Our Views & Insights 

Morning Thoughts
July 8, 2025

Market Slides on Exhaustion as Tariff Talks and Earnings Uncertainty Loom – Try the Pasta Primavera

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Morning Thoughts
July 7, 2025

Stocks Surge in Holiday-Shortened Week, The BBB is now law, NFP is Strong, but Tariff Tensions and Overbought Signals Loom – Try the Chilean Sea Bass

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Investment Outlooks
July 5, 2025

Investment Review & Outlook | July 2025

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Morning Thoughts
July 2, 2025

Tech Dips, Transports Soar: JOLTS Surge and Senate’s Big Beautiful Bill Passes – Try the Tomato & Watermelon Salad

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Trader Talk
July 2, 2025

Trader Talk – My Yahoo Finance Podcast – Why smart investors never trade on fear

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Morning Thoughts
July 1, 2025

Stocks Soar to Record Highs as Trade Fears Fade, Inflation Cools, and Donny Pressures JJ for Rate Cuts – Try the Country-Style French Chicken

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Morning Thoughts
June 30, 2025

S&P and Nasdaq Hit 2025 Highs as Consumer Sentiment Rises, but PCE and Fed Caution Signal Cloudy Skies Ahead – Try the Caccio e Pepe

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Morning Thoughts
June 27, 2025

Bulls Charge On with $10T Market Surge Despite Mixed Economic Signals, S&P Nears Record High – Try the Pasta Fresca

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Morning Thoughts
June 26, 2025

Trump’s Fed Chair Tease, July Rate Cut Buzz & NYC Mayors Race Stir Markets as BP Takeover Talk Heats Up – Try the Short Rib Burgers

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Trader Talk

Trader Talk – My Yahoo Finance Podcast – Why cybersecurity stocks are tariff resistant, plus how embedded finance helps more people trade

March 26, 2025
Morning Thoughts

Consumer Confidence Hits Four-Year Low as Markets Churn Amid Economic Uncertainty -Try the Sicilian Swordfish

March 26, 2025
Morning Thoughts

Stocks Surge as Trump Hints at Tariff Relief, Sparking Broad Market Rebound

March 25, 2025
Media

Expert says impact of Trump’s tariffs will become ‘clear’ by end of fourth quarter

March 25, 2025
Morning Thoughts

Gundlach’s Warns of Recession (he’s been doing it for 9 yrs), Markets Shrug: ‘Two Rate Cuts Walk Into a Trade War …

March 21, 2025
Morning Thoughts

JJ Plays Economic Twister: Tariffs? Transitory! Rate Cuts? Maybe! Markets? Hungover! – Try the Pork Chop Pizzaiola

March 20, 2025
Trader Talk

Trader Talk – My Yahoo Finance Podcast – Why this strategist raised their recession odds

March 19, 2025
Morning Thoughts

Stocks Slammed Again, MAG 7 Tumbles, Housing Starts Surge, and Recession Fears Simmer Ahead of Fed Decision/Try th…

March 19, 2025
Morning Thoughts

Stocks Rally After Pullback, But V-Shaped Recovery Doubts Linger Even as Retail Sales Rebound/Try the Veal Osso Bu…

March 18, 2025
Morning Thoughts

Nasdaq Surges on Cooler-Than-Expected CPI, Though Tariff Tensions and Fed Uncertainty Cloud the Rally

March 13, 2025
Trader Talk

Trader Talk – My Yahoo Finance Podcast – How long-term energy plays outshine short-term hype

March 12, 2025
Morning Thoughts

Tariffs, Tensions, and Turnarounds: Markets Stumble as Trade Drama Unfolds, but Relief Rallies Loom/Try the Bison …

March 12, 2025
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Trader Talk

Trader Talk – My Yahoo Finance Podcast – Why cybersecurity stocks are tariff resistant, plus how embedded finance helps more people trade

March 26, 2025
Morning Thoughts

Consumer Confidence Hits Four-Year Low as Markets Churn Amid Economic Uncertainty -Try the Sicilian Swordfish

March 26, 2025
Morning Thoughts

Stocks Surge as Trump Hints at Tariff Relief, Sparking Broad Market Rebound

March 25, 2025
Media

Expert says impact of Trump’s tariffs will become ‘clear’ by end of fourth quarter

March 25, 2025
Morning Thoughts

Gundlach’s Warns of Recession (he’s been doing it for 9 yrs), Markets Shrug: ‘Two Rate Cuts Walk Into a Trade War …

March 21, 2025
Morning Thoughts

JJ Plays Economic Twister: Tariffs? Transitory! Rate Cuts? Maybe! Markets? Hungover! – Try the Pork Chop Pizzaiola

March 20, 2025
Trader Talk

Trader Talk – My Yahoo Finance Podcast – Why this strategist raised their recession odds

March 19, 2025
Morning Thoughts

Stocks Slammed Again, MAG 7 Tumbles, Housing Starts Surge, and Recession Fears Simmer Ahead of Fed Decision/Try th…

March 19, 2025
Morning Thoughts

Stocks Rally After Pullback, But V-Shaped Recovery Doubts Linger Even as Retail Sales Rebound/Try the Veal Osso Bu…

March 18, 2025
Morning Thoughts

Nasdaq Surges on Cooler-Than-Expected CPI, Though Tariff Tensions and Fed Uncertainty Cloud the Rally

March 13, 2025
Trader Talk

Trader Talk – My Yahoo Finance Podcast – How long-term energy plays outshine short-term hype

March 12, 2025
Morning Thoughts

Tariffs, Tensions, and Turnarounds: Markets Stumble as Trade Drama Unfolds, but Relief Rallies Loom/Try the Bison …

March 12, 2025

Our Views & Insights