Our Views & Insights 

Tech & Mag 7 Take Hit on Soft June NFP Data, Value, Defensives, and Broader Market Catch a Bid – The Bar is High for Earnings Season, Trump Accts Launch Today – Try the Caciacavallo all’Argentiera

July 6, 2026

Markets Rotate Amid CAT Pullback on Burry Shorts – AI Thesis Intact, Volatility Expected on NFP Day – Try the Grilled Rib-Eye

July 2, 2026

Trader Talk – Deconstructing SpaceX’s $20B bond euphoria

July 1, 2026

S&P 500 Posts Best Quarter in 6 Years as Markets Climb Wall of Worry into Election Season – Try the Watermelon & Avocado Salad

July 1, 2026

Varney & Co.: SlateStone Wealth’s Kenny Polcari on Tech Opportunities After the Rotation

July 1, 2026

CNBC Asia: SlateStone Wealth’s Kenny Polcari on Fed Communication and Investor Discipline

July 1, 2026

From Oversold to Opportunity: Tech Roars Back, Dragging Markets Higher. Today is the end of the Qtr – Try the Tortellini Salad.

June 30, 2026

Markets Rotate as Equal-Weight S&P Sets New Closing High – The Big Picture Remains Bullish – Try the Spaghetti Carbonara

June 29, 2026

Tech Takes a Hit, But Rotation Rewards the Rest: Equal-Weight S&P Rises as Dow Hits Record High – Try the Pasta Primavera

June 26, 2026

MU’s Golden Explosion: $50B Guide Crushes Bears, Ignites AI Rally, and Sparks the Great Rotation – Try the Risotto alla Milanese

June 25, 2026

AI Reality Check: Tech Selloff & Rotation Signals Valuation Jitters – Micron Earnings Loom as the Big Test – Try the Tagliatelle Cremosa

June 24, 2026

Markets Test Tech Conviction as Micron Earnings Loom; AI Rotation Takes Hold – Try the Buccatini Amatraciana

June 23, 2026
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Tech & Mag 7 Take Hit on Soft June NFP Data, Value, Defensives, and Broader Market Catch a Bid – The Bar is High for Earnings Season, Trump Accts Launch Today – Try the Caciacavallo all’Argentiera

July 6, 2026

Markets Rotate Amid CAT Pullback on Burry Shorts – AI Thesis Intact, Volatility Expected on NFP Day – Try the Grilled Rib-Eye

July 2, 2026

Trader Talk – Deconstructing SpaceX’s $20B bond euphoria

July 1, 2026

S&P 500 Posts Best Quarter in 6 Years as Markets Climb Wall of Worry into Election Season – Try the Watermelon & Avocado Salad

July 1, 2026

Varney & Co.: SlateStone Wealth’s Kenny Polcari on Tech Opportunities After the Rotation

July 1, 2026

CNBC Asia: SlateStone Wealth’s Kenny Polcari on Fed Communication and Investor Discipline

July 1, 2026

From Oversold to Opportunity: Tech Roars Back, Dragging Markets Higher. Today is the end of the Qtr – Try the Tortellini Salad.

June 30, 2026

Markets Rotate as Equal-Weight S&P Sets New Closing High – The Big Picture Remains Bullish – Try the Spaghetti Carbonara

June 29, 2026

Tech Takes a Hit, But Rotation Rewards the Rest: Equal-Weight S&P Rises as Dow Hits Record High – Try the Pasta Primavera

June 26, 2026

MU’s Golden Explosion: $50B Guide Crushes Bears, Ignites AI Rally, and Sparks the Great Rotation – Try the Risotto alla Milanese

June 25, 2026

AI Reality Check: Tech Selloff & Rotation Signals Valuation Jitters – Micron Earnings Loom as the Big Test – Try the Tagliatelle Cremosa

June 24, 2026

Markets Test Tech Conviction as Micron Earnings Loom; AI Rotation Takes Hold – Try the Buccatini Amatraciana

June 23, 2026

Our Views & Insights