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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
March 28, 2022
Stocks Kiss 4560 (almost) and find Resistance – Try the Short Ribs
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Morning Thoughts
March 25, 2022
West Comes Down Hard on Vlad, Stocks Rally – Try the Spring Minestrone
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Morning Thoughts
March 24, 2022
Stocks Remain Anxious, New Home Sales Fall as Rates Rise – Try the Risotto
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Morning Thoughts
March 23, 2022
Jay Says More and Stocks Go Higher While Bonds Get Smashed – Try the Rigatoni
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Morning Thoughts
March 22, 2022
Say It Ain’t So! – Try the Champagne Chicken Breasts
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Morning Thoughts
Shake the Branches – Try the Minestrone
September 11, 2020
Morning Thoughts
A Dead Cat Bounce? – Try the Angry Lobster
September 10, 2020
Morning Thoughts
The Selloff Continues – Try the Try the Chicken/Sausage and Sweet Vinegar Peppers
September 9, 2020
Morning Thoughts
Tech Takes it on the Chin – Try the Maltagliati Pasta & Beans
September 8, 2020
Morning Thoughts
Jay Seals the Deal – Lower for Longer/Try the RibEye Tagliata
August 28, 2020
Morning Thoughts
FOMU is the new FOMO!/Try the Cavatappi w/Green Pea Pesto
August 27, 2020
Morning Thoughts
What Would Charlie Say?/Try the Porcini Rub
August 26, 2020
Morning Thoughts
Is the Worst Behind Us?/Try the Balsamic Chicken
August 25, 2020
Morning Thoughts
A Patriotic Corp Tax? Is That Really a Deal Breaker?/Simple Griilled Pork Chops w Blueberry Salad
August 21, 2020
Morning Thoughts
Did the FED Really Disappoint?/Try the Pan Roasted Sea Bass
August 20, 2020
Morning Thoughts
The S&P Closes on a New High – Now What?/Try the Linguine
August 19, 2020
Morning Thoughts
The Roof is Getting Blown off the House/Try the Perciatelli
August 18, 2020
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Morning Thoughts
Shake the Branches – Try the Minestrone
September 11, 2020
Morning Thoughts
A Dead Cat Bounce? – Try the Angry Lobster
September 10, 2020
Morning Thoughts
The Selloff Continues – Try the Try the Chicken/Sausage and Sweet Vinegar Peppers
September 9, 2020
Morning Thoughts
Tech Takes it on the Chin – Try the Maltagliati Pasta & Beans
September 8, 2020
Morning Thoughts
Jay Seals the Deal – Lower for Longer/Try the RibEye Tagliata
August 28, 2020
Morning Thoughts
FOMU is the new FOMO!/Try the Cavatappi w/Green Pea Pesto
August 27, 2020
Morning Thoughts
What Would Charlie Say?/Try the Porcini Rub
August 26, 2020
Morning Thoughts
Is the Worst Behind Us?/Try the Balsamic Chicken
August 25, 2020
Morning Thoughts
A Patriotic Corp Tax? Is That Really a Deal Breaker?/Simple Griilled Pork Chops w Blueberry Salad
August 21, 2020
Morning Thoughts
Did the FED Really Disappoint?/Try the Pan Roasted Sea Bass
August 20, 2020
Morning Thoughts
The S&P Closes on a New High – Now What?/Try the Linguine
August 19, 2020
Morning Thoughts
The Roof is Getting Blown off the House/Try the Perciatelli
August 18, 2020
Our Views & Insights
