Our Views & Insights 

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
August 5, 2022

BoE Hikes and Warns, Fed’s Mester Suggests 4+% by Yr End – Try the Perciatelli

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Morning Thoughts
August 3, 2022

More Conflicting Messages out of the FED, What’s Next in Taiwan? – Try the Pork Capriciosso

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Morning Thoughts
August 2, 2022

It’s a Tangled Web We Weave! – Try the Grilled Jack Thighs

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Morning Thoughts
August 1, 2022

It’s August 1st….Mkts Digesting July’s Surge – Try the Pesto Pomidori

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Morning Thoughts
July 29, 2022

Stocks Up, AMZN & APPL are flying Higher – Try the Apple Pie!

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Morning Thoughts
July 28, 2022

JJ Raises by 75 BPS and Promises More to Come – Try Camille’s Summer Prelude

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Morning Thoughts
July 27, 2022

Job Losses, Mixed Guidance and the FED All Weigh on Stocks – Try the Summer Salad

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Media

Dogecoin will drop ‘even lower’

April 23, 2021
Morning Thoughts

Biden Floats a 43.4% Cap Gains Rate; Crypto Gets Slammed – Try the Baked Pasta

April 23, 2021
Morning Thoughts

Investors Go Shopping; ECB Stays Put – Try the Lemon Chicken

April 22, 2021
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
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Media

Dogecoin will drop ‘even lower’

April 23, 2021
Morning Thoughts

Biden Floats a 43.4% Cap Gains Rate; Crypto Gets Slammed – Try the Baked Pasta

April 23, 2021
Morning Thoughts

Investors Go Shopping; ECB Stays Put – Try the Lemon Chicken

April 22, 2021
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

Our Views & Insights