Our Views & Insights

Morning Thoughts

November 20, 2020

Rotation, Rotation, Rotation – Try the Lasagna

Morning Thoughts

November 19, 2020

New Lockdowns and Restrictions Cause Angst as Infection Rates Surge – Try the Linguine Carbonara w/Peas

Morning Thoughts

November 18, 2020

It’s Good, It’s Bad, It’s Good Again; AMZN Goes on a Search & Destroy Mission – Try the Medium Shells

Morning Thoughts

November 17, 2020

Vaccines, Lockdowns, Energy and What Warren Thinks – Try the Chicken Capriciossa

Morning Thoughts

November 16, 2020

Moderna Stuns the Market with 94.5% Efficacy Rate – The End is in Sight! – Try the Roast Turkey

Morning Thoughts

November 13, 2020

4-6 week Lockdown? Pelosi proposes a $3.4 Trillion package, St Olaf Really Exists? Try the Norwegian Potato Sausage

Morning Thoughts

November 12, 2020

Bargain Hunters Buy Tech – Try the Dover Sole

Morning Thoughts

November 11, 2020

The Shift from Growth to Value & Cyclicals Continues – Try the Italian Sweet Sausage Stuffing

Morning Thoughts

November 10, 2020

Stocks Explode and Implode – Try the Italian Wedding Soup

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