Our Views & Insights 

Trader Talk – 2026 black swans: war, private credit, and AI

May 13, 2026

CPI Hotter Than Expected at 3.8% — Inflation Reaccelerates as Oil Tops $102 and Yields Hit Danger Zone – Try the Pork Loin

May 13, 2026

AI Euphoria Drives Narrow New Highs as Hot CPI Looms, Yields Rise, and Geo Tensions Escalate – Try the Baked Cod

May 12, 2026

Markets Ignore Hot Jobs, Celebrate Soft Wages — Geopolitical Risks Return Ahead of CPI – Try the Tortiglione

May 11, 2026

Markets Melt-Up on “HOPE” of US-Iran Deal — Oil Falls by 6%, Bonds and Gold Surge, Yields and VIX Fall – Try Papa Richard’s El Camino Cheese Steak. Kenny Polcari

May 7, 2026

Trader Talk – AI, defense, and climate: the new pillars of growth

May 6, 2026

Global Risk-On, Europe +2%, Asia Higher, US Futures on FIRE, Yields Drop, Gold Surges, Oil Drops ALL on HOPE – Try the Steak Pizzaiola

May 6, 2026

Markets Reel as Oil Surges on Strait of Hormuz Tensions — Dow & Transports Take the Brunt – Try the Creamy Chicken Breasts

May 5, 2026

Tech Mega-Caps Power New Highs as Dow/Transports Diverge – Selective Rally Meets Sticky Inflation, Low VIX & Iran Uncertainty – Try the Italian Thighs

May 4, 2026

Stocks Explode Higher on Strong Earnings as Oil Pulls Back on Demand Destruction – Not Peace – Try the Spring Pasta

May 1, 2026

Oil Surges to $108+, Iran Standoff Intensifies, Trump Eyes “All Options” — Big Tech Mostly Delivers, Echoes of 1980 Grow Louder – Try the AAPL Pie!

April 30, 2026

Schwab TV: SlateStone Wealth’s Kenny Polcari on Inflation, Earnings and Market Breadth

April 30, 2026
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Trader Talk – 2026 black swans: war, private credit, and AI

May 13, 2026

CPI Hotter Than Expected at 3.8% — Inflation Reaccelerates as Oil Tops $102 and Yields Hit Danger Zone – Try the Pork Loin

May 13, 2026

AI Euphoria Drives Narrow New Highs as Hot CPI Looms, Yields Rise, and Geo Tensions Escalate – Try the Baked Cod

May 12, 2026

Markets Ignore Hot Jobs, Celebrate Soft Wages — Geopolitical Risks Return Ahead of CPI – Try the Tortiglione

May 11, 2026

Markets Melt-Up on “HOPE” of US-Iran Deal — Oil Falls by 6%, Bonds and Gold Surge, Yields and VIX Fall – Try Papa Richard’s El Camino Cheese Steak. Kenny Polcari

May 7, 2026

Trader Talk – AI, defense, and climate: the new pillars of growth

May 6, 2026

Global Risk-On, Europe +2%, Asia Higher, US Futures on FIRE, Yields Drop, Gold Surges, Oil Drops ALL on HOPE – Try the Steak Pizzaiola

May 6, 2026

Markets Reel as Oil Surges on Strait of Hormuz Tensions — Dow & Transports Take the Brunt – Try the Creamy Chicken Breasts

May 5, 2026

Tech Mega-Caps Power New Highs as Dow/Transports Diverge – Selective Rally Meets Sticky Inflation, Low VIX & Iran Uncertainty – Try the Italian Thighs

May 4, 2026

Stocks Explode Higher on Strong Earnings as Oil Pulls Back on Demand Destruction – Not Peace – Try the Spring Pasta

May 1, 2026

Oil Surges to $108+, Iran Standoff Intensifies, Trump Eyes “All Options” — Big Tech Mostly Delivers, Echoes of 1980 Grow Louder – Try the AAPL Pie!

April 30, 2026

Schwab TV: SlateStone Wealth’s Kenny Polcari on Inflation, Earnings and Market Breadth

April 30, 2026

Our Views & Insights