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Author:
Kenny Polcari
Solid Jobs Boom Sparks Morning Rally, But Fed Caution & AI Anxiety Flip the Script – Try the Fusilli with White Meatballs.
February 12, 2026
Things you need to know NFP does NOT disappoint – markets celebrated and then they didn’t. Fed heads create more…
Headline Hype Calls It a ‘Fade’ — Reality: Stocks Rise Again, Dow Builds on 50K Milestone, S&P Eyes 7,000 – Try the Bucatini alla Grigia
February 10, 2026
Things you need to know Markets digest the explosive move Investors await the data – that is expected to be…
Dow Smashes Through 50,000 in Epic Rebound: AI Panic Fades, Fear Turns to Opportunity as Markets Flip the Script – Try the Roast Beef
February 9, 2026
Things you need to know Algo’s taketh away and then giveth back! Milestone moment – Long term lessons The narrative…
When Markets Bite Off More Than They Can Chew -“I ate it up and Spit it out’… – Try the Spaghetti Arrabbiatta
February 6, 2026
Things you need to know Time for Class…. Try the Spaghetti Arrabbiata OK – time for a lesson…. Step back…
When Love Turns to Liquidation — The Great Rotation Accelerates – Try the Classic Philly Cheesesteak
February 5, 2026
Things you need to know The rotation continues along with some destruction. Leadership can be found in the ‘boring’ sectors.…
From Tantrum to Euphoria to Panic — A Market Trapped in a Mid-Life Crisis – Try the Rigatoni
February 4, 2026
Things you need to know Where were the Buyers? (Hint – They were alive and well). More rotation….The action remains…
Warsh Who? Strong Economic Data Drove the Mkt Higher – Try the Swordfish
February 3, 2026
Things you need to know Eco data crushes any doubt of a slowdown. Early weakness turned to closing highs! PLTR…
The Warsh Effect: A Monetary Policy Reset Shakes Markets – Try the Creamy Chicken Thighs
February 2, 2026
Things you need to know Stocks decline, Precious Metals get Smoked, Warsh is the Pick. VIX surged, Dollar Ripped Higher,…
Volatility Strikes Tech and now Precious Metals! AAPL does not Disappoint – Try the Pork Chops
January 30, 2026
Things you need to know Tech gets hit – the momo guys run for the exits. Kevy Warsh is the…
Markets Kiss 7,000, Fed Shrugs, Earnings Expose Perfection Risk – Try the Creamy Pesto Orzo
January 29, 2026
Things you need to know Markets Churn as it digests the data. Fed stays on the sidelines – and Trump…
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Kenny Polcari