the back of a weakening …

Stocks Find Support at the Trendline – If You’re Stuck Try the Bran Muffins

Kenny PolcariUncategorized

Things you need to know – –         Stocks churned as they found support at the trendline. –         FED Governor Philly Jefferson suggests the road ahead is going to be tough –         Oil backs off yesterday and rallies today. –         Gold rallies yesterday and backs off today. –         If you ‘stuck’ try the Bran Muffins! Here is my appearance with Liz …

Stocks Got Smushed – Was it an Overreaction? – Try the Pan Fried Thighs

Kenny PolcariUncategorized

Things you need to know – –        Stocks got smushed….PCE stronger than expected – OK- was that supposed to be a surprise? –        Bond yields rise, dollar index rises, gold falls –        Oil bounces off of the low – Goldy puts out another note –        3970 is now trendline support – will we hold? –        Try the Pan-Fried Chicken Thighs …

Oh Boy…Here we go Again! Another Knee Jerk Reaction by the Algo’s? Try the Shrimp Scampi

Kenny PolcariUncategorized

Things you need to know – –         Stocks continue to thrash around –         PCE due out at 8:30 – Is the market prepared for it? –         All the markets want is clarity…. –         Try the Shrimp Scampi Stocks rallied on Thursday….after chomping around all day – traders and algo’s took it higher into the closing bell – the WSJ defining …

The Great OZ has Spoken! FED to Remain Aggressive – Try the Marinated Pork Chop

Kenny PolcariUncategorized

Things you need to know –        The FED has spoken – will investors listen or continue to ignore the message? –        Stocks churned yesterday and are attempting to move up this morning –        Oil – falls further as inventories build….and the dollar remains strong –        Gold & other precious metals under pressure because of the strong dollar too. –        Try …

It’s Getting Hot In Here – And we’re NOT talking Climate Change – Try the Spaghetti alla Nerano

Kenny PolcariUncategorized

Things you need to know – –        The tone was negative….Monetary policy and geo-political issues causing unrest –        Sellers run for the exits; buyers stepped aside sending stocks lower. –        Dollar index up, commodities under pressure –        10 Yr. Treasuries Kiss 4% –        Vlad tests a nuclear capable missile while Xi Xi makes his plans. –        Try the Spaghetti alla …

‘Death Zone’? Oh boy….Try the Lamb Shank Osso Bucco

Kenny PolcariUncategorized

Things you need to know – –         Stocks continue to thrash around. –        Vlad blames the West for the war on the 1 yr. anniversary. –        Joey – in a surprise visit to Kyiv –  commits $500 million more to Ukraine –        JPM and GS warn of further downside – while MGS talks of the ‘Death Zone’ –        Try the …

Inflation is rearing It’s Ugly Head (Again) – Try the Grilled Lamb Chops

Kenny PolcariUncategorized

Things you need to know – –        Inflation is rearing its ugly head (again) –        PPI is HOT, HOT, HOT –        6 month and 1 yr. T-Bills pierce 5% –        Stocks fall on hawkish comments by Bullard and Mester –        Dollar rises, putting pressure on commodities –        Try the Grilled Lamb Chops January Producer Prices come in Hot Hot Hot!!!  …

Retail Sales Surge and Raquel Welch Passes! Try the Rigatoni Alla Vodka

Kenny PolcariUncategorized

Things you need to know – –        Raquel Welch passes away at 84….…..Remember, when she was 30, I was 10!  Do I need to say more? –        Retail Sales surprise to the upside – but is it what it appears? –        PPI due out today….Will that mimic the CPI? –        Try the Rigatoni Alla Vodka Great retail sales report, rates …

Hot & Cool? Oh boy….What NOW! Try the Italian Baked Chicken Pieces

Kenny PolcariUncategorized

Things you need to know – –         It was both HOT and COOL –         FED heads repeat that ‘there is more work to do…’ –         CPI Super-Core? Really?  5+5 = 3?   –         Retail Sales due out at 8:30 – Is the consumer broke yet? –         Gold and Oil take a step back, dollar rises… –         Try the Italian Baked …