The Hokey Pokey? RISK ON!, Saudi’s CUT, Oil up 2.6%/Try the Lemon Spaghetti w/Asparagus

Kenny PolcariUncategorized

Things you need to know. –        RISK ON big time, NFP report was mixed at best. –        Dow industrials up 2.1% taking it positive on the year. –        Is AI the new Dot.Com? Will history repeat itself? –        The Saudi’s voluntary cut production – were you really surprised? –        Oil up 2.6% today…. Shorts get squeezed. –        Try the Lemon …

It’s’ Done – So Let’s Move on, NFP out at 8:30 – What Will It Say? Try the Simple Roasted Thighs

Kenny PolcariUncategorized

Things you need to know. –         The deal is now done – thank God – we can all move on –         ADP reports strong job numbers, but labor costs are coming down. –         At 8:30 we get the NFP report – what will we learn? –         OPEC+ to meet on Sunday – Oil +1.5% today. –         Stick to the plan!  …

Welcome to the Tril $ Club, Mester Hints at Higher Rates – Try the Mostaccioli

Kenny PolcariUncategorized

Things you need to know. –        NVDA joins the Trillion $ club; Cathie missed the move! –        The Debt Deal runs into trouble – but is that just smoke and mirrors? –        Loretta is at it again…. calls for higher rates as inflation remains ‘sticky.’ –        Oil collapses under a weak China re-opening! (Stop already) –        Europe awaits more inflation …

Welcome to the Tril $ Club, Mester Calls for More Hikes – Try the Mostaciolli Rigate

Kenny PolcariUncategorized

Things you need to know. –        NVDA joins the Trillion $ club; Cathie missed the move! –        The Debt Deal runs into trouble – but is that just smoke and mirrors? –        Loretta is at it again…. calls for higher rates as inflation remains ‘sticky.’ –        Oil collapses under a weak China re-opening! (Stop already) –        Europe awaits more inflation …

OK – NVDA is history now, Still No Deal, Oil Confused? – Try the Apple Pie and Ice Cream

Kenny PolcariUncategorized

Things you need to know. –         NVDA causes all kinds of reactions and analysis. –         Are we closer to a deal? Will it be a deal we can live with? –         Both sides getting into position –         Mixed messages out of OPEC – to cut or not to cut. –         It’s Memorial Day Weekend – Try the Apple Pie & …

No Deal, Congress Leaves for Vacay, NVDA Blows Thru Every Estimate – Try the Simple Steamed Lobster

Kenny PolcariUncategorized

Things you need to know. –         Still no deal – Congress goes on vacation… (guess they aren’t worried) –         Dems want to freeze spending at current levels – but that is a moving target. –         Fitch is the first to put the US on credit watch downgrade (dumb!) –         NVDA blows up…. Sales forecast tops $11 bill/qtr. – Algo’s go …

Does She or Doesn’t She? (Any Baby Boomer understands), Stocks Decline – Try the Pan Roasted Sea Bass

Kenny PolcariUncategorized

Things you need to know. –          Debt talks stall – just adds to the drama of it all. –         Headlines paint a bleak picture – but don’t be fooled…. –         New Home Sales surge!  What did I tell you? –         Guess what the Saudi’s intimated?  Oil surges by 4% in 2 days…. –         Try the Pan Roasted Sea Bass Stocks …

Debt Talks Stall, Mkts remain on Edge, Yellen calling for DISASTER – Try the Chicken Capricciosa

Kenny PolcariUncategorized

Things you need to know. –        Debt talks continue – –        Janet reignites the DEFAULT scenario. –        Joey claims to have compromised but insists on tax INCREASES. –        Oil steady, treasuries steady, gold a bit higher. –        Greek Elections cause a surge in Greece but do little to inspire buyers across the continent. –        Try the Chicken Cappricciosa   Stocks …

Are the Dems trying to pull a ‘Hail Mary’? Stocks Advance, More FED Confusion – Try the Swordfish

Kenny PolcariUncategorized

Things you need to know. –         Debt talks continue – Dems try to pull a ‘Hail Mary’ move. –         Algo’s got all in – sending stocks higher – the S&P and Nasdaq break out. –         Dallas’s Lori Logan calls for more rate hikes. –         Oil steady, gold a bit lower and treasury yields rise. –         Try the Swordfish – a …