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Author:
Kenny Polcari
S&P, Nasdaq Hit Record Highs but Signal Overbought; Bond Investors Flock to 30-Year Treasuries Amid Tariff Uncertainty – Try the Sausage & Peppers
July 22, 2025
Things You Need to Know S&P and Nasdaq make new intraday highs, but they are both in overbot territory. Bonds…
Magnificent 7 Take the Lead, Waller Auditions for the Fed Chair, and Gold Eyes a Breakout – Try the Italian Bread Salad
July 21, 2025
Things you need to know. Dog Days of Summer are in full swing. It is a big earnings week –…
Federal Reserve Faces Internal Tensions as Retail Sales Surge, Crypto Scores Major Stablecoin Win, and Markets Rally Amid Mixed Earnings – Try the Linguine
July 18, 2025
Things you need to know. JJ is safe for now, but there is turmoil within the walls of the FED.…
PPI Beats Expectations, Powell’s Fate Sparks Noise, OPEC+ Pumps More Oil, and Markets Shrug Off Tariff Fears – Try the Pork Loin
July 17, 2025
Things you need to know. PPI is better than expected. Tariff ‘inflation’ is a non-event. Will JJ stay or will…
Trump’s Tariff Threats, Bitcoin Surges, Stocks and Bonds Slide as Gold and Oil Climb – Try the New England Clam Chow-Dah!
July 14, 2025
Things you need to know. Stocks and Bonds Stuggle. Trump turns up the heat on Tariffs leaving GS surprised! Both…
Stocks Hit Record Highs, Delta’s Upbeat Forecast Lifts Airlines, Bond Auction Signals Strong Demand, and Markets Shrug Off Tariff Noise – Try the Spaghetti
July 11, 2025
Things you need to know. Stocks hit new highs. Bond auction finds plenty of demand. DAL surprised to upside –…
NVDA Hits Historic $4 Trillion Mark as Stocks, Bonds, and Gold Rally Amid Tariff Confusion and FOMC Stalemate – Try the Pasta
July 10, 2025
Things you need to know. NVDA is now a $4 trillion company! Stocks rallied, bonds rallied, oil rallied and gold…
Summer Doldrums, Markets Stay Flat Amid Trump Tariff Talks and Bond Auctions – Try the Italian Style Pork Chops
July 9, 2025
Things you need to know. It is the summer doldrums…..markets were quiet. Trump teases new tariffs on copper and pharma.…
Market Slides on Exhaustion as Tariff Talks and Earnings Uncertainty Loom – Try the Pasta Primavera
July 8, 2025
Things you need to know. Market express exhaustion, stocks decline. Tariffs and TSLA weakness being blamed Oil up, Gold down,…
Stocks Surge in Holiday-Shortened Week, The BBB is now law, NFP is Strong, but Tariff Tensions and Overbought Signals Loom – Try the Chilean Sea Bass
July 7, 2025
Things you need to know. The BBB is now signed, sealed and delivered. The BRICS meet and Trump warns of…
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Kenny Polcari