Our Views & Insights

Morning Thoughts

September 8, 2022

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

Morning Thoughts

September 7, 2022

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

Morning Thoughts

September 6, 2022

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

Morning Thoughts

September 2, 2022

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

Morning Thoughts

September 1, 2022

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

Morning Thoughts

August 31, 2022

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

Morning Thoughts

August 30, 2022

Sacrifice Ratio? – Try the Chicken Provencal

Morning Thoughts

August 29, 2022

JJ Makes it Clear….Algo’s go into Panic Mode – Try the Penne Rigate

Morning Thoughts

August 26, 2022

Think Jackson Hole – Try the Roman Style Chicken

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

Morning Thoughts

The Tango vs. the Salsa; Countdown to PPI – Try the Scampi

April 9, 2021

Morning Thoughts

Fed Says “RELAX”, S&P to kiss 4100? – Try the French Country Chicken

April 8, 2021

Morning Thoughts

FOMC Day; Jamie Publishes His Letter – Try the Spaghetti Carbona w/Asparagus Tips

April 7, 2021

Morning Thoughts

Investors go ‘Hog Wild’ Sending Stocks Higher – Try the Pork Cutlets wrapped in Prosciutto and Pine Nuts

April 6, 2021

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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

Morning Thoughts

The Tango vs. the Salsa; Countdown to PPI – Try the Scampi

April 9, 2021

Morning Thoughts

Fed Says “RELAX”, S&P to kiss 4100? – Try the French Country Chicken

April 8, 2021

Morning Thoughts

FOMC Day; Jamie Publishes His Letter – Try the Spaghetti Carbona w/Asparagus Tips

April 7, 2021

Morning Thoughts

Investors go ‘Hog Wild’ Sending Stocks Higher – Try the Pork Cutlets wrapped in Prosciutto and Pine Nuts

April 6, 2021