Stocks Stumble/Bonds Rally Ahead of Inflation Data; Investors Brace for Volatility Amid Geo-Political Tensions and…

Kenny PolcariUncategorized

Things you need to know. –        Markets await today’s PPI. –        HD reports and beats, but stock is down 3%. –        Oil Rallies, Gold Rallies, Dollar weakens. –        Volatility subsides, but don’t count it out.  –        More eco data all week –        Try the Spinach Salad w/Grape Leaves and Feta Stocks came to a halt struggling for direction as bonds …

Stocks Recover Amid Volatile Week, Consumers Push Back on Rising Costs; Eyes on Upcoming Inflation Data/Try the Sp…

Kenny PolcariUncategorized

Things you need to know. –        Stocks took back almost all the earlier losses. –        2Q earnings have not been so bad. –        The Consumer is saying – “Enough is Enough”. –        Focus this week on PPI and CPI. –        Try the Spaghetti with Garden Vegetables. Here is my appearance with Maria Bartiromo on “Maria Bartiromo’s Wall Street Week” on …

A Week of Whiplash: Stocks Drop then Rally, FED Stands Pat, Jobless Claims Drop – Try a Martini!

Kenny PolcariUncategorized

Things you need to know. –        It’s been one wild week – stocks about to take back all the losses. –        So much for the Emergency FED meeting. –        US Jobless Claims surprise to the downside – igniting a rally in stocks. –        Oil up, Gold up, Bonds down. –        I’m having a Martini! Ok, let’s get this right – …

Volatility Continues Amid Confusion: Stocks Struggle, Treasury Auction Weak, and Recession Fears Grow – Try the Muss…

Kenny PolcariUncategorized

Things you need to know. –        Stocks remain confused. –        10 Yr. Treasury auction was weak. –        Markets need to repair the damage caused by Monday’s action. –        Bond yields up, Oil and Gold flat. –        Try the Mussels from Trieste “Dead Cat Bounce” Recall what I said yesterday…. the rally back on Tuesday was just that…. a Dead Cat …

Chaos Eases, Stocks Rebound Amid Global Turmoil, BoJ Say’s ‘Sorry’ – Try the Espresso Rubbed Rib-Eye.

Kenny PolcariUncategorized

Things you need to know. –        Monday is nothing but a memory. –        The algo’s that created the chaos on the way down, are now creating chaos on the way back up. –        The BoJ says “We’re sorry, we’ll never do that again.” –        The FED says NO emergency meeting – No reason to have one. –        Try the Espresso …

Global Stock Rout: 7 Reasons Behind the Market’s Wild Swings and What’s Next – Try the Cavatappi with Pea Pesto.

Kenny PolcariUncategorized

Things you need to know. –        Stocks around the world get crushed…. –        We can point to at least 7 causes – I’m sure we can find more! –        Bonds continue to rally, while Oil and Gold got sold. –        Today the mood is very different – but don’t think it is over yet. –        Try the Cavatappi with Pea …

Global Markets in Meltdown: Panic Spreads as Fed Considers Emergency Meeting- Try the Chicken Soup.

Kenny PolcariUncategorized

Things you need to know. –        The meltdown appears to be here. –        Global stock markets under pressure – Japan -12%. Europe down 2.5% –        US futures down another 2+ percent. –        More panic because the FED is expected to call an emergency meeting – suggesting that they missed the mark with rates. –        W Buffet – sells some AAPL, …

Stocks Struggle Amid Big Tech Earnings and FED Anticipation – Try The Seared Scallops

Kenny PolcariUncategorized

Things you need to know. –        Stocks struggle to hang on. –        Big Tech earnings this week. –        Oil breaks the trendline, gold steady and Bonds advance. –        Try the Seared Sea Scallops with Tomato Bruschetta Stocks started the week – well weak.  The Dow lost 50 pts, the S&P up 4 pts, the Nasdaq +12 pts the Russell lost …

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 …