Our Views & Insights
Morning Thoughts
Trader Talk
Morning Thoughts
Press
Media
Morning Thoughts
Morning Thoughts
Markets Test Tech Conviction as Micron Earnings Loom; AI Rotation Takes Hold – Try the Buccatini Amatraciana
June 23, 2026
RISK ON” GLOBAL RELIEF RALLY: Trump-Iran Deal Sparks Massive Tech & AI Surge, Oil Plunges, Gold Soars, and All Eyes Turn to Kevin Warsh’s First FOMC Presser – Try the Champagne Chicken
June 16, 2026
Varney & Co.: SlateStone Wealth’s Kenny Polcari on AI, Market Leadership and the SpaceX IPO
June 10, 2026
Geopolitics + Hot CPI Jitters Hammer Tech, But Diversification Saves the Day — SpaceX IPO Frenzy Looms – Try the Penne Alla Vodka
June 10, 2026
Tech & AI Snap Back After Brutal One-Two Punch — Strong Jobs, Rising Yields, and Rotation Shakeout Set the Stage for This Week’s CPI/PPI Test – Try the Pork Cutlets
June 9, 2026
Varney & Co.: SlateStone Wealth’s Kenny Polcari on AI, Earnings Strength and the Next Wave of Capital
June 3, 2026
Bulls Charge. Geopolitical Tensions rise and Elon Skips the Foreplay and Goes Straight to the Entree! – Try the Risotto
June 3, 2026
[wpgb_facet id="1" grid="1"]
[wpgb_facet id="3" grid="1"]
[wpgb_grid id="1"]
[wpgb_facet id="2" grid="1"]
Markets Test Tech Conviction as Micron Earnings Loom; AI Rotation Takes Hold – Try the Buccatini Amatraciana
June 23, 2026
RISK ON” GLOBAL RELIEF RALLY: Trump-Iran Deal Sparks Massive Tech & AI Surge, Oil Plunges, Gold Soars, and All Eyes Turn to Kevin Warsh’s First FOMC Presser – Try the Champagne Chicken
June 16, 2026
Varney & Co.: SlateStone Wealth’s Kenny Polcari on AI, Market Leadership and the SpaceX IPO
June 10, 2026
Geopolitics + Hot CPI Jitters Hammer Tech, But Diversification Saves the Day — SpaceX IPO Frenzy Looms – Try the Penne Alla Vodka
June 10, 2026
Tech & AI Snap Back After Brutal One-Two Punch — Strong Jobs, Rising Yields, and Rotation Shakeout Set the Stage for This Week’s CPI/PPI Test – Try the Pork Cutlets
June 9, 2026
Varney & Co.: SlateStone Wealth’s Kenny Polcari on AI, Earnings Strength and the Next Wave of Capital
June 3, 2026
Bulls Charge. Geopolitical Tensions rise and Elon Skips the Foreplay and Goes Straight to the Entree! – Try the Risotto
June 3, 2026