Our Views & Insights 

Morning Thoughts
July 25, 2022

Get Ready – It’s a BIG week – Try the Grilled Pizza

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Morning Thoughts
July 22, 2022

ECB Goes Big, SNAP, SNAPPED, Are AT&T Customers Saying Something? – Try the Rib-Eye

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Morning Thoughts
July 21, 2022

Vlad Turns On the Nat Gas, Europe Exhales – Try the Mussels Posilipo

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Morning Thoughts
July 20, 2022

The Sun is out and Stocks Sizzle, Europe Waits for Nat Gas – Try the Mostacioli

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Morning Thoughts
July 19, 2022

Apple Causes the Mkt to Reverse? Hardly!  Try the Linguine and Clams

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Morning Thoughts
July 18, 2022

Stocks Rally – GS says ‘Don’t Worry about a 100 bps Hike – Not Happening/Try the Chicken Scarapiello

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Morning Thoughts
July 15, 2022

PPI is HOT, Capacity Utilization is HOT too – Try the Hamburger Helper!  (think cost efficient)

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Morning Thoughts
July 14, 2022

CPI Boils Over, PPI Next?  Rates to Rise by 100 BPS – Try the Potato & Eggs (it’s affordable)

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Morning Thoughts
July 12, 2022

Earnings and CPI Angst Hit Stocks – Try the Grilled Pork Chops w/Sweet Vinegar Peppers

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Morning Thoughts

Churn Continues/GS predicts 2% sooner – Try the Pork Loin w/Peach Honey Glaze

March 15, 2021
Morning Thoughts

It was RISK ON yesterday and RISK OFF Today! – Try the Linguine & Clams with a Twist

March 12, 2021
Morning Thoughts

Macro Data is Benign; Stocks Surge – Try the Pan Seared Flank Steaks

March 11, 2021
Morning Thoughts

RISK ON!, CPI could dent psyche – Are We Playing – I’ve Got a Secret? – Try the Mac & Cheese

March 10, 2021
Morning Thoughts

Yellen/Tepper Temper mats; 10 yr drops; Stocks Surge – Try the Pan Seared Sea Bass

March 9, 2021
Media

Slatestone Wealth’s Chief Market Strategist, Kenneth Polcari, discusses the February jobs report, positive trends in the market and his fears over inflation.

March 8, 2021
Morning Thoughts

NFP Surprises, Senate Passes Relief Bill, Saudi Oil Under Attack – Try the Lemon Chicken

March 8, 2021
Morning Thoughts

Powell Confuses Markets, No Inflation, No YCC – Try the Grilled Shrimp on a Bed of Orzo

March 5, 2021
Morning Thoughts

Don’t Worry, Be Happy or Disco Inferno?; Rate Surge – Try the Pork Cutlets Milanese

March 4, 2021
Morning Thoughts

Investors Create Alpha; Brainard Tows the Line – Try the Vegetarian Paella

March 3, 2021
Morning Thoughts

Stormy Weather? Don’t Be Crazy! – Try the Champagne Linguini

March 2, 2021
Morning Thoughts

Rates, Rates, Rates….Which Rate Will You Focus on? – Try the Chicken Pizzaiola

March 1, 2021
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Morning Thoughts

Churn Continues/GS predicts 2% sooner – Try the Pork Loin w/Peach Honey Glaze

March 15, 2021
Morning Thoughts

It was RISK ON yesterday and RISK OFF Today! – Try the Linguine & Clams with a Twist

March 12, 2021
Morning Thoughts

Macro Data is Benign; Stocks Surge – Try the Pan Seared Flank Steaks

March 11, 2021
Morning Thoughts

RISK ON!, CPI could dent psyche – Are We Playing – I’ve Got a Secret? – Try the Mac & Cheese

March 10, 2021
Morning Thoughts

Yellen/Tepper Temper mats; 10 yr drops; Stocks Surge – Try the Pan Seared Sea Bass

March 9, 2021
Media

Slatestone Wealth’s Chief Market Strategist, Kenneth Polcari, discusses the February jobs report, positive trends in the market and his fears over inflation.

March 8, 2021
Morning Thoughts

NFP Surprises, Senate Passes Relief Bill, Saudi Oil Under Attack – Try the Lemon Chicken

March 8, 2021
Morning Thoughts

Powell Confuses Markets, No Inflation, No YCC – Try the Grilled Shrimp on a Bed of Orzo

March 5, 2021
Morning Thoughts

Don’t Worry, Be Happy or Disco Inferno?; Rate Surge – Try the Pork Cutlets Milanese

March 4, 2021
Morning Thoughts

Investors Create Alpha; Brainard Tows the Line – Try the Vegetarian Paella

March 3, 2021
Morning Thoughts

Stormy Weather? Don’t Be Crazy! – Try the Champagne Linguini

March 2, 2021
Morning Thoughts

Rates, Rates, Rates….Which Rate Will You Focus on? – Try the Chicken Pizzaiola

March 1, 2021

Our Views & Insights