Mkt Turbulence: Earnings Concerns and Fed Speculation Rock Stocks; META’s Afterhours Plunge Sets Tone for Tech Tit…

Kenny PolcariUncategorized

Things you need to know. –        TSLA and TXN FAIL to continue the rally. –        META sends stocks reeling in the afterhours. The QQQ’s fall 1%, –        US futures pointed lower this morning. –        OIL and Gold hold steady. –        Bond market prepares for the 7 yr. auction. –        GOOG & MSFT After the bell tonight. –        Try the Zucchini/Potato …

Market Rebounds on Strong Earnings, Tech Rallies on Optimistic Outlook/Try the Soy Garlic Chicken

Kenny PolcariUncategorized

Things you need to know. –        And the bounce continues – traders go on a shopping spree. –        Better earnings from a range of industries help to support the mood. –        TSLA did not disappoint – stock up in the pre-mkt. –        TXN suggests better days ahead for chips. –        Oil and Gold hold steady. –        Try the Soy Garlic …

Stocks Start w/a Bang!, 40% of the S&P to Report, Will Tech Deliver?/Try the Sweet & Sour Chicken

Kenny PolcariUncategorized

Things you need to know. –        Stocks started the week with a BANG! –        40% of the S&P to report this week. –        All Eyes on TECH – Can they deliver? –        Oil & Gold Retreat as Tensions Ease. –        Try the Sweet and Sour Chicken Stocks had been under pressure for 6 days, tech names and smids taking it …

Turbulence Intensifies: Tech Stocks Plunge, Geo-political Risks Escalate,& Investors Brace for Earnings Deluge/Try…

Kenny PolcariUncategorized

Things you need to know. –        Tech stocks in retreat – S&P and Nasdaq now down 5% & 7% respectively. –        Geo-political risks remain front and center. –        Earnings and Eco data also remain front and center. –        Bond Markets prepare for an onslaught of supply. –        Oil and Gold remain erratic. –        Try the Mezza Rigatoni So, I go …

JJ’s Hawkish Tone Stirs Debate on Rate Cuts, Bond Yields Surge, Stocks React/Try the Grilled Shrimp

Kenny PolcariUncategorized

Things you need to know. –        JJ comes out swinging…. The data suggests ‘nothing done’ on rate cuts. –        Bond yields spike and then retreat. –        What will today’s 20 yr. bond auction reveal? –        Dollar rallies, Oil and Gold retreat –        Will the host of talking FED heads create chaos later this week? –        Try the Grilled Shrimp over …

Mkt Meltdown: Stocks Plummet, Bonds Whacked, and Geopolitical Tensions Soar – What’s Next for Investors?/Try the B…

Kenny PolcariUncategorized

Things you need to know – –         Bam! Stocks breach 5100 and then Boom! –         Iran/Israel conflict continues to raise concerns – What will Israel do now? –         Bonds get whacked, Oil holds steady and gold inches up. –         Contra trades prove the winners in an anxious market. –         Global stocks all under pressure – US futures conflicted. –         Try …

Markets Roil on Geopolitical Fears: Banks Slide,Investors Seek Safe Havens Amid Uncertainty/Try the Slow Roasted …

Kenny PolcariUncategorized

Things you need to know – –         Mkts retreat on geo-political angst on Friday –         Banks begin the beauty pageant – investors take profits. –         Israel shoots down 300+ Iranian missiles/drones on Saturday evening. –         Markets around the world are all HIGHER on Monday. –         Try the Slow Roasted Sirloin Stocks got hit hard, the VIX surging 16% on Friday …

Tech Surges, Bank Earnings Impress, Inflation and Interest Rates on Edge/Try the Veal Scallopine

Kenny PolcariUncategorized

Things you need to know – –         PPI is mixed – but the pressure is still on. –         Tech – led the way yesterday – up 2+% the other sectors waffled. –         Oil down yesterday but UP today.  IEA cuts forecast – contra to the industry. –         ECB leaves rates unchanged – but teases something may change. –         Bank earnings …

Inflation Shockwave: Stocks Plunge, Bond Yields Soar as Super Core CPI Surges/Try the Classic Bolognese

Kenny PolcariUncategorized

Things you need to know – –         CPI – surprises to the upside –         Super Core CPI though – proves even more of an issue. –         Bond yields SURGE –         Stocks get whacked – So, is this the beginning? –         Try the Classic ‘feel good’ Bolognese. Reality Check – Aisle 5!  Super Core Inflation on FIRE! Small & Midcaps falling …

Tick, Tick, Tick – CPI only hours away, El-Erian Suggests 3% is the target! Try the One Pot Sweet Sausage & Orzo.

Kenny PolcariUncategorized

Things you need to know. –        The CPI is coming…… –        FOMC mins are too – will we learn anything new?  –        Is INTC suddenly challenging NVDA? Not so fast…. –        Industrial Metals – quietly surging…. or maybe not so quiet! –        Mohammed now suggesting 3% (not 2%) is the real target – Oh boy! –        Try the One pan …