Stocks Continue to Rally Back, Earnings are now the Focus, Delta Who? – Try the Jack Chicken

Kenny Polcari Uncategorized Leave a Comment

July 22, 2021 Things you need to know Stocks continue to recoup Monday’s losses and then some What is the bond market really telling us?  Is it caution ahead? Oil trades up 4% and is kissing $71/barrel even as inventories rise… Bitcoin and Ethereum get a little boost from the ‘B Event’ but many still believe the next move is …

Virus Variant?  Ridiculous…. – Try the Rigatoni Calabrese Style

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Things you need to know Delta variant?  Don’t be ridiculous…. Investors come running back after being chased out! Earnings continue to smash estimates….CMG is this morning’s darling 10 Yr yields now at 1.24%, the VIX collapsed again and is lower this morning Bitcoin breaks $30,000 but did not collapse (yet) – a big B event today at 12 pm…featuring Musk, …

The Variant and a Laundry List of Other Issues Cause Mkts to Stumble; Bitcoin Breaks $30k – Try the New England Clam Chow-Dah

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Things you need to know It was more than just the variant! I have a laundry list of items Global stocks got slammed as stocks prices fell and treasury prices rose Oil traders were disappointed with the OPEC+ deal and sold oil off 7% Bitcoin breaches $30,000 overnight and is now trading at $29,600 European markets and US futures signal …

Earnings Begin with a Bang, CPI is HOT, HOT, HOT – Try the Stuffed Chicken Cutlets

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Things you need to know. Earnings begin with a bang – 100% of the companies that reported beat on all lines… Go figure. CPI runs much hotter than expected, prompting treasuries to fall and yields to rise – Today brings us the PPI report. Jay Powell to appear on the Hill today and tomorrow…investors will be listening intently. Try the …

Get Ready ‘Cause Here I Come’ – Earnings and Inflation Data/Try the Grilled Apricot – Honey Dijon Chicken Thighs

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Things you need to know. Get ready ‘cause “Here I come” …. Earnings and inflation data out soon Dow, S&P and Nasdaq all make new closing highs. Treasuries steady, Oil is up, VIX is down. JNJ Vaccine tied to Guillain Barre Syndrome?  FDA says, ‘not sure.’ PFE is pushing for a 3rd round…. Try the Grilled Apricot/Honey Dijon Chicken Thighs …

Eliminate the NOISE, Listen to the MUSIC – Try the Soft Shell Crabs

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Things you need to know. Risk Off and then it is Risk On! Delta Variant – not so fast – there are so many other issues affecting investor psyche. Earnings begin next Wednesday…expectations are running high. Try the Soft-Shell Crabs Good morning …..let’s be clear…..stocks did not drop on Thursday because of the Delta Covid variant, stop the hysteria….stocks dropped …