Uh oh?  What Happened to Tech?  Bond Yields Surge to 1.7%? – Try the Grilled Pork Chops w/Sweet Vinegar Peppers

Kenny PolcariUncategorized

Things you need to know  Treasury yields surge to 1.7%, Tech stocks come under pressure Big Cap value in energy, industrial, financials and consumer staples are the beneficiaries. F – rallies 12% after they doubled their manufacturing outlook! (Love Ford) Oil -nearing $80 barrel even as OPEC+ agrees to pump more Try the Grilled Pork Chops with Sweet Vinegar Peppers …

“Gone With the Wind…” – Try the Ricotta Coffee Cream

Kenny PolcariUncategorized

Things you need to know – Another year has come and gone….and we are all one year older…. I wish you all the very best and hope that the new year brings you peace, joy, good health love of family and friends and  continued success and prosperity.  See you on the other side! Frankly, my dear, I don’t care” – …

What?  No After Christmas Sale Going on Here! – Try the Pasta Faggioli

Kenny PolcariUncategorized

Things you need to know – Stocks push higher and higher as investors and PM’s do some window dressing Oil – back in the high $70’s – on its way to $80+ Treasuries churning at 1.5% ish…. leaving many to wonder why? Consider building in some downside protection for January/February Try this version of Pasta Faggioli Good morning…. Stocks continuing …

On Dasher & Dancer & Prancer and Vixen….. – Try the Pollo Agridolce

Kenny PolcariUncategorized

Things you need to know – Santa is out of Quarantine!  Markets surge Try the Pollo Agridolce On Dasher, Dancer, Prancer and Vixen, Go Comet, Cupid, Donner, and Blitzen and the favorite one of all – Go Rudolph….and Booooomm!  Stocks surge higher…. this as the CDC CUT the quarantine time that you must observe if you have covid or any …

Omi who?  PFE Getting Approval for NEW Therapeutic, Is Santa Coming? – Try the Christmas Morning French Toast

Kenny PolcariUncategorized

Things you need to know  Omi who?  Markets push higher all while NYC, Chicago & LA go into a self-imposed lockdown PFE on the verge of getting FDA approval for a new ‘covid drug’ Lots of eco data today but none of it means anything. Global markets all trending higher awaiting Santa Claus Try the Christmas morning “French Toast Casserole” …

Remember – It’s about the Foundation!/Try the Potato & Eggs

Kenny PolcariUncategorized

Things you need to know  What was all the panic about?  Covid – That would be a mistake Policy decisions and macro data and company/industry news should be your drivers Global markets all higher today, but I think Santa is still in lockdown mode Treasury yields up, Oil up, Dollar up and the Vix is down. Try the Potato and …

Global Mkts Under PRESSURE! Central Bank Policy & Omi Cited as Reasons – Try the Prime Rib for Christmas

Kenny PolcariUncategorized

Investor’s re-think everything – as Santa Claus gets ‘locked down’ Hysteria around rising case counts vs. severity counts – there is a difference Europe threatens renewed lockdowns, US is said to be mulling it over as well – Blue states on the edge MRNA comes out and reports efficacy rates for their ‘booster’ (conveniently it’s good news – stock rallies …