Our Views & Insights 

Morning Thoughts
October 6, 2022

OPEC tells Joey to Shove it……… – Try the Pasta Carbonara

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Morning Thoughts
October 5, 2022

Is that all you got?  2 day rally? – Try Fantasia’s Shrimp Scampi

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Morning Thoughts
October 4, 2022

4th Qtr RALLY!  Investors Bet on A Pivot!/Try the Baby Stuffed Pumpkins.

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Morning Thoughts
October 3, 2022

UK doubles Down; CS down 12%; Stocks Struggle – Try the Pasta Faggioli

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Morning Thoughts
September 28, 2022

QC – Quantitative Confusion!  – Try the Potato & Eggs

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Morning Thoughts
September 27, 2022

Goldman says ‘its time to SELL’ (contra indicator) – Try the Thighs

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Morning Thoughts
September 26, 2022

Dow Theory Triggered, S&P to re-test June Low? – Try the Garganelli

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Morning Thoughts
September 23, 2022

Investors continue to Re-Price Risk – Try the Penne Rigate

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Morning Thoughts
September 22, 2022

JJ Makes it Clear AGAIN – Try the Veal Scallopini

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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
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
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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
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

Our Views & Insights