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Author:
Kenny Polcari
UBS Upgrade Causes MU to EXPLODE, Drags Semis & AI Stocks to New Records as Peace Headlines Ease Oil & Inflation Fears – Try the Umbrian Mussels
May 27, 2026
Things you need to know Geo-political news sends stocks higher UBS upgrade causes MU to EXPLODE – taking the whole…
Geopolitical ‘Hopes’ Send Stocks Higher, Oil Lower, Bonds Higher, Yields Lower – Try the Lemon Zucchini Rigatoni
May 26, 2026
Things you need to know Stocks closed higher on Friday and are up again this morning. US & Iran are…
SpaceX Ignites Nasdaq with Historic $1.75T IPO Filing, NVDA Delivers Monster Beat — Markets Explode Higher on Trump’s “Final Stages” Iran Deal Hopes – Try the Short Rib Burgers
May 21, 2026
Things you need to know SpaceX drops their S1 – Nasdaq is the winner – June 12th is D-Day. NVDA –…
Too Comfortable, Too Complacent, Too Frothy. Bonds Penetrate the Danger Zone, Yields Surge and Stocks Get Whacked! – Try the Alaskan Black Cod
May 18, 2026
Things you need to know The Momo crowd gets nervous. Bonds get whacked, Yield surge. Oil up, the VIX up.…
S&P Smashes to 7501 & Dow Tops 50,000 as AI Ecosystem Rally Rolls On — But Narrow Breadth & Rising VIX Warn of Profit-Taking – Try the Veal Meatballs
May 15, 2026
Things you need to know S&P enters another new century! Dow crosses 50K. New Highs/New Lows – pay attention to…
AI Momentum Defies Scorching PPI & Surging Yields: S&P & Nasdaq Hit Fresh Record Highs as Bond Market Rings Alarm – Try the Pasta Norma
May 14, 2026
Things you need to know PPI is scorching hot, yet S&P and Nasdaq print new highs. Bond Yields surge…Treasury sells…
CPI Hotter Than Expected at 3.8% — Inflation Reaccelerates as Oil Tops $102 and Yields Hit Danger Zone – Try the Pork Loin
May 13, 2026
Things you need to know CPI was HOTTER today we get PPI…. Sit tight. S&P, Nasdaq and Russell ends lower…
AI Euphoria Drives Narrow New Highs as Hot CPI Looms, Yields Rise, and Geo Tensions Escalate – Try the Baked Cod
May 12, 2026
Things you need to know S&P pierces 7400! Nasdaq and Russell print new highs too. Do Up volumes and Down…
Markets Ignore Hot Jobs, Celebrate Soft Wages — Geopolitical Risks Return Ahead of CPI – Try the Tortiglione
May 11, 2026
Things you need to know NFP comes in strong but WAGES were the KEY. Is it Wage/Push or Cost/Pull inflation?…
Markets Melt-Up on “HOPE” of US-Iran Deal — Oil Falls by 6%, Bonds and Gold Surge, Yields and VIX Fall – Try Papa Richard’s El Camino Cheese Steak. Kenny Polcari
May 7, 2026
Things you need to know Remember – HOPE is not a strategy. It was RISK ON after headlines suggest a…
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Kenny Polcari