Our Views & Insights 

Morning Thoughts
June 8, 2022

Janet Tells us to Prepare for ‘Longer Term Inflation’ – Try the Chicken Parmegiana

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Morning Thoughts
June 7, 2022

Mkts Churn, Treasury Yields Up, Oil and Gas are UP – Try the Classic Meat Sauce

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Morning Thoughts
June 6, 2022

NFP Remains Strong, Brainard Supports More Rate Increases – Try the T-Bone (Trentino Style)

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Morning Thoughts
June 2, 2022

Is the Hurricane Happening at JPM? – Try the Baked Chicken Thighs

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Morning Thoughts
June 1, 2022

Mea Culpa’s?  Oh Boy…Maybe Waller is Right! -Try the Pasta Fresca

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Media
June 1, 2022

Slatestone Wealth chief market strategist Kenny Polcari on whether tech firms laying off employees is a precursor to what’s to come amid inflation, the Federal Reserve’s handling of the economy and stagflation.

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Morning Thoughts
May 31, 2022

Fed Gov Waller Throws Gas on the Fire – Try the Soft Shell Crabs

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Morning Thoughts
May 27, 2022

Is Sentiment Changing?? Oil Heads Towards $120/Try the Apple Pie and Ice Cream

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Morning Thoughts
May 26, 2022

High End Retailers – Tale of Two Cities – Try the Sausage Peppers, Onions and Mushrooms

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Morning Thoughts

Stocks Down for 2 Days!  Call the Police!  NFLX Beats & Gets Punished – Try the Veal Saltimbocca

April 21, 2021
Morning Thoughts

Disruptive Stocks Take a Hit, Lonnie Defends His Baby/Try the Grouper in Brown Butter

April 20, 2021
Morning Thoughts

US Futures Suggest a Pause; Big Earnings Week – Try the Short Rib Bolognese

April 19, 2021
Morning Thoughts

Dow Pierces 34K, S&P Kissing 4200, 10 yr Plummets – Try the Steak Florentine

April 16, 2021
Morning Thoughts

Banks Smash It, Coinbase Makes History – Try the Angry Lobster

April 15, 2021
Morning Thoughts

The Temptations, Carly Simon, COIN and Earnings! Get Ready…. – Try the Farfalle w/Roasted Eggplant

April 14, 2021
Morning Thoughts

It’s All About the CPI! – Try the Orange/Brandy Chicken Thighs

April 13, 2021
Morning Thoughts

PPI Explodes Higher, Mkts Advanced; CPI This Week – Try the Spaghetti al’ Tonno

April 12, 2021
Media

Kenny Polcari argues that companies could lose half of their customer base when CEOs take political stances.

April 9, 2021
Morning Thoughts

The Tango vs. the Salsa; Countdown to PPI – Try the Scampi

April 9, 2021
Morning Thoughts

Fed Says “RELAX”, S&P to kiss 4100? – Try the French Country Chicken

April 8, 2021
Morning Thoughts

FOMC Day; Jamie Publishes His Letter – Try the Spaghetti Carbona w/Asparagus Tips

April 7, 2021
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Morning Thoughts

Stocks Down for 2 Days!  Call the Police!  NFLX Beats & Gets Punished – Try the Veal Saltimbocca

April 21, 2021
Morning Thoughts

Disruptive Stocks Take a Hit, Lonnie Defends His Baby/Try the Grouper in Brown Butter

April 20, 2021
Morning Thoughts

US Futures Suggest a Pause; Big Earnings Week – Try the Short Rib Bolognese

April 19, 2021
Morning Thoughts

Dow Pierces 34K, S&P Kissing 4200, 10 yr Plummets – Try the Steak Florentine

April 16, 2021
Morning Thoughts

Banks Smash It, Coinbase Makes History – Try the Angry Lobster

April 15, 2021
Morning Thoughts

The Temptations, Carly Simon, COIN and Earnings! Get Ready…. – Try the Farfalle w/Roasted Eggplant

April 14, 2021
Morning Thoughts

It’s All About the CPI! – Try the Orange/Brandy Chicken Thighs

April 13, 2021
Morning Thoughts

PPI Explodes Higher, Mkts Advanced; CPI This Week – Try the Spaghetti al’ Tonno

April 12, 2021
Media

Kenny Polcari argues that companies could lose half of their customer base when CEOs take political stances.

April 9, 2021
Morning Thoughts

The Tango vs. the Salsa; Countdown to PPI – Try the Scampi

April 9, 2021
Morning Thoughts

Fed Says “RELAX”, S&P to kiss 4100? – Try the French Country Chicken

April 8, 2021
Morning Thoughts

FOMC Day; Jamie Publishes His Letter – Try the Spaghetti Carbona w/Asparagus Tips

April 7, 2021

Our Views & Insights