Our Views & Insights 

Morning Thoughts
August 19, 2022

No Eco Data Today, Stocks in retreat – Try the Halibut w/lemon, butter & capers

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Morning Thoughts
August 17, 2022

Retail sector was HOT, HOT, HOT…FED Mins Due – Try the Roasted Tomato Risotto

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Morning Thoughts
August 16, 2022

Retailers UNITE!  Housing Under Pressure, Stocks Up – Try the Benevento Pork Chop

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Morning Thoughts
August 15, 2022

Big Retail Week, FOMC Mins Due on Wednesday – Try the Mahi Mahi

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Morning Thoughts
August 12, 2022

PPI Declines, Walgreen’s Offer’s big Sign-On Bonus – Try the Maple/Bourbon Rib-Eye

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Morning Thoughts
August 11, 2022

CPI Cools, Joey says we have 0 Inflation – Try the Stuffed Chicken Breasts

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Morning Thoughts
August 10, 2022

MU Joins In…Warns of Slowing Demand – Try the Green Pea Pesto

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Morning Thoughts
August 9, 2022

NVDA Pre-Announces (Never Good), Investors Await Eco Data – Try the Lobster/Corn Chowder

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Morning Thoughts
August 8, 2022

NFP Smashed the Estimate, FED Puts 75 bps Back on the Table – Try the Chicken Thighs w/Pancetta

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Morning Thoughts

Bostic Floats 2022 Keeping it in Play; Indexes at all Time Highs -Try the Rigatoni

June 24, 2021
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
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Morning Thoughts

Bostic Floats 2022 Keeping it in Play; Indexes at all Time Highs -Try the Rigatoni

June 24, 2021
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

Our Views & Insights