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Morning Thoughts
August 14, 2020
Chaos in DC and the Senate Goes on Vacation?
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Morning Thoughts
August 13, 2020
Maybe it was a Kamala Rally? Try the Ratatouille
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Morning Thoughts
August 12, 2020
A Kamala Selloff?/Stuffed Chicken Cutlets
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Morning Thoughts
August 11, 2020
S&P Kisses All-Time High… Is it Just a Tease?/Try the Potato & Veal Meatballs
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Morning Thoughts
August 10, 2020
Growth vs. Value/Try the Rib Eye Pizzaiola
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Morning Thoughts
August 7, 2020
RE: Trump vs. China/ Try the Risotto
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Morning Thoughts
August 6, 2020
Another Day, Another Dollar…/Try the Spaghetti & meatballs
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Morning Thoughts
August 5, 2020
The DC Waffle…
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Morning Thoughts
August 4, 2020
What Should Valuations be for Tech?/Try the Salmon
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Our Views & Insights