Canary in the Coal Mine/Try the Pan Seared Halibut

Kenny PolcariUncategorized

Things you need to know: WFH stocks may be the canary in the coal mine FAANMG stocks appear a bit exhausted after Nasdaq makes another new high JPM – blows the roof off! Not a surprise… Allocates more money to reserves OIL awaits data from the API – Will a CA shutdown cause oil to collapse? The S&P made a …

Biden Comes Out Swinging/ Try the Cavatappi

Kenny PolcariUncategorized

Things you need to know: Biden comes out swinging – takes aim at investors Supreme Court allows a peak at Trump Taxes… oh boy…. Italy surprises European analysts and surges back to life US markets churn ahead of earnings season – S&P struggles with 3200 Nasdaq keeps going – but this is an overcrowded trade… “Caution Ahead” Try the Cavatappi …

Tech Takes the Lead – Try the Chicken

Kenny PolcariUncategorized

Things you need to know: Asian stocks rise, Europe a bit cautious and US futures suggest a mixed review US cases spike yet investors plow on – Nasdaq makes a new high Earnings begin on Tuesday – with JPM, C and WFC leading the way Expect more churn until that happens – Are Gold and UTES suggesting caution ahead? Try …

Will Earnings Season Bring Volatility?

Kenny PolcariUncategorized

  Things you need to know: Markets are just consolidating ahead of earnings Virus cases continue to surge and states continue to decide what to do Earnings to begin next week – investors/traders are bracing for what’s next Try the Linguine with Summer Squash – simple, easy and always good for you Ok, Ok, Ok… Global Markets tore it up …

Slow Down and Take a Breath! Try the Porcini Rub…

Kenny PolcariUncategorized

Things you need to know: Everyone just slow down and take a breath Virus cases continue to spread NVAX becomes the latest recipient of gov’t money to create, test and produce a vaccine by January – stock is up 50% in early trading – a $2 billion KISS in value Central banks stay the course Recall the Aesop fable – …

Markets Focus on the Positives

Kenny PolcariUncategorized

Things you need to know: Virus cases top 50,000 daily – and markets are surging! Economic data better than expected causing investors to re-think what’s happening Hong Kong rallies 2.8% even as China imposes new law and begins arrests Oil tops $40 barrel again as demand projections increase! (Hello???) Try the Spinach Salad with Grapes and Feta Cheese Happy 4th of …

Get Ready for Election Cycle Drama/Try

Kenny PolcariUncategorized

Things you need to know: As we get ready to celebrate the 4th of July – and America’s independence – I want to share this piece about the NYSE with you. It is a wonderful reminder of the role that the capital markets play in our lives and it is a very dear to my heart as I got to spend …

It’s All in the Headlines…Try the Roasted Sea Bass

Kenny PolcariUncategorized

Things you need to know: GILD/BA and Housing set the markets ablaze yesterday – virus who? But that was yesterday…today it’s all about the virus again – NJ to go in reverse China passes controversial HK bill – tells the US to stay out of it China also has a new pig flu virus that is raising eyebrows in the …

Markets Remain Anxious

Kenny PolcariUncategorized

Things you need to know: Can the headlines get any more anxious? Will FB finally LISTEN to the screams for decency? Or will big Companies continue to boycott FB and ‘the gram’? What about that Biden/Democrat sweep? Who is she? The new VP? Cases do increase but watch hospitalizations/deaths for the real definition. Try the Grilled Lobster/Shrimp Scampi Stocks slid …