Economic Resilience and Market Rebound Amid Mixed Signals – Try the Short Rib Burgers.

Kenny PolcariUncategorized

Things you need to know. –        GDP informs us that the economy remains robust. –        Core PCE Price Index Q/Q reflects higher prices…. What will today’s PCE y/y show?  –        The VIX is lower this morning, futures are HIGHER. –        Oil and Gold churn in place. Bonds prices advance. –        Try the Short Rib Burger. GDP comes in at +2.8% …

Market Meltdown: Tech Sector Crashes Amid Earnings Disappointments – Try the Spaghetti Ubriachi

Kenny PolcariUncategorized

Things you need to know. –        What the heck happened? –        Sellers run for the door…buyers back off – leaving a void in prices. –        Is the TECH trade about to blow? –        Try the Spaghetti Ubriachi Bang! Kapow! Bam! Splat! Oooffff! Klunk!   Holy Artificial Intelligence, Batman!  TSLA and GOOG lit the fuse and then the place fell apart…. Traders …

Tech remains the ‘Soup du Jour’ – Try the Roasted Country Chicken

Kenny PolcariUncategorized

Things you need to know. –        Stocks appear to be a bit tired. –        Earnings misses are overshadowing earnings beats. –        TECH is clearly in focus and will remain the ‘soup du jour.’ –        Oil, gold and bonds churn. –        Try the Country Style Chicken Parts. Ok – so here we go again…..Stocks struggled to take back some of the …

Stocks Bounce, Semi’s UP, Cyber Down, Earnings Con’t to Surprise – Try the Flank Steak

Kenny PolcariUncategorized

Things you need to know. –        Stocks bounced on Monday – Tech (Semi’s) taking the lead. –        Cybersecurity still under pressure – CRWD gets blown up…. –        Earnings now in full force – 80% of companies reporting beats. –        TLSA and GOOG after the bell…. –        Dems raise $200 mill in the 24 hrs. AFTER JoJo pulled out! –        Try …

Market Mayhem and Political Upheaval – Try the Tagliatelle

Kenny PolcariUncategorized

Things you need to know. –        Stocks continued to trade lower. –        Futures this morning suggest a bounce. –        Biden is OUT, but who is in? –        Oil down on an expected ceasefire in the Israel/Gaza war –        Gold up on the prospect of lower rates –        Bonds remain confused. –        Try the Tagliatelle Stocks continued to get hammered on …

Market Pressures, FED Concerns, and Sector Shifts: Essential Insights -Try the Veal Chop

Kenny PolcariUncategorized

Things you need to know. –        Stocks continue to come under pressure – but are you surprised? –        Fianncials and Pharma were the day’s losers. –        Energy, Utilities and Communications were winners… –        Has the FED lost control of the narrative (again?) –        Oil flat, gold down (profit taking) –        Is JoJo about to withdraw? –        Try the Pan Seared …

Market Mayhem: Tech Stocks Tumble, Fed Confirms Rate Cuts, and Oil Prices Rally -Try the Arrabiatta

Kenny PolcariUncategorized

Things you need to know. –         JoJo ignites a fire. –        Donny adds some fuel. –        Tech gets slammed…. Were you really surprised? –        Bonds do nothing, Oil rallies on larger drawdown. –        Fed all but confirms a September, November and December rate cut. –        Try the Linguine Arrabiatta Oh boy…. Tech stocks across the board got smashed and traders …

Market Shifts & Consumer Spending: Key Insights for Investors – Try the Summer Orzo Salad

Kenny PolcariUncategorized

Things you need to know. –        The big rotation is beginning…..Tech dollars go into Value and SMID’s. –        Retail Sales stronger? Or is it just ongoing higher prices? –        Earnings continue to surprise… –        Bonds rally, Oil down and Gold up…. –        Try the Summer Orzo Salad And the party just won’t quit (although today could be a different story) …

Market Moves Higher Amid Political Developments and Economic Signals – Try the Pan Seared Sea Bass

Kenny PolcariUncategorized

Things you need to know. –        Stocks pushed higher, the Dow notching a new 2024 high. –        Trump Taps the Junior Senator from Ohio as his running mate. –        Oil producers, Gun Makers and Private Prisons all seeing investor demand. –        Wind & Solar gets pushed aside – TAN – 5.8%, FAN -2.8%. –        RNC Convention kicks off with Make …

Stocks Climb Amid Mixed Bank Earnings, Futures point higher after Trump Assassination Attempt – Try the Jack Daniels…

Kenny PolcariUncategorized

Things you need to know. –        Stocks pushed higher. –        Bank Earnings began mixed – traders take money off the table. –        GS, BAC and MS due out this week. –        Eco data to be overshadowed by the RNC convention. –        Trump assassination attempt raises his odds of winning. –        Try the Jack Daniles Chicken Thighs Stocks continued to march …