Trump Turns Up the Heat on China / Try the Summer BBQ

Kenny PolcariUncategorized

Things you need to know: US/China tensions heat up – causing angst in global markets AstraZeneca is the new vaccine darling – US commits $1.2 billion China/Hong Kong tensions heat up – causing markets to fall Oil retreats as traders take profits on the headlines Democrats launch an offensive – Biden appears on CNBC Squawk Box Try the Summer BBQ …

It’s All in the Headlines/ Try the mussels Triestino

Kenny PolcariUncategorized

Things you need to know: Markets continue to convulse as they look for anything to hold onto Airlines and Autos Surge as the US wakes up causing oil stocks to jump Communication names enjoying the new workspace too Cybersecurity companies are moving to center stage to protect the masses Try the Mussels Triestino Stocks rose yesterday – with the Dow …

Follow the Money…Try the Stuffed Pork Roast

Kenny PolcariUncategorized

Things you need to know: The haters try to kill the Moderna story – follow the money The questions cause some profit taking after Monday’s surge Global markets focus on the STAT news report and also question the motives behind the story Oil – continues to find stability as demand is expected to outstrip supply It is a tangled web …

Accentuate the Positives

Kenny PolcariUncategorized

Things you need to know: Moderna announces phase 1 trial results and scores big The algos go wild taking stocks up more than 3.5% Investors around the world celebrate Oil up again as demand is expected to surge as well Try Nonna’s Bolognese Stocks exploded higher…..the Dow adds 900 pts or 3.85%, the S&Ps jumped 90 pts or 3.15%, the …

Time to Celebrate?

Kenny PolcariUncategorized

Things you need to know: Markets surging around the world as infections are NOT increasing significantly as we re-open. Fed Chair takes to 60 Minutes and says “Don’t bet AGAINST America” The Saudi Investment Fund goes on an American shopping spree While Warren unloads his ‘Goldy’ position – Oil surges up and thru $30/barrel igniting more excitement in the space …

Another Dramatic Day

Kenny PolcariUncategorized

Things you need to know: Markets bucked the trend lower to turn positive on a technical rebound yesterday It’s Friday – loads of US economic data today – is sending futures lower Germany enters recession and France wants equal access Try the Roasted Chicken parts with Cherry Tomatoes, Capers and Kalamata Olives It was a dramatic day yesterday – with …

Headline Hysteria!

Kenny PolcariUncategorized

Things you need to know: ‘Legendary Investors’ Druckenmiller/Tepper go bearish – talking their books Powell adds insight but not new information – everything he said was known The algo’s rip it up – sending stocks lower ‘Legendary Investor’ Bill Miller remains bullish – talking his book And Goldman can’t help themselves – raising their outlook from ‘cloudy’ to ‘gloomy’ Market …

Not A Single Sector Was Spared

Kenny PolcariUncategorized

Things you need to know: Dr. Fauci throws cold water on the market Fed speak is caught between zero and negative rates as they launch their first ETF buy program. Slow down – it’s a bond ETF, but… Algos chose to focus on the negatives yesterday as traders take money off the table European markets are lower as concerns rise …

Markets Are Waffling

Kenny PolcariUncategorized

Things you need to know: Market remains in a holding pattern – up or down very slightly as we wait It feels like a dance – not the waltz or the tango – but rather a ‘break dance’ Investors continue to flock to anything “tech” The FED goes all in and buys an ETF – Is the floor about to …

Investors Are Getting Optimistic

Kenny PolcariUncategorized

Things you need to know: Markets begin the week cautiously – Disney reopens Shanghai park Countries beginning to awaken – restrictions are eased Other ailments being blamed on corona – but is that a stretch? Oil kisses resistance and backs off – as it readies to surge again Try the Pasta Leo Stocks ended the day and week even higher …