Raise, Pause or Pivot? -Try the Spaghetti Arabiatta

Kenny PolcariUncategorized

Things you need to know – –         Stocks back off…. What will the FED do? Pause? Pivot? Or Raise? –         It’s a big week for earnings….20% of the S&P to report. –         Oil falls on supply/demand conversation…. OPEC + to meet tomorrow. –         Inverted yield curve – don’t be ridiculous – it means nothing! –         Try the Spaghetti Arrabiata So, …

It’s a BIG Week! Eco Data, Earnings Data and Central Bank Data – Try the Lemon Chicken

Kenny PolcariUncategorized

          Things you need to know – –        Stocks rallied into the weekend – but are under pressure this morning. –        It’s a big week for earnings….20% of the S&P to report. –        It’s a big week for economic data. –        It’s a big week for the FED, the ECB and the BoE –        Oil retreated …

CVX Announces Massive Buyback and Divy Increase – Try the Spaghetti Frittata

Kenny PolcariUncategorized

Things you need to know – –        Earnings mixed, Eco data more robust and stocks go up –        CVX pre-announces a massive buyback and divvy increase – Sending Joey into a tailspin –        Oil – surges up and thru $80 and is now ready to challenge resistance at $86 – Gold calls for $100/barrel by summer –        PCE out today…. …

The Bulls Were Waiting in the Wings….BAM! Try the Pork Roast Stuffed with Provolone & Tuscan Herbs

Kenny PolcariUncategorized

Things you need to know – –        The bears tried to crush ‘em, but the bulls are not having it –        Earnings, Earnings, Earnings…. –        GDP, Consumer Consumption, Retail Inventories and New Home Sales all on the docket –        Oil is up, Inventories are down. –        Try the Pork Roast Stuffed w/ Provolone and Tuscan Herbs So the bulls are …

Buyer Exhaustion? Or Buyer Caution? – Try the Baked Artichoke Hearts

Kenny PolcariUncategorized

Things you need to know – –         Buyer Exhaustion?  Or Earnings Caution? –         Macro data points to weaker data – more to come… –         Earnings remain mixed at best – did MSFT really disappoint? –         FED remains in lock down mode – but markets expect a 25-bps hike. –         Oil – a bit lower – it’s the slowing economy story …

Have Stocks Run Too Far, Too Fast? – Try the Sea Bass w/Bacon & Leeks

Kenny PolcariUncategorized

Things you need to know – –         Stocks explode up and thru the trendline. –         2022 losers are presenting as great opportunities. –         The FED remains in lockdown mode. –         OPEC+ expected to hold the line – Oil steady at $82/barrel. –         Try the Sea Bass w/Bacon & Leeks Boom! Boom! Boom!   Stocks surged even higher on Monday ….January 23rd …

Stocks Surged, FED in Blackout Mode, Oil UP – Try the Giambotta

Kenny PolcariUncategorized

Things you need to know – –         Stocks surged on Friday – piercing the long term trendline. –         JPM puts out a positive report – chances of a recession falling RAPIDLY –         FED is now in the black out period. –         Oil continues to advance – now trading at $82.20. –         BIG earnings week…. representing all sectors –         Try the …

Even Lael is a Hawk! GOOG slashes 12k workers – Try the Mac and Cheese

Kenny PolcariUncategorized

  Things you need to know – –         Stocks continued to decline – FED heads keep the heat on –        Yes, we hit the debt ceiling…..And??? –        NFLX crushes it – massive new subscriber growth. –        GOOG CUTS 12,000 jobs…the CEO take ‘responsibility’ (DUH!) –        Oil trading above $80 –        Try the Mac and Cheese – a great comfort dish! …

Goldman MISSES (BIG), Investors Not Happy/Try the Simple Pot Roast

Kenny PolcariUncategorized

Things you need to know – –        Goldman’s arrogance takes the stock lower –        Empire Manufacturing – collapses…falling 4 x greater than consensus estimates. –        Oil rallies and kisses trendline resistance – another demand story –        China claims slow growth – I say – So what? –        And the earnings parade continues… –        Try the Simple Pot Roast Goldman Sachs …

Earnings Do Not Disappoint (yet); More this week – Try the Lemon Roasted Feta Chicken Thighs

Kenny PolcariUncategorized

Things you need to know – -Earnings did not disappoint….beats on top and bottom lines -Macro data offers hope -Commodities – precious metals/oil continue to push higher -2022 losers are 2023 winners! -Try the Lemon Roasted Feta Chicken Stocks ended the week on a plus tick…the Dow adding 112 pts, the S&P up 16, the Nasdaq added 80, the Russell …