OH Boy – the 3 Big A’s Miss and Warn/Try the Pork Cutlets

Kenny Polcari Uncategorized Leave a Comment

Things you need to know – –         APPL, AMZN, GOOG miss and warn….traders taking just a bit back.. –         NFP report today….will it be stronger or weaker?  –         Unemployment – will it tick up? –         Oil – moves lower on ‘lack of China demand’ OMG –         Try the Pork Cutlets Wrapped in Prosciutto and Pine Nuts WOW……the JJ effect continued …

JJ Said ‘X’ and the Algo’s Heard ‘Y’, Stocks Surge! Try the Potato Leek Soup

Kenny Polcari Uncategorized Leave a Comment

  Things you need to know – –        JJ says ‘more hikes to come’ but the Algo’s say ‘No, Cuts to come.’ –        Stocks go from significantly negative to significantly positive. –        Lots of eco data today – does it support JJ’s thesis? –        Oil holding steady at $76.50…. Gold surges higher –        Try the Potato Leek Soup Markets were …

T-7 hrs….Let the Countdown Begin – Try the Orrechiette

Kenny Polcari Uncategorized Leave a Comment

Things you need to know – –         Stocks were on fire in January! –         Is the Fed about to throw water on it today at 2 pm? –         More earnings and more macro data today –         ECB and BoE will report tomorrow. –         Try the Orecchiette w/Sweet Sausage and Roasted Cauliflower Well – we are through the first month of …

Raise, Pause or Pivot? -Try the Spaghetti Arabiatta

Kenny Polcari Uncategorized Leave a Comment

Things you need to know – –         Stocks back off…. What will the FED do? Pause? Pivot? Or Raise? –         It’s a big week for earnings….20% of the S&P to report. –         Oil falls on supply/demand conversation…. OPEC + to meet tomorrow. –         Inverted yield curve – don’t be ridiculous – it means nothing! –         Try the Spaghetti Arrabiata So, …

It’s a BIG Week! Eco Data, Earnings Data and Central Bank Data – Try the Lemon Chicken

Kenny Polcari Uncategorized Leave a Comment

          Things you need to know – –        Stocks rallied into the weekend – but are under pressure this morning. –        It’s a big week for earnings….20% of the S&P to report. –        It’s a big week for economic data. –        It’s a big week for the FED, the ECB and the BoE –        Oil retreated …

CVX Announces Massive Buyback and Divy Increase – Try the Spaghetti Frittata

Kenny Polcari Uncategorized Leave a Comment

Things you need to know – –        Earnings mixed, Eco data more robust and stocks go up –        CVX pre-announces a massive buyback and divvy increase – Sending Joey into a tailspin –        Oil – surges up and thru $80 and is now ready to challenge resistance at $86 – Gold calls for $100/barrel by summer –        PCE out today…. …

The Bulls Were Waiting in the Wings….BAM! Try the Pork Roast Stuffed with Provolone & Tuscan Herbs

Kenny Polcari Uncategorized Leave a Comment

Things you need to know – –        The bears tried to crush ‘em, but the bulls are not having it –        Earnings, Earnings, Earnings…. –        GDP, Consumer Consumption, Retail Inventories and New Home Sales all on the docket –        Oil is up, Inventories are down. –        Try the Pork Roast Stuffed w/ Provolone and Tuscan Herbs So the bulls are …

Buyer Exhaustion? Or Buyer Caution? – Try the Baked Artichoke Hearts

Kenny Polcari Uncategorized Leave a Comment

Things you need to know – –         Buyer Exhaustion?  Or Earnings Caution? –         Macro data points to weaker data – more to come… –         Earnings remain mixed at best – did MSFT really disappoint? –         FED remains in lock down mode – but markets expect a 25-bps hike. –         Oil – a bit lower – it’s the slowing economy story …

Have Stocks Run Too Far, Too Fast? – Try the Sea Bass w/Bacon & Leeks

Kenny Polcari Uncategorized Leave a Comment

Things you need to know – –         Stocks explode up and thru the trendline. –         2022 losers are presenting as great opportunities. –         The FED remains in lockdown mode. –         OPEC+ expected to hold the line – Oil steady at $82/barrel. –         Try the Sea Bass w/Bacon & Leeks Boom! Boom! Boom!   Stocks surged even higher on Monday ….January 23rd …

Stocks Surged, FED in Blackout Mode, Oil UP – Try the Giambotta

Kenny Polcari Uncategorized Leave a Comment

Things you need to know – –         Stocks surged on Friday – piercing the long term trendline. –         JPM puts out a positive report – chances of a recession falling RAPIDLY –         FED is now in the black out period. –         Oil continues to advance – now trading at $82.20. –         BIG earnings week…. representing all sectors –         Try the …