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Morning Thoughts
April 12, 2022
It’s CPI Day! Mkts Await – Try the Easter Ricotta Pie
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Morning Thoughts
April 11, 2022
China Eco Data, Key US Eco Data & Aggressive Fed Policy Sending Stocks Lower – Try the Leg of Lamb
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Morning Thoughts
April 7, 2022
Stocks Re-Price on the Latest FED Commentary – Try the Spaghetti Al’ Tonno
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Morning Thoughts
April 6, 2022
Lael Becomes a HAWK! and TWTR Finds a Spot for Lonnie – Try the Pork Loin in Peach Sauce
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Morning Thoughts
April 5, 2022
Musk ignites Excitement – But What Does it Really Mean for Mkts?-Try the Chicken Scampi
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Morning Thoughts
April 4, 2022
Treasury Curve Inverts Across the Spectrum – Try the Spaghetti w/Leeks & Pancetta
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Morning Thoughts
April 1, 2022
Goodbye 1st Qtr, Don’t let the Door hit you on the way out – Try the Grilled Shrimp on a bed of Orzo
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Morning Thoughts
March 31, 2022
It’s Quarter End, Vlad Refuses a Cease Fire and Joey Announces an SPR Release – Try the Veal Rollatini
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Morning Thoughts
March 29, 2022
“Thank you Sir, May I have Another…..” – Try the Farfalle…
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Morning Thoughts
The Circus is Coming to Town! – Try the Chicken Thighs w/Pancetta and Balsamic Vinegar
September 29, 2020
Morning Thoughts
Stocks Live to Fight Another Day – Try the Pasta Fagioli
September 28, 2020
Morning Thoughts
Patience is a Virtue – Try the Roast Sirloin
September 25, 2020
Morning Thoughts
Stocks Went Up! Yahoo! – Try the Linguine Aglio e Olio
September 23, 2020
Morning Thoughts
A Last-Hour Boost – Try the Pumpkin Risotto
September 22, 2020
Morning Thoughts
Markets are Under Siege – Try the Fish & Chips
September 21, 2020
Morning Thoughts
When Zero is Not Enough – Try the Risotto Amarone
September 18, 2020
Morning Thoughts
Let it Snow, Let it Snow, Let it Snow!!! Try the Puttanesca…
September 17, 2020
Morning Thoughts
New Apple Groupies & It’s getting ready to SNOW – Try the Veal
September 16, 2020
Morning Thoughts
Merger Mania – Try the Striped Bass
September 15, 2020
Morning Thoughts
The Wild Ride Continues – Try the Rib Eye
September 14, 2020
Morning Thoughts
Shake the Branches – Try the Minestrone
September 11, 2020
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Morning Thoughts
The Circus is Coming to Town! – Try the Chicken Thighs w/Pancetta and Balsamic Vinegar
September 29, 2020
Morning Thoughts
Stocks Live to Fight Another Day – Try the Pasta Fagioli
September 28, 2020
Morning Thoughts
Patience is a Virtue – Try the Roast Sirloin
September 25, 2020
Morning Thoughts
Stocks Went Up! Yahoo! – Try the Linguine Aglio e Olio
September 23, 2020
Morning Thoughts
A Last-Hour Boost – Try the Pumpkin Risotto
September 22, 2020
Morning Thoughts
Markets are Under Siege – Try the Fish & Chips
September 21, 2020
Morning Thoughts
When Zero is Not Enough – Try the Risotto Amarone
September 18, 2020
Morning Thoughts
Let it Snow, Let it Snow, Let it Snow!!! Try the Puttanesca…
September 17, 2020
Morning Thoughts
New Apple Groupies & It’s getting ready to SNOW – Try the Veal
September 16, 2020
Morning Thoughts
Merger Mania – Try the Striped Bass
September 15, 2020
Morning Thoughts
The Wild Ride Continues – Try the Rib Eye
September 14, 2020
Morning Thoughts
Shake the Branches – Try the Minestrone
September 11, 2020
Our Views & Insights