Stocks Up, VIX down, Is OIL making a Presidential Prediction? Feast of the 7 Fishes – #7 Mussels Posillipo

Kenny PolcariUncategorized

Things you need to know. –         And the rally just won’t quit – the VIX remains complacent. –         Small & Mid-Caps up 15.2% in 6 weeks –         30 yr. – $21 billion bond auction this morning…. –         Is oil making a Presidential prediction? –         Feast of the 7 Fishes – #7 Mussels Posillipo And the rally just won’t quit…. stocks …

NFP Stronger or Not? Big Bond Auction Week and Sales Everywhere/ – Feast of the 7 Fishes #6 Stuffed Calamari

Kenny PolcariUncategorized

Things you need to know. –        NFP was stronger?  Or was it? –        Dow, S&P and Nasdaq make NEW closing 2023 highs! –        3, 10 and 30 yr auctions this week – Will bonds go on Sale? –        CPI, PPI and FOMC are all due this week. –        Jo Jo buying Oil – so it finds support at $70… –        …

Get Ready To Give it All UP – The Computer can Walk, Talk & Argue! Feast of the 7 Fishes #5 Bay Scallops in Black …

Kenny PolcariUncategorized

Things you need to know. –        Auto Generated AI – get ready…. –        Magnificent 7 – push higher. –        NFP due out at 8:30 – the clock ticks –        Have the Saudi’s lost control? –        Feast of the 7 Fishes – #5 Bay Scallops in Black Truffle Cream Get to know ‘Auto Generated AI’ because it’s here….and what does that …

Call the Stock Police! Market Under ‘Pressure’ for 3 Days Now! Feast of the 7 Fishes – #4 Baked/Broiled Salmon

Kenny PolcariUncategorized

  Things you need to know. –         Stocks close LOWER for a 3rd day!  OMG! –         The eco data is weakening…Is this the start of the slowdown? –         Oil – hits a vacuum and falls by 3+%. The Saudi’s are NOT happy. –         More job cuts on the horizon…. –         Is the VIX starting to whisper something? –         Feast of …

And Treasuries Con’t to Rally! Anything Crypto is Alive and Well/Feast of the 7 Fishes #3 Feta Shrimp

Kenny PolcariUncategorized

Things you need to know. –         Treasuries continue to rally; Yields continue to decline. –         Bitcoin and everything ‘crypto’ finding NEW life. –         Market continues to ignore the FED, but the FED is not wavering. –         The US is now exporting ‘record’ amounts of oil to the world – putting pressure on prices – The Kingdom is NOT happy. –         …

Powell Says ‘Don’t bet the Ranch’ so Trader’s ‘Bet the Ranch’/ – Feast of the 7 Fishes #2 – Filet of Sole

Kenny PolcariUncategorized

Things you need to know. –        JJ says, ‘Don’t go Betting the Ranch’ and traders ‘Bet the Ranch.’ –        The NERI Index supports double digit growth in 2024. –        Gold makes a new high, and Oil continues to come under pressure. –        Bitcoin pierces $41k – many suggesting $100k is the next stop. –        VIX moves lower – consider some …

It Was a November to Remember! It’s Christmas – time for the Feast of the 7 Fishes -Try the Lobster Sauce

Kenny PolcariUncategorized

Things you need to know. –        Do you remember? –        JJ to speak at 11 am – Will he confirm or deny rate cuts are coming? –        Europe pricing in ECB cuts in April. –        OPEC + invites Brazil to join the cartel. –        Oil prices lower – remember- cuts are voluntary – can they be enforced? –        It’s Christmas …

Now the ECB is about to Cut rates? Not so fast…CRM & SNOW Crush it – Try the Pasta alla Genovese

Kenny PolcariUncategorized

Things you need to know. –        PCE Deflator due out at 8:30 –        Eurozone inflation in retreat, Eurozone economies on the brink of recession? –        Bets are now that the ECB is CUTTING rates – Lagarde says – not happening. –        Is the US bond market doing the work for the FED?  Feels like it. –        CRM and SNOW Crush …

Breathe! Stocks Churn. CyberMonday is Plus $12 billion! – Try Nana’s Cheesecake

Kenny PolcariUncategorized

Things you need to know. –         Breathe…that’s what global markets did yesterday and are doing again today. –         5 yr. bond auction was strong, 7 yr. auction today. –         Cyber Monday suggests we spent more than $12 billion! –         Central Banks around the world remain ‘non-committal.’ –         Try Nana’s Cheesecake (a Holiday favorite). And stocks finally gave up – the …

Complacency, The VIX is trading at levels not seen since 2020, Be Careful -Try the Limoncello

Kenny PolcariUncategorized

  Things you need to know. –        Stocks staged a 4-week rally that has seen the indexes gain more than 10%. –        Bonds back off just a bit, yields rise just a bit. –        Lots of eco data this week – Wednesday is the PCE report – the FED’s favored inflation gauge. –        Oil down, OPEC+ meeting scheduled for Thursday. …