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 | 3385 | Founded | 5 years ago | Last Issue | 6 days ago |
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kennypolcari.substack.comLatest Issues
PPI Surprise Fuels Rally, Rate-Hike Odds Plunge, Tech Rotates and ‘Good’ Earnings Fall Short/Try the Caccio & Pepe con Fiche
July 16, 2026
Things you need to know.
- PPI came in even better than CPI
- Earnings continue to prove good may not be good enough.
- Warsh appears in front of the Senate Banking Committee.
- Oil steady, gold down, bonds up, yields...
IBM’s Crashes (and Burns) Wiping Out $69B, Banks Deliver Record Profits and CPI Cools Faster Than Expected/Try the Risotto
July 15, 2026
Things you need to know.
- IBM confesses and get’s slammed – losing $69 Billion in mkt cap.
- The Banks steal the show as they kick off the earnings season.
- June CPI comes in ‘better than expected’ – PPI today!
- Ke...
Stocks Roar Back on AI Momentum, SK Hynix Nasdaq Debut Looms, DAL Crushes It, and Rotation Accelerates/ Try the Swordfish
July 10, 2026
Things you need to know.
- Tech lifts its head – again….and its all good!
- SK Hynix raised $25.6 billion – the ADR prices at $149
- PEP disappoints while DAL crushes it – Is the consumer exhausted or not?
- Kevy name...
Oil Surges, Yields Rise as the Conflict Continues, Fed Minutes Force Markets to Reprice Inflation & Rate Risks/Try the Umbrian Mussels
July 9, 2026
Things you need to know.
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Markets under pressure as the conflict heats up again.
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Fed mins reveal a new tougher Fed….Expect less forward guidance.
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Oil up, Gold up, Bonds down, Yields up.
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Try the Umbrian Mus...
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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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