Our Views & Insights 

Morning Thoughts
September 13, 2022

Tick, tick tick….CPI due out in 2 hrs – Try the Fettuccine

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Morning Thoughts
September 12, 2022

Stocks Advance, CPI & PPI due out this week – Try the Roast Sirloin

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Morning Thoughts
September 9, 2022

JJ Removes ANY Doubt, Investors Take Stocks UP – Try the Chicken Cacciatore

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Morning Thoughts
September 8, 2022

Deep Throat Strikes Again…The WSJ confirms – Try the Lemon Chicken

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Morning Thoughts
September 7, 2022

Are Junk Bonds THE Canary in the Coal Mine? – Try the Shrimp Cardinale

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Morning Thoughts
September 6, 2022

Time to Focus – Saudi’s Cut Production, Vlad Shuts Down Nord Stream – Try the Swordfish – Sicilian Style

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Morning Thoughts
September 2, 2022

Will the NFP Report Really Drive the Next Move? -Try the Short Rib Burgers for your BBQ

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Morning Thoughts
September 1, 2022

Loretta Say’s Real Interest Rates Need to Go Poz! – Try the Hot & Sweet Italian Sausages

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Morning Thoughts
August 31, 2022

The Hurricane is Building in the Mkts and OffShore – Try the Dark and Stormy

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Morning Thoughts

Banks Reward Investors; Ark Files for a New Fund – Try the Chicken Scarapiello

June 29, 2021
Morning Thoughts

Biden Backtracks; Earnings only 2 weeks away; OPEC + Meets on Thursday – Try the Cavatappi w/Broccoli

June 28, 2021
Media

Slatestone Wealth chief market strategist Kenny Polcari argues as long as the Federal Reserve Chairman Jerome Powell continues to convince the public ‘there is nothing to worry about,’ there is ‘no alternative’ to a bull market.

June 25, 2021
Morning Thoughts

Part 1 of a Deal is Done?  Banks Pass Stress Tests – Try the NE Fried Clams

June 25, 2021
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
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Morning Thoughts

Banks Reward Investors; Ark Files for a New Fund – Try the Chicken Scarapiello

June 29, 2021
Morning Thoughts

Biden Backtracks; Earnings only 2 weeks away; OPEC + Meets on Thursday – Try the Cavatappi w/Broccoli

June 28, 2021
Media

Slatestone Wealth chief market strategist Kenny Polcari argues as long as the Federal Reserve Chairman Jerome Powell continues to convince the public ‘there is nothing to worry about,’ there is ‘no alternative’ to a bull market.

June 25, 2021
Morning Thoughts

Part 1 of a Deal is Done?  Banks Pass Stress Tests – Try the NE Fried Clams

June 25, 2021
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

Our Views & Insights