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Author:
Kenny Polcari
Tech Fails to Support the Broader Mkt…Try the Spaghetti w/Asparagus and Pancetta
April 27, 2023
Things you need to know. - Tech fails to rally the broader market – but it did provide excitement. - …
Stocks Finally React and they get Whacked, GOOG Beats (Pichai Payday was the Clue) – Try the Seared Scallops
April 26, 2023
Things you need to know. - Companies report beats on EPS but offer tepid forward guidance. - GOOG beats and…
Some Big Tech’s Report This Week, FED in Lockdown Mode, Big Negative Bets in the 10 yr. Try the Shells w/Sausage and Peas
April 24, 2023
Things you need to know. - Stocks remain rangebound. - Big earnings week – Big Tech in focus - Traders…
Been a Long Week, Keep your Eyes on the VIX – Try the Easy Pork Loin
April 21, 2023
Things you need to know. - Stocks continue to meander…. with a bias lower - Earnings are what they are,…
Stocks Stuggle for Direction…Central Banks Hint at MORE Hikes – Try the Short Rib Ragu over Pappardelle
April 20, 2023
Things you need to know. - Stocks struggle looking for direction. - We are now getting into the heart of…
Markets Appear to be Tiring, Hints of Ongoing Hikes a Real Risk – Try the Steak Florentine
April 19, 2023
Things you need to know. - Housing Starts better but Building Permits worse. - We have a 71% beat rate…
Charlie Nails It, STT Missed the Memo, Lots of FED Speak – Try the Veal Scallopini
April 18, 2023
Things you need to know. - It’s TAX collection day…. just in case you are unaware – you have until…
Banking Crisis? Don’t be Ridiculous! Try the Shrimp Francese
April 17, 2023
Things you need to know. - The big money center banks did not disappoint – Super Regionals are next and…
PPI Crushed it, Stocks Surge, FED on Hold? Today it’s about the Banks. – Try the Lemon Chicken
April 14, 2023
Things you need to know. - PPI collapses – and stocks surge! - Fed is now almost guaranteed to stop…
CPI No Surprises, FED Calls for Mild Recession, Stocks do a 180/Try the Rigatoni w/Sweet Sausage and Tomato Cream
April 13, 2023
Things you need to know. - CPI pleases everyone. - FED Mins are suggesting a ‘mild recession’. Is that like…
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Kenny Polcari