Tech to the RESCUE! Apple gets an UPGRADE! – Try the Chicken Soup

Kenny PolcariUncategorized

Things you need to know. –         Tech comes to the rescue! –         Taiwan Semi – ignites a rally. –         Treasuries slightly weaker – yields up a bit. –         Dollar weaker, Oil up, Gold up –         The FED has NOT committed to 3 cuts – It’s all speculation. –         Try the Chicken Soup Technology wakes up and leads the way higher!  …

Finally – it appears Someone is Paying Attn! Time to move on and re-focus – Try the Pan Seared Garlic Butter Rib-eye

Kenny PolcariUncategorized

Things you need to know. –         Finally – they are paying attention! –         Stocks did decline, but the pressure was less – just a repricing. –         Bond yields rise – not unexpected –         VIX rose as well, Oil continues to thrash around –         Gold breached the next level of support – putting us in a new range –         Try the …

Waller Confronts the 6 Cut Narrative, Stocks Fall, Bond Yields Rise – Try the Zucchini Lasagna

Kenny PolcariUncategorized

Things you need to know. –         So, the 6 cut narrative isn’t really about 6 cuts. –         Fed Governor Waller tries to reign it in. 5 more FED heads due out this week. –         Stocks tumble, Vix rises. –         The 10 yr. pierces 4% –         Try the Zucchini Lasagna Stocks tumble, VIX rises, the 10 yr. pierces 4% (again), Gold …

Taiwan Elects Lai, Iowa Selects Donny, VIX up, Stocks Down – Try the Pan Seared Thighs in Onion/Mushroom/Spinach Orz…

Kenny PolcariUncategorized

Things you need to know. –        Stocks struggle at the highs – lots of geo-political and economic stuff to consider. –        Earnings season is now officially underway…so far – it’s a 100% beat rate…Amazing, no? –        Taiwan elections take place – Beijing not happy. –        Iowa – votes for Donny, then Ronnie, then Nikki.  Vivek Drops out. –        Hootie’s threaten …

CPI Hot, PPI ? Earnings begin…DAL Beats…Banks next. Temp in the Mid-East rises – Try the Steak Pizzaiola

Kenny PolcariUncategorized

  Things you need to know. –        US and UK launch retaliatory strikes against the Hootie’s (Iran) –        Taiwan to hold elections tomorrow…. Sit tight. –        Iowa Caucasus’s to happen on Monday. –        Earnings set to hit the tape…DAL beats and stock trades down 4% –        Hunter takes the pressure off of Jo Jo – who hasn’t been seen in …

Gensler CAVES – Welcome 11 new Bitcoin ETF’s, Inflation data today, Earnings tomorrow/Try the Pork Cutlets Wrapped…

Kenny PolcariUncategorized

Things you need to know. –        OK already – Gensler Caves and approves 11 Bitcoin ETF’s –        Stocks rallied ahead of 2 key inflation reports. –        Earnings now only 24 hrs. away –        Oil and gold remain in tight trading ranges. –        NY FED President Williams sounding ‘not so fast’. –        Try the Pork Cutlets Wrapped in Prosciutto And so, …

Stocks Await Inflation Reports, Hootie’s Raise the Temp, 5 Days Until Iowa – Try the Pan Seared Thighs

Kenny PolcariUncategorized

Things you need to know. –        Stocks take a break as we await inflation data and the start of earnings. –        Oil and gold remain in tight trading ranges. –        The VIX suggests more complacency – which should make you suspicious. –        Hootie’s raise the temperature in the Red Sea, Merchant ships under attack. –        5 days till the Iowa …

Tech Surges – APPL & NVDA Steal the Spotlight, Bitwise resurrects ‘the most interesting man’ -Try the Sicilian Swor…

Kenny PolcariUncategorized

Things you need to know. –        Stocks surge…but was it a one-day deal? –        NVDA?  Stock Split? –        Bitcoin readies for its ETF debut – surging up and through $47k. –        China threatens Taiwan – with a spy balloon. –        Try the Sicilian Swordfish Yahoo!!!  The rally is back on……!  The Mag 7 is in fact alive and well…. (Well, …

The Selling Continues….AAPL now well into Oversold Territory – Try the Roasted Cherry Tomato/Ricotta Sauce

Kenny PolcariUncategorized

Things you need to know. –        The selling continues. –        BA – gets whacked again as a door plug blows off inflight. –        Oil down as the Saudi’s cut prices and supply rises. –        Gold testing support –        Try the Roasted Cherry Tomatoes and Ricotta over Thin Spaghetti So, the winning streak came to an end….and while 5 of the …

Apple Falls by 3.5%? Barclays takes Apple from $161 to $160? Come On! It’s Comical! Try the Frittata

Kenny PolcariUncategorized

Things you need to know. –        I’m ranting a bit here…. –        Happy New Year – Barclays’ Cuts Apple! (Comical) –        Apple declines 3.5% – And? –        Stocks decline as investor lock in those profits/gains. –        Bonds decline/yields rise. –        Gold down, Oil down, VIX rises by 6.2% –        Try the Frittata “Tech Bulls Lose Their Grip as Stocks Rally …