Market Mayhem: Tech Giants’ Earnings Ignite Stock Rout, Sending S&P to First Monthly Loss Since April Amid Frothy …

Kenny PolcariUncategorized

Things you need to know. –        Froth – remember that word. –        Tech gets punched in the face. –        Put it perspective – were those results REALLY disappointing? –        Yields up, OIL UP, Gold flat. –        Today is NFP, Tuesday is THE election – although millions have voted. –        Try the Porcini Rubbed Lollipop Lambchops *If you’d like to learn …

GOOG Crushed it, Mkts Await Earnings from META & MSFT. Rising Yields, FED Decision & Election Anxiety just Ahead – T…

Kenny PolcariUncategorized

Things you need to know. –        GOOG knocks it out of the park. AMD offers weaker guidance. –        META & MSFT due after the bell. –        Bond markets around the globe are signaling ‘caution’. –        Oil flat, gold kisses $2800. –        Try the Spaghetti with/Emulsified Aglio e Olio. *If you’d like to learn more about Slatestone Wealth – Click here …

Tesla’s Explosive Earnings Boosts Musk’s Fortune, Eco Data Strong – Yields UP and that Sends Fed Scrambling on Infla…

Kenny PolcariUncategorized

Things you need to know. –        TSLA CRUSHED IT…Stock +22% Energy generation/Storage +52% –        IBM/HON disappoint- put pressure on the Dow. –        Eco data remains robust, Bond Yields Rise… –        What will JJ do at the next meeting? –        Try the Pumpkin/Butternut Squash Risotto *If you’d like to learn more about Slatestone Wealth – Click here and put KP in …

Markets Under Pressure: Exhaustion, Rising Yields, and Bond Vigilante Take a Stand – Try the Pappardelle

Kenny PolcariUncategorized

Things you need to know. –        Stocks, bonds, gold all trade lower…. –        Yields kiss 4.25%. –        The VIX trades 5% higher –        Earnings and Eco data send mixed signals. –        Try the Pappardelle Walnut/Basil/Burrata Pesto “Oh no Toto – I have a a feeling we are NOT in Kansas anymore” – Dorothy Gale – 1939. Remember what I told …

Mkt Exhaustion: Investors Reconsider Rates, Political Uncertainty Amid Mixed Earnings, Rising Yields & Geopolitica…

Kenny PolcariUncategorized

Things you need to know. –        It’s exhaustion…. –        10 yr. bond mkt is telling us that it ain’t over… –        Oil holding steady, gold making new highs. –        “All Roads Lead to Inflation” – PTJones –        Try the Root Beer Ice Cream Float (Think KO earnings!) Stocks churned as investors/traders and algo’s reconsider the FED’s rate cut narrative along …

Stocks, Bonds Sell Off as Investors Eye Fed Moves and Earnings – Stick to the Plan and Try the Classic Lasagna!”

Kenny PolcariUncategorized

Things you need to know. –        Stocks sold off!  Bonds sold off!  Yields Pierce resistance at 4.17% –        Gold steady, oil up, dollar up –        Investors reconsider the data and the next Fed move. –        Futures lower this morning…Stick to the plan. –        Try the Classic Lasagna Good morning.  For those of you who saw my morning video yesterday you …

Momentum is alive as Mixed Data and Earnings Fuel Market Gains Amid Geo-Political Uncertainty and Fed Speculation – Try the Penne w/Pumpkin Cream and Sweet Sausage

Kenny PolcariUncategorized

Things you need to know. We are now all in on the earnings season…it’s a big week. Tech earnings expected to explode higher. Early Voting is now in FULL Swing…. Bonds churn, Gold up, oil up. Try the Penne w/Pumpkin Cream & Sweet Sausage And it continues to be ‘Game On’ as investors, traders and algo’s continue to take stocks …

Strong Economic Data Fuels Rate Cut Uncertainty: How Will Markets and the Fed Respond – Try the Linguine

Kenny PolcariUncategorized

Things you need to know. –        Eco data is undeniable – Retail Sales are Strong. –        Initial Jobless Claims decline, Philly Fed Business Outlook Surges. –        What will JJ do now? Bond Yields tick higher. –        Gold continues to surge. –        Try the Linguine w/Shrimp, Arugula, Tomatoes and Mascarpone **I am at the money show in Orlando today. Next week …

Rotation Drives SMID and Transports to All-Time Highs, Tech Takes a Backseat as Investors Diversify Amid Interest …

Kenny PolcariUncategorized

Things you need to know. –         Stocks pulled a fast one…SMIDS and Transports hit all-time highs. –         The big rotation continues…. –         Oil struggles, but GOLD enters a new century! –         10 yr. bond yields remain above 4%. –         JoJo forgives another $4.7 billion of student debt and shifts the burden to us. –         Try the Fried Chicken Cutlet – …

Markets Jolt as ASML Surprises with Disappointing Earnings, Sparking Broad Sell-Off Across Tech. LVMH does it agai…

Kenny PolcariUncategorized

Things you need to know. –         ASML surprises (not a good surprise) stock falls 16% –         LVMH down 6% today…they also surprised. –         Bonds rally yesterday but decline today. –         Oil – down another 3.5%, Gold kisses $2700. –         More Earnings… –         Try the Vermont Maple/Bourbon Marinade ASML offers a disappointing forecast and BOOM…..Tech got whacked…Now ASML is one of …