Tech Stocks Slump Amid Weak Economic Data; NVDA Loses $246 Bil as Market Shows Signs of Exhaustion!/Try the One Pa…

Kenny PolcariUncategorized

Things you need to know. –        Eco data unexpectedly weakens. –        Supports the rate cut narrative. –        Tech gets slapped, NVDA loses $246 billion of value. –        Bonds hold, oil rises, gold surges –        S&P rebalance & Triple Witching – But don’t expect any disasters. –        Try the One Pan Thighs The theme on Thursday was Exhaustion.  Exhaustion is defined …

Tech Surge Propels Markets Amid Rate Cut Speculations; Investors Eye AI Giant NVDA’s Meteoric Rise/Try the Spaghet…

Kenny PolcariUncategorized

Things you need to know. –        FED Heads urge caution – leaving the door ajar. –        Traders continue to push for multiple rate cuts. –        Investors continue to push on NVDA, S&P rebalancing pushing too. –        Oil & Gold hold steady, VIX near historic lows –        Try the Spaghetti Con Salsa di Cippole Carmelata Stocks rose on Tuesday in what …

Tech Rally Defies Odds as Oil Surges Past $80 and Fed Officials Take the Stage – Try the Veal Cacciatore

Kenny PolcariUncategorized

Things you need to know. And the rally continues…Tech just won’t stop. 5 more FED heads today…will they support or challenge? Evercore and Goldman trip over each other to raise year end targets. RBC and Goldman see oil demand surging – WTI pierces $80. Try the Veal Cacciatore. Stocks zoomed ahead….defying all the odds that a recession may be looming …

Tech Leads Gains, Bonds Rally, PPI Falls, & European Markets Face Turmoil/Try the Linguine Shrimp Scampi

Kenny PolcariUncategorized

Things you need to know. –        News Flashes all over the place –        PPI surprises with notable ‘weakness’ –        Tech takes the S&P and Nasdaq higher – leaving the others behind –        Bonds rally, yield decline. –        Oil churns while gold boomerangs. –        European markets lower as France is in turmoil. –        Try the Linguine Shrimp Scampi News Flash – …

Market Milestones, Fed Caution, Sector Performance, and Future Outlook Unpacked/Try the Summer Watermelon/Tomato/F…

Kenny PolcariUncategorized

  Things you need to know. –        CPI was softer, FOMC revises DOT Plot –        S&P and Nasdaq make NEW highs (again) –        The others not so much. –        Bonds rallied, Energy and Gold holding steady. –        PPI due out at 8:30 – will it support or challenge JJ? –        Try the Summer Watermelon/Tomato/Feta Salad S&P pierces 5400!  Nasdaq hits …

AAPL Surges 7.5%, Tech Advances 1.8%, and Treasury Yields Decline Amid Strong Auction: Market Awaits CPI and FOMC …

Kenny PolcariUncategorized

Things you need to know. –        Investors wake up and take AAPL up 7.5%. –        Tech loved it and advanced by 1.8%. –        10 yr. Treasury auction was well received- prices up, rates down. –        Oil surges on drop in inventories, Gold continues to bounce around. –        CPI at 8:30, FOMC at 2 pm –        Try the Risotto Chianti So, …

CPI, FOMC, Dot Plots, What Else? Oh, Lonnie and Timmy Get Into a Fight!/Try the Greek Style Shrimp

Kenny PolcariUncategorized

Things you need to know. –        Cautiously optimistic –        APPL & Lonnie get into a fight…. Or is Lonnie just trying to pull rank on Timmy? –        It’s all about the CPI & the Dot Plot on Wednesday. –        Bonds flat, gold flat and oil up as speculation builds that JoJo is re-supplying the SPR. –        Nicky T – drops …

Mkt Muddle: NFP Signals Strength, Unemployment Caution – FOMC Meeting and Inflation Data Awaited/Try the Grilled P…

Kenny PolcariUncategorized

Things you need to know. –        It was a Tale of Two Cities. –        NFP says strength – Unemployment says caution. –        These weeks bring us CPI, PPI and the FOMC meeting. –        Gold down, Bonds down, Yields Up, Oil Flat. –        US futures are lower, VIX is higher. –        Try the Grilled Pork Chops in Dijon Marinade Stocks ended …

Pressure – Pushing Down on Me…” (Queen) – NFP Today, JJ Next Week/Try the Shepherds Salad

Kenny PolcariUncategorized

Things you need to know. –        The pressure is on!  JJ up next. –        Eco data favors ‘Sooner rather than Later’. –        But be careful what you wish for… –        Oil churns, gold struggles to hold the trendline and Bonds just breathing. –        Try the Summer Shepherd Salad – good all summer long. So yesterday reminded me of Freddie Mercury …

Market Update: S&P Hits New High, NVDA Stuns Investors, and Economic Data Suggests Mixed Signals/Try the Rigatoni …

Kenny PolcariUncategorized

Things you need to know. –        The S&P Makes a New High! –        NVDA continues to stun investors – becoming a $3 trill company. Split happens tomorrow after the bell for trading on Monday. –        Eco data continues to suggest weakness.  NFP tomorrow. –        Bonds have Rallied by 5% over the past 4 days. –        Gold up, Oil struggling, Dollar …