Our Views & Insights

Morning Thoughts

June 22, 2021

Jimmy was a Flash in the Pan; Listen to Jay – Try the Grilled Shrimp

Morning Thoughts

June 21, 2021

What did Jimmy Say? Rates to Rise in 2022? – Try the Pan Seared Scallops

Morning Thoughts

June 18, 2021

Markets Reconsider Risk Allocation – Try the Linguine and Clams

Morning Thoughts

June 17, 2021

The Fed Comes Clean; Inflation is Real (but temporary!) – Try the Mahogany Chicken

Morning Thoughts

June 16, 2021

The Clock Ticks & Investors Await – Try the Spaghetti Ubriachi

Media

June 15, 2021

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.

Morning Thoughts

June 15, 2021

Stocks Remain Mixed as The Clock Ticks on the FED – Try the Pappardelle

Morning Thoughts

June 11, 2021

CPI is HOT – blame it on Used Cars! – Try the Pasta Fagioli

Morning Thoughts

June 10, 2021

Let the Countdown Begin – Expectations are HOT – Try the Angry Lobster

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