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Author:
Kenny Polcari
Treasury Pulls a FAST One and Doubles Long-End Buybacks, Temporary Technical Relief, Fundamentals Unchanged – Try the Herb Roasted Pork Loin
August 20, 2026
Things you need to know Scotty Changed the technicals, not the fundamentals. Fed Mins revealed more members were hawkish. Oil…
Danger Will Robinson: Rising Bond Yields Crush Semis and Force AI Valuation Reset – Try the Classic Marry Me Chicken
August 19, 2026
Things you need to know The bond market is speaking – is anyone listening? Semi’s get clocked….It’s the whole valuation…
Bonds in the Danger Zone: Global Yields Surge, Oil Climbs Above $90, Stocks Lose as Iran Standoff Drags On – Try the Chicken Provencal
August 18, 2026
Things you need to know Global bond markets are screaming. Oil is adding fuel to the fire and stocks are…
Soft Consumer Data Complicates the “Bad News Is Good News” Trade as Markets Consolidate Near Record Highs – Try the Lemon Ricotta Rigatoni w/Arugula
August 17, 2026
Things you need to know Retail Sales suggest the Consumer is ‘weakening’. U of Mich suggests Americans are disillusioned. Bonds…
S&P Hits Fresh Record as Cooler PPI Headline Slashes Sept. Rate-Hike Odds – Try the Bucatini
August 14, 2026
Things you need to know PPI says two things… Bonds rallied, but yields remain ‘elevated’. Issuance is an issue. Oil…
Markets Stuck in a Loop: Geopolitics, Oil and the Fed Keep Stocks Churning Ahead of CPI – Try the Pork Chop Pizzaiola
August 12, 2026
Things you need to know The churn continues for stocks, bonds, oil and gold. CPI today, PPI tomorrow – I…
Oil Surges >5% on Iran Standoff as Yields Rise, Rate-Hike Odds Rebound Ahead of CPI – Try the Puttanesca
August 11, 2026
Things you need to know Stocks spent most of Monday looking for direction after Friday’s record-setting performance — the Dow…
Weak Jobs Data Sparks Stock Rally; Gold Surges as Rate-Hike Odds Fall; Oil Rises on Iran Demands – Try the Summer Orzo Salad
August 10, 2026
Things you need to know NFP goes NEGATIVE, stocks move higher. Bonds rally, yields fall a bit. Oil higher as…
Markets Take a Breather as Oil Rises on Geopolitical Risks; Strong Productivity Data Overlooked Ahead of Today’s NFP – Try the Scarapiello
August 7, 2026
Things you need to know Investors digest the recent rally. Oil pushed higher on renewed middle east concerns. Yields pushed…
Stocks Explode to Record Highs, Oil Plunges on Hormuz Hopes; Bessent Eyes Agreement “Today or Tomorrow” – Try the Linguine
August 5, 2026
Things you need to know Stocks EXPLODE – new highs all over the place. Bessent says – we should have…
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Kenny Polcari