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Author:
Kenny Polcari
NVDA Smashes IT (again), Now it’s Jackson Hole – Try the Champagne Chicken Cutlets.
August 24, 2023
Things you need to know. - Stocks rose as we awaited the NVDA results – Investors remained on edge. - …
It’s ALL about NVDA – Full Stop! DJT Absent in Debate – Who will Shine? – Try the Parmegiana Crusted Halibut
August 23, 2023
Things you need to know. It has arrived – NVDA earnings day – but you have to wait until 4:01…
Tech Leads, Will NVDA Surprise? S&P Cuts Some Regionals – Try the Emulsified Aglio e Olio.
August 22, 2023
Things you need to know. - Is the correction over already? - S&P downgrades the regional banks. (Yawn!) - Investors…
19 X’s Forward Earnings is NOT what the Dr. Ordered, Stocks Fall -Try the Mac & Cheese.
August 18, 2023
Things you need to know. - I told you this was a seasonally weak time of year. - The US…
Hello? Anyone Read Those Mins? The Hawks are Alive and Well, Stocks FALL – Try the Risotto.
August 17, 2023
hings you need to know. - What have I been telling you? Hello? Higher rates…. - FED is fractured but…
Who Remembers the 1960’s Batman? Bam! Pow! Bang! Ouch! – Stocks get Clobbered -Try the Mussels.
August 16, 2023
Things you need to know. - Bam, Pow, Bang, Ouch – Reminds me of Batman & Robin - Neely Kashkari…
Good Morning – Stocks bounce- but don’t be fooled. The Pilot has turned on the Fasten Seat Belt Sign – Try the Veal.
August 15, 2023
Things you need to know. - Stocks bounce - don’t be fooled. - Negative Headlines everywhere…China, Russia, Argentina, UK, US…
PPI is Hotter, Higher Oil Prices not even Considered – Try the Sea Scallops
August 14, 2023
Things you need to know. - PPI hotter than expected and that sent bond yields up. - Can producers continue…
Some Betting the FED is Done, They Would be Wrong – Try the Penne Rigate, Zucchini & Guanciale.
August 11, 2023
Things you need to know. - The CPI report does NOT change the narrative. - Stocks rallied hard then FADE…
Disinflation in China? (If you believe it), DIS Raises Prices, and CPI out at 8:30 – Try the Stuffed Chicken Cutlets.
August 10, 2023
Things you need to know. What is going on in China? Do we believe any of it? Oil surges…. but…
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Kenny Polcari