Our Views & Insights 

Trader Talk
May 13, 2026

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

Read More
Morning Thoughts
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

Read More
Morning Thoughts
May 12, 2026

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

Read More
Morning Thoughts
May 11, 2026

Markets Ignore Hot Jobs, Celebrate Soft Wages — Geopolitical Risks Return Ahead of CPI – Try the Tortiglione

Read More
Morning Thoughts
May 7, 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

Read More
Trader Talk
May 6, 2026

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

Read More
Morning Thoughts
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

Read More
Morning Thoughts
May 5, 2026

Markets Reel as Oil Surges on Strait of Hormuz Tensions — Dow & Transports Take the Brunt – Try the Creamy Chicken Breasts

Read More
Morning Thoughts
May 4, 2026

Tech Mega-Caps Power New Highs as Dow/Transports Diverge – Selective Rally Meets Sticky Inflation, Low VIX & Iran Uncertainty – Try the Italian Thighs

Read More
Morning Thoughts

Stocks Explode Higher on Strong Earnings as Oil Pulls Back on Demand Destruction – Not Peace – Try the Spring Pasta

May 1, 2026
Morning Thoughts

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
Media

Schwab TV: SlateStone Wealth’s Kenny Polcari on Inflation, Earnings and Market Breadth

April 30, 2026
Trader Talk

Trader Talk – Market mayhem? Powell’s last stand, Big Tech earnings in focus

April 29, 2026
Morning Thoughts

Tech Gets Whacked on OpenAI Warning, Oil Surges Past $103, Big Tech Earnings Loom – Try the Brown Butter Parmegiana Pasta

April 29, 2026
Media

The Claman Countdown: SlateStone Wealth’s Kenny Polcari on Big Tech Earnings and the Next Market Catalyst

April 29, 2026
Morning Thoughts

Narrow Rally, Rising Risks: Market Flashing Caution Despite New Highs – Try the Roasted Chicken Parts

April 28, 2026
Morning Thoughts

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
Morning Thoughts

Markets Accentuate the Negatives Despite Strong Earnings – INTC Explodes Higher – Try the Sicilian Clam Sauce.

April 24, 2026
Media

CNBC Asia: SlateStone Wealth’s Kenny Polcari on Volatility, Oil and Staying Invested

April 24, 2026
Morning Thoughts

Volatility Returns: S&P & Nasdaq Make New Records, Oil Surges, Yields Rise & Iran Risks Test the Rally – Try the Sweet Sausage/Pea Risotto

April 23, 2026
Trader Talk

Trader Talk – The Fed, SpaceX & VIX: the new rules of trading volatility

April 22, 2026
[wpgb_facet id="1" grid="1"] [wpgb_facet id="3" grid="1"] [wpgb_grid id="1"]
[wpgb_facet id="2" grid="1"]
Morning Thoughts

Stocks Explode Higher on Strong Earnings as Oil Pulls Back on Demand Destruction – Not Peace – Try the Spring Pasta

May 1, 2026
Morning Thoughts

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
Media

Schwab TV: SlateStone Wealth’s Kenny Polcari on Inflation, Earnings and Market Breadth

April 30, 2026
Trader Talk

Trader Talk – Market mayhem? Powell’s last stand, Big Tech earnings in focus

April 29, 2026
Morning Thoughts

Tech Gets Whacked on OpenAI Warning, Oil Surges Past $103, Big Tech Earnings Loom – Try the Brown Butter Parmegiana Pasta

April 29, 2026
Media

The Claman Countdown: SlateStone Wealth’s Kenny Polcari on Big Tech Earnings and the Next Market Catalyst

April 29, 2026
Morning Thoughts

Narrow Rally, Rising Risks: Market Flashing Caution Despite New Highs – Try the Roasted Chicken Parts

April 28, 2026
Morning Thoughts

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
Morning Thoughts

Markets Accentuate the Negatives Despite Strong Earnings – INTC Explodes Higher – Try the Sicilian Clam Sauce.

April 24, 2026
Media

CNBC Asia: SlateStone Wealth’s Kenny Polcari on Volatility, Oil and Staying Invested

April 24, 2026
Morning Thoughts

Volatility Returns: S&P & Nasdaq Make New Records, Oil Surges, Yields Rise & Iran Risks Test the Rally – Try the Sweet Sausage/Pea Risotto

April 23, 2026
Trader Talk

Trader Talk – The Fed, SpaceX & VIX: the new rules of trading volatility

April 22, 2026

Our Views & Insights