Our Views & Insights 

S&P Smashes to 7501 & Dow Tops 50,000 as AI Ecosystem Rally Rolls On — But Narrow Breadth & Rising VIX Warn of Profit-Taking – Try the Veal Meatballs

May 15, 2026

AI Momentum Defies Scorching PPI & Surging Yields: S&P & Nasdaq Hit Fresh Record Highs as Bond Market Rings Alarm – Try the Pasta Norma

May 14, 2026

The Claman Countdown: SlateStone Wealth’s Kenny Polcari on the Bond Market’s Warning Signs

May 14, 2026

Trader Talk – 2026 black swans: war, private credit, and AI

May 13, 2026

CPI Hotter Than Expected at 3.8% — Inflation Reaccelerates as Oil Tops $102 and Yields Hit Danger Zone – Try the Pork Loin

May 13, 2026

AI Euphoria Drives Narrow New Highs as Hot CPI Looms, Yields Rise, and Geo Tensions Escalate – Try the Baked Cod

May 12, 2026

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

Trader Talk – AI, defense, and climate: the new pillars of growth

May 6, 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
[wpgb_facet id="1" grid="1"] [wpgb_facet id="3" grid="1"] [wpgb_grid id="1"]
[wpgb_facet id="2" grid="1"]

S&P Smashes to 7501 & Dow Tops 50,000 as AI Ecosystem Rally Rolls On — But Narrow Breadth & Rising VIX Warn of Profit-Taking – Try the Veal Meatballs

May 15, 2026

AI Momentum Defies Scorching PPI & Surging Yields: S&P & Nasdaq Hit Fresh Record Highs as Bond Market Rings Alarm – Try the Pasta Norma

May 14, 2026

The Claman Countdown: SlateStone Wealth’s Kenny Polcari on the Bond Market’s Warning Signs

May 14, 2026

Trader Talk – 2026 black swans: war, private credit, and AI

May 13, 2026

CPI Hotter Than Expected at 3.8% — Inflation Reaccelerates as Oil Tops $102 and Yields Hit Danger Zone – Try the Pork Loin

May 13, 2026

AI Euphoria Drives Narrow New Highs as Hot CPI Looms, Yields Rise, and Geo Tensions Escalate – Try the Baked Cod

May 12, 2026

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

Trader Talk – AI, defense, and climate: the new pillars of growth

May 6, 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

Our Views & Insights