Our Views & Insights 

Morning Thoughts
August 22, 2024

Payroll Revision Reveals Labor Mkt Cooling: Fed Faces Pressure for Bigger Rate Cuts as Markets Rally/Try the ‘BALO…

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Morning Thoughts
August 21, 2024

Markets Churn Amid Speculation on Fed’s Next Move – Investors Cautiously Await Jackson Hole Insights/Try the Class…

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Morning Thoughts
August 20, 2024

Momo Traders Drive Stocks UP, Fed Watch Intensifies, Plus Uncle Warren’s AAPL Regret and NVDA’s Meteoric Rise/Try …

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Morning Thoughts
August 19, 2024

Market Resilience, Jackson Hole Anticipation: A Week of Surprises and Strategy – Try the Pasta Carbonara

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Morning Thoughts
August 16, 2024

Retail Surge Fuels Mkt Rallies as WMT Dominates, But Will Housing Data Cool the Hype? Try the Pork Cutlet Milanese…

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Morning Thoughts
August 15, 2024

CPI Report Aligns with Expectations, Fed Likely to Cut 25 Bps in September Amid Slowing Inflation and Cooling Job …

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Morning Thoughts
August 14, 2024

Mkts Surge as Cooler PPI Sparks Rate Cut Speculation: Investors Eye Potential 105 bps Reduction by Year-End/Try th…

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Morning Thoughts
August 13, 2024

Stocks Stumble/Bonds Rally Ahead of Inflation Data; Investors Brace for Volatility Amid Geo-Political Tensions and…

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Morning Thoughts
August 12, 2024

Stocks Recover Amid Volatile Week, Consumers Push Back on Rising Costs; Eyes on Upcoming Inflation Data/Try the Sp…

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Morning Thoughts

Taiwan Elects Lai, Iowa Selects Donny, VIX up, Stocks Down – Try the Pan Seared Thighs in Onion/Mushroom/Spinach Orz…

January 16, 2024
Media

The fundamental economy is pretty strong: Dryden Pence

January 15, 2024
Morning Thoughts

CPI Hot, PPI ? Earnings begin…DAL Beats…Banks next. Temp in the Mid-East rises – Try the Steak Pizzaiola

January 12, 2024
Media

Defense stocks ‘poised to do better’ if elevated risk continues: Kenny Polcari

January 12, 2024
Morning Thoughts

Gensler CAVES – Welcome 11 new Bitcoin ETF’s, Inflation data today, Earnings tomorrow/Try the Pork Cutlets Wrapped…

January 11, 2024
Media

Fed should not cut rates at all, they might raise them: Kenny Polcari

January 11, 2024
Morning Thoughts

Stocks Await Inflation Reports, Hootie’s Raise the Temp, 5 Days Until Iowa – Try the Pan Seared Thighs

January 10, 2024
Morning Thoughts

Tech Surges – APPL & NVDA Steal the Spotlight, Bitwise resurrects ‘the most interesting man’ -Try the Sicilian Swor…

January 9, 2024
Media

Inflation could ‘whiplash’ in 2024, 2025: Kenny Polcari

January 9, 2024
Morning Thoughts

The Selling Continues….AAPL now well into Oversold Territory – Try the Roasted Cherry Tomato/Ricotta Sauce

January 8, 2024
Morning Thoughts

Apple Falls by 3.5%? Barclays takes Apple from $161 to $160? Come On! It’s Comical! Try the Frittata

January 3, 2024
Morning Thoughts

It’s a New Year – Banks, Global Elections and Ongoing Tensions Remain the Narrative – Try the Pot Roast

January 2, 2024
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Morning Thoughts

Taiwan Elects Lai, Iowa Selects Donny, VIX up, Stocks Down – Try the Pan Seared Thighs in Onion/Mushroom/Spinach Orz…

January 16, 2024
Media

The fundamental economy is pretty strong: Dryden Pence

January 15, 2024
Morning Thoughts

CPI Hot, PPI ? Earnings begin…DAL Beats…Banks next. Temp in the Mid-East rises – Try the Steak Pizzaiola

January 12, 2024
Media

Defense stocks ‘poised to do better’ if elevated risk continues: Kenny Polcari

January 12, 2024
Morning Thoughts

Gensler CAVES – Welcome 11 new Bitcoin ETF’s, Inflation data today, Earnings tomorrow/Try the Pork Cutlets Wrapped…

January 11, 2024
Media

Fed should not cut rates at all, they might raise them: Kenny Polcari

January 11, 2024
Morning Thoughts

Stocks Await Inflation Reports, Hootie’s Raise the Temp, 5 Days Until Iowa – Try the Pan Seared Thighs

January 10, 2024
Morning Thoughts

Tech Surges – APPL & NVDA Steal the Spotlight, Bitwise resurrects ‘the most interesting man’ -Try the Sicilian Swor…

January 9, 2024
Media

Inflation could ‘whiplash’ in 2024, 2025: Kenny Polcari

January 9, 2024
Morning Thoughts

The Selling Continues….AAPL now well into Oversold Territory – Try the Roasted Cherry Tomato/Ricotta Sauce

January 8, 2024
Morning Thoughts

Apple Falls by 3.5%? Barclays takes Apple from $161 to $160? Come On! It’s Comical! Try the Frittata

January 3, 2024
Morning Thoughts

It’s a New Year – Banks, Global Elections and Ongoing Tensions Remain the Narrative – Try the Pot Roast

January 2, 2024

Our Views & Insights