Kenny Polcari
I’m Kenny Polcari, Chief Market Strategist at SlateStone Wealth, host of Trader Talk on Yahoo, and the guy on Fox Business. This is where we talk about what makes the market move, and then what food to cook for your family and friends.
| Platform |  | Pricing | Only free issues | Publishes | Daily |
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| Issues | 3402 | Founded | 5 years ago | Last Issue | 4 days ago |
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kennypolcari.substack.comLatest Issues
My latest episode of Trader Talk - on Yahoo Finance.
This week I spoke to Man Group Chief Market Strategist Kristina Hooper and Legato Financial CIO Ryan Kelly to debate the risks of massive AI CapEx spending and how a hawkish Federal Reserve could impact markets ahead of the midterms.
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Stocks Explode to Record Highs, Oil Plunges on Hormuz Hopes; Bessent Eyes Agreement “Today or Tomorrow”/Try the Linguine
August 5, 2026
Things you need to know.
- Stocks EXPLODE – new highs all over the place.
- Bessent says – we should have a deal ‘today or tomorrow’.
- Oil plunges, Bond yields retreat and Gold rallies.
- Eco data continues to point...
Geopolitical Tensions Ease, Oil Drops & Stocks Surge, PLTR Crushes Earnings/Try the Lemon Herb Thighs w/White Wine, Capers and Roasted Potatoes
August 4, 2026
Things you need to know.
- Geo-political issues take center stage – Iran is ready to play nice in the sandbox. (or so they say….)
- Oil declines, bond rise, yields come in just a little bit.
- Earnings suggest ‘no rece...
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I’m Kenny Polcari, Chief Market Strategist at SlateStone Weealth, host of Trader Talk on Yahoo, and the guy on Fox Business. This is where we talk about what makes the market move, and then what food to cook for your family and friends.
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