Our Views & Insights 

Morning Thoughts
July 26, 2022

Rush to Re-Define!  WMT Makes It Real – Try the Rib-eye Pizzaiola

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Morning Thoughts
July 25, 2022

Get Ready – It’s a BIG week – Try the Grilled Pizza

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Morning Thoughts
July 22, 2022

ECB Goes Big, SNAP, SNAPPED, Are AT&T Customers Saying Something? – Try the Rib-Eye

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Morning Thoughts
July 21, 2022

Vlad Turns On the Nat Gas, Europe Exhales – Try the Mussels Posilipo

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Morning Thoughts
July 20, 2022

The Sun is out and Stocks Sizzle, Europe Waits for Nat Gas – Try the Mostacioli

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Morning Thoughts
July 19, 2022

Apple Causes the Mkt to Reverse? Hardly!  Try the Linguine and Clams

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Morning Thoughts
July 18, 2022

Stocks Rally – GS says ‘Don’t Worry about a 100 bps Hike – Not Happening/Try the Chicken Scarapiello

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Morning Thoughts
July 15, 2022

PPI is HOT, Capacity Utilization is HOT too – Try the Hamburger Helper!  (think cost efficient)

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Morning Thoughts
July 14, 2022

CPI Boils Over, PPI Next?  Rates to Rise by 100 BPS – Try the Potato & Eggs (it’s affordable)

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Morning Thoughts

Jimmy was a Flash in the Pan; Listen to Jay – Try the Grilled Shrimp

June 22, 2021
Morning Thoughts

What did Jimmy Say?  Rates to Rise in 2022? – Try the Pan Seared Scallops

June 21, 2021
Morning Thoughts

Markets Reconsider Risk Allocation – Try the Linguine and Clams

June 18, 2021
Morning Thoughts

The Fed Comes Clean; Inflation is Real (but temporary!) – Try the Mahogany Chicken

June 17, 2021
Morning Thoughts

The Clock Ticks & Investors Await – Try the Spaghetti Ubriachi

June 16, 2021
Media

Strategas Research Partner Chris Varrone, SlateStone Wealth chief market strategist Kenny Polcari and Kaltbaum Capital Management President Gary Kaltbaum discuss the 10-year Treasury yield, inflation and today’s markets.

June 15, 2021
Morning Thoughts

Stocks Remain Mixed as The Clock Ticks on the FED – Try the Pappardelle

June 15, 2021
Morning Thoughts

CPI is HOT – blame it on Used Cars! – Try the Pasta Fagioli

June 11, 2021
Morning Thoughts

Let the Countdown Begin – Expectations are HOT – Try the Angry Lobster

June 10, 2021
Morning Thoughts

El Salvador is the New Financial Capital?? Oil Explodes Thru $70 – Try the Swordfish Siciliana

June 9, 2021
Morning Thoughts

Churn, Churn, Churn….Patience is a Virtue – Try the Stuffed Eggplant

June 8, 2021
Media

Slatestone Wealth Chief Market Strategist Kenny Polcari discusses Bitcoin’s losses, arguing investors need to be aware of the popular cryptocurrency dropping below 30,000.

June 8, 2021
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Morning Thoughts

Jimmy was a Flash in the Pan; Listen to Jay – Try the Grilled Shrimp

June 22, 2021
Morning Thoughts

What did Jimmy Say?  Rates to Rise in 2022? – Try the Pan Seared Scallops

June 21, 2021
Morning Thoughts

Markets Reconsider Risk Allocation – Try the Linguine and Clams

June 18, 2021
Morning Thoughts

The Fed Comes Clean; Inflation is Real (but temporary!) – Try the Mahogany Chicken

June 17, 2021
Morning Thoughts

The Clock Ticks & Investors Await – Try the Spaghetti Ubriachi

June 16, 2021
Media

Strategas Research Partner Chris Varrone, SlateStone Wealth chief market strategist Kenny Polcari and Kaltbaum Capital Management President Gary Kaltbaum discuss the 10-year Treasury yield, inflation and today’s markets.

June 15, 2021
Morning Thoughts

Stocks Remain Mixed as The Clock Ticks on the FED – Try the Pappardelle

June 15, 2021
Morning Thoughts

CPI is HOT – blame it on Used Cars! – Try the Pasta Fagioli

June 11, 2021
Morning Thoughts

Let the Countdown Begin – Expectations are HOT – Try the Angry Lobster

June 10, 2021
Morning Thoughts

El Salvador is the New Financial Capital?? Oil Explodes Thru $70 – Try the Swordfish Siciliana

June 9, 2021
Morning Thoughts

Churn, Churn, Churn….Patience is a Virtue – Try the Stuffed Eggplant

June 8, 2021
Media

Slatestone Wealth Chief Market Strategist Kenny Polcari discusses Bitcoin’s losses, arguing investors need to be aware of the popular cryptocurrency dropping below 30,000.

June 8, 2021

Our Views & Insights