Small-Caps Surprise – Try the Braised Pork Chops

Kenny PolcariUncategorized

Things you need to know: Talks continue (Yawn), Markets move higher… Presidential debate becomes a Joey town Hall – Trump not participating Trump looking to host a Florida rally on Saturday Gold and Oil rally on dollar weakness and more stimulus JPM, C, BLK and FAST lead off earnings season on Tuesday Try the White Wine Braised Pork Chop And …

Stimulus Hopes are Alive and Well – Try the Pork Chop Pizzaiola

Kenny PolcariUncategorized

Things you need to know: The Biotechs surge as Trump sings their praises REGN & LLY applying for emergency FDA approval Pence and Harris go at it… but did they really say anything? Futures higher this morning as stimulus hopes remain alive and well Try the Pork Chop Pizzaiola So stocks took off yesterday after a couple of headlines hit …

It’s All in the Presentation – Try the Stuffed Baby Pumpkins

Kenny PolcariUncategorized

Things you need to know: It’s all in the presentation – both for the headlines and for the food Markets digesting yesterday’s surge Trump tells the country ‘Be not afraid’ as he takes his mask off Pence and Harris prepare for their debate – which will be keenly watched Oil – surges and teases $40/barrel again Try the Stuffed Baby …

Speculation Runs Rampant – Try the Penne with Sweet Sausage and Pumpkin Cream Sauce

Kenny PolcariUncategorized

Things you need to know: So many questions, So many answers, So much confusion Expect the Biotechs to surge today… GILD, REGN, MRNA Dexamethasome manufacturers to rise as well… Oil – rebounds up 2% after last week’s beating… Global markets all paying attention to the Trump headlines and all moving up Try the Penne with Sweet Sausage and Pumpkin Cream …

Are the Markets Reacting Prematurely? Try the Chicken Soup

Kenny PolcariUncategorized

Things you need to know: POTUS & FLOTUS are diagnosed with Covid Markets plunge – but rally off the lows as we assess the real risks Science suggest that he has a 97% chance of a full recovery – so is the action a premature reaction? Eco data today becomes ‘almost’ irrelevant. Markets always price in the worst – in …

Stimulus Talk Changes the Tone – Try the Champagne Pork Chops

Kenny PolcariUncategorized

Things you need to know: Stevey changes the tone of the market at 9 am Delivering Alpha (CNBC Conference) is another success The airlines are counting down til midnight – what’s next for that industry and the economy? It is now the 4th quarter – only 85 shopping days til Christmas! Try the Champagne Pork Oh boy… what a day… …

The Debate was a Disaster – Try the ‘Old Fashioned’

Kenny PolcariUncategorized

Things you need to know: The debate was a disaster – leaving voters disgusted Expect a contested election – markets will remain volatile REGN announces more good news surrounding their Covid19 drug Oil breaches trendline support – as demand/supply concerns mount Try the ‘Old Fashioned’  Chaos in Cleveland – have you ever seen anything like it? Right before the election …

The Circus is Coming to Town! – Try the Chicken Thighs w/Pancetta and Balsamic Vinegar

Kenny PolcariUncategorized

Things you need to know: It’s all about the debate tonight – Politics driving the action Biden economic plan/tax plan will be front and center Nancy and Chucky attempt to compromise, Stevey still out Will Trump taxes really make a difference to voters? 50% yes, 50% no! Try the Chicken Thighs w/Pancetta and Balsamic Vinegar Stocks surged out of the …

Stocks Live to Fight Another Day – Try the Pasta Fagioli

Kenny PolcariUncategorized

Things you need to know: The fight continues as investors/trader and algo’s look to sort the data Take a look at the sectors – there is a rotation going on and in that is opportunity Big macro data week – NFP on Friday – last report before election Tensions continue, expect volatility to remain 1st Presidential debate tomorrow – it …