Our Views & Insights
Morning Thoughts
Morning Thoughts
Morning Thoughts
Morning Thoughts
Morning Thoughts
Morning Thoughts
Morning Thoughts
Morning Thoughts
Markets Ignore Hot Jobs, Celebrate Soft Wages — Geopolitical Risks Return Ahead of CPI – Try the Tortiglione
May 11, 2026
Markets Melt-Up on “HOPE” of US-Iran Deal — Oil Falls by 6%, Bonds and Gold Surge, Yields and VIX Fall – Try Papa Richard’s El Camino Cheese Steak. Kenny Polcari
May 7, 2026
Global Risk-On, Europe +2%, Asia Higher, US Futures on FIRE, Yields Drop, Gold Surges, Oil Drops ALL on HOPE – Try the Steak Pizzaiola
May 6, 2026
Markets Reel as Oil Surges on Strait of Hormuz Tensions — Dow & Transports Take the Brunt – Try the Creamy Chicken Breasts
May 5, 2026
Tech Mega-Caps Power New Highs as Dow/Transports Diverge – Selective Rally Meets Sticky Inflation, Low VIX & Iran Uncertainty – Try the Italian Thighs
May 4, 2026
Stocks Explode Higher on Strong Earnings as Oil Pulls Back on Demand Destruction – Not Peace – Try the Spring Pasta
May 1, 2026
Oil Surges to $108+, Iran Standoff Intensifies, Trump Eyes “All Options” — Big Tech Mostly Delivers, Echoes of 1980 Grow Louder – Try the AAPL Pie!
April 30, 2026
Tech Gets Whacked on OpenAI Warning, Oil Surges Past $103, Big Tech Earnings Loom – Try the Brown Butter Parmegiana Pasta
April 29, 2026
Narrow Rally, Rising Risks: Market Flashing Caution Despite New Highs – Try the Roasted Chicken Parts
April 28, 2026
INTC Drives S&P & Nasdaq to New Highs As Powell’s Finale, Mega-Cap Tech Earnings & Soaring Oil All Collide – Try the Linguine with Spinach Pesto
April 27, 2026
Markets Accentuate the Negatives Despite Strong Earnings – INTC Explodes Higher – Try the Sicilian Clam Sauce.
April 24, 2026
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Markets Ignore Hot Jobs, Celebrate Soft Wages — Geopolitical Risks Return Ahead of CPI – Try the Tortiglione
May 11, 2026
Markets Melt-Up on “HOPE” of US-Iran Deal — Oil Falls by 6%, Bonds and Gold Surge, Yields and VIX Fall – Try Papa Richard’s El Camino Cheese Steak. Kenny Polcari
May 7, 2026
Global Risk-On, Europe +2%, Asia Higher, US Futures on FIRE, Yields Drop, Gold Surges, Oil Drops ALL on HOPE – Try the Steak Pizzaiola
May 6, 2026
Markets Reel as Oil Surges on Strait of Hormuz Tensions — Dow & Transports Take the Brunt – Try the Creamy Chicken Breasts
May 5, 2026
Tech Mega-Caps Power New Highs as Dow/Transports Diverge – Selective Rally Meets Sticky Inflation, Low VIX & Iran Uncertainty – Try the Italian Thighs
May 4, 2026
Stocks Explode Higher on Strong Earnings as Oil Pulls Back on Demand Destruction – Not Peace – Try the Spring Pasta
May 1, 2026
Oil Surges to $108+, Iran Standoff Intensifies, Trump Eyes “All Options” — Big Tech Mostly Delivers, Echoes of 1980 Grow Louder – Try the AAPL Pie!
April 30, 2026
Tech Gets Whacked on OpenAI Warning, Oil Surges Past $103, Big Tech Earnings Loom – Try the Brown Butter Parmegiana Pasta
April 29, 2026
Narrow Rally, Rising Risks: Market Flashing Caution Despite New Highs – Try the Roasted Chicken Parts
April 28, 2026
INTC Drives S&P & Nasdaq to New Highs As Powell’s Finale, Mega-Cap Tech Earnings & Soaring Oil All Collide – Try the Linguine with Spinach Pesto
April 27, 2026
Markets Accentuate the Negatives Despite Strong Earnings – INTC Explodes Higher – Try the Sicilian Clam Sauce.
April 24, 2026