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Morning Thoughts and Trader Talk

Daily financial markets commentary & analysis from a former 35 year Member of the NYSE, Chief Market Strategist at Slatestone Wealth - a $1.8 Billion Independent Advisor in Jupiter, FL and media personality/ market analyst for a range of media outlets

Newsletter · By Kenny Polcari · English · Official site

Indexed issues, last 90 days
12
Latest publication
Sep 30, 2026
Audience
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Earliest in this view
Sep 17, 2026

Latest issues

  1. Issue · Sep 30, 2026

    Bond Yields Kiss 5.29% - How High Do They Go Before Something Breaks? Try the Pastina Amore (opens the original)

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    <img alt="" class="sizing-normal" height="365" src="https://substackcdn.com/image/fetch/$s_!goNS!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fbdf5c75e-1acd-4106-8db6-c951247e4fad_1250x365.png"

  2. Issue · Sep 25, 2026

    Headlines Said Flat. Equal Weight Said Otherwise,Yields Jump Above 5.20%, Oil Climbs, Gold Fades/Try the Pumpkin, Butternut Risotto (opens the original)

    Excerpt · Neutral tone

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    <img alt="" class="sizing-normal" height="365" src="https://substackcdn.com/image/fetch/$s_!APpL!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fd670d63d-1be1-4917-85ba-ea6de7494dc8_1250x365.png"

  3. Issue · Sep 24, 2026

    My latest episode of Trader Talk on Yahoo Finance. (opens the original)

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    Gabelli Funds' John Belton and Wells Fargo Advisors' James Taylor break down the viral "doomer" warnings rippling through the AI industry, and why slowing down development might actually prevent a massive tech bubble.https://finance.yahoo.com/video/ai-panic-tech-concentration-nvidia-100000476.html

  4. Issue · Sep 24, 2026

    SURPRISE! Complacency Gets Whacked as Strong Data, a Flopped 5-Year Auction and an Oil Spike Send Yields, VIX and Stocks Reeling /Try the Penne with Pumpkin Cream (opens the original)

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    <img alt="" class="sizing-normal" height="365" src="https://substackcdn.com/image/fetch/$s_!WeLn!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F2f9d9306-d56d-415e-abe5-b62cadfa92f1_1250x365.web

  5. Issue · Sep 23, 2026

    Video Version: Why AI Stocks Are Rising While Other Companies Fall/Try the T-Bone (opens the original)

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    <img alt="" class="sizing-normal" height="365" src="https://substackcdn.com/image/fetch/$s_!8ukQ!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fb76b3ad4-4dfa-46f9-9054-beea52991186_1250x365.web

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