It’s a New Year – Banks, Global Elections and Ongoing Tensions Remain the Narrative – Try the Pot Roast

Kenny PolcariUncategorized

Things you need to know. –        Happy New Year –        Geo-Political Tensions Not Going Away –        Global Elections will be one of THE topics this year. –        Is the FED really going to cut rates 7 times? –        Oil up, Gold up and Bitcoin up…. Vix down –        RSI teases ‘overbought.’ –        Try the Pot Roast Wow!  What an ending …

Now Dasher, Now Dancer and all the Rest – Stocks Continue to Rise – Try the Ricotta Coffee Cream

Kenny PolcariUncategorized

Things you need to know. Stocks went UP. Treasuries now yielding 3.8%, Algo’s still betting on ‘multiple rate cuts. Gold teasing $2100 Oil remains in a tight trading range. Sellers wanting to ‘take profits will wait until next week… Try the Ricotta Coffee Cream “Now Dasher, Now Dancer, Now Prancer and Vixen, On, Comet, On Cupid, On Donder and Blitzen …

SNAP!!! One Down Day and They Tell you that Santa is Leaving you Hi & Dry – Come on! Try Nana’s Cheesecake

Kenny PolcariUncategorized

Things you need to know. –        Stocks SNAP their winning streak – It’s about time! –        You can point to 6 reasons why….Any of them work…. –        The VIXY (Insurance Product) surges by 6% – Hello? –        Try Nana’s Cheesecake – this is one you’ll make over and over. Stocks did WHAT?  The VIX did WHAT? The Hooties did WHAT?  …

Austan Says “Not so fast” While Mary says “Cuts are Appropriate” – Oh Boy! Try the Candied Almonds

Kenny PolcariUncategorized

Things you need to know. –         The story continues….1 more FED head tries to talk it down while another one talks it up… –         Bonds just churn. –         Stocks advance on declining volumes (think Holiday). –         Oil advances as the Iranian’s create chaos in the Red Sea. –         Japan to buy US Steel? –         Try the Candied Almonds – I …

“The British Are Coming” What Do Paul Revere and JJ have in Common? Try the Simple Blanched Broccoli

Kenny PolcariUncategorized

Things you need to know. –         The British Are Coming, The British Are Coming…or are they? –         Williams and Mester both PUSH BACK on expected rate cuts as they try to temper the mood. –         Oil continues to struggle; US production stuns the Saudi’s so – What’s next? –         Gold digesting the latest narrative…. It remains in the $1990/$2050. –         …

It’s a MELT UP Going Into Year End! Try Grandma Emma’s Ragu

Kenny PolcariUncategorized

Things you need to know. –         Priced to perfection – Stocks, Bonds, Oil and Gold continue to advance. –         ECB says ‘We did NOT discuss rate cuts’ – comical because JJ said the same thing only 1 month ago. –         The 10 yr. breaches 4% –         Oil demand seen rising in 2024. –         Try Grandma Emma’s Ragu Confidence is defined …

So, Higher for Longer is NO longer the Narrative? OK – strap in…Yields Plunge, Stocks and Bonds Surge! Try the A…

Kenny PolcariUncategorized

Things you need to know. And the PIVOT ‘officially’ begins…. investors, traders and algo’s go all in on stocks and bonds!  The headlines are on FIRE….as the FED makes it clear that ‘higher for longer’ isn’t really ‘higher for longer’ – it’s just ‘higher for shorter’ as the DOT plot now shows a strong bias to lower rates in 2024 …

Stocks Up, VIX down, Is OIL making a Presidential Prediction? Feast of the 7 Fishes – #7 Mussels Posillipo

Kenny PolcariUncategorized

Things you need to know. –         And the rally just won’t quit – the VIX remains complacent. –         Small & Mid-Caps up 15.2% in 6 weeks –         30 yr. – $21 billion bond auction this morning…. –         Is oil making a Presidential prediction? –         Feast of the 7 Fishes – #7 Mussels Posillipo And the rally just won’t quit…. stocks …