Our Views & Insights 

Morning Thoughts
October 17, 2024

Rotation Drives SMID and Transports to All-Time Highs, Tech Takes a Backseat as Investors Diversify Amid Interest …

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Morning Thoughts
October 16, 2024

Markets Jolt as ASML Surprises with Disappointing Earnings, Sparking Broad Sell-Off Across Tech. LVMH does it agai…

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Morning Thoughts
October 14, 2024

Bank Earnings Sparks Market Surge, S&P Enters a New Century, “I Hear a Symphony”/Try the Pork Loin

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Morning Thoughts
October 11, 2024

Inflation Eases, But Concerns Linger: Will the Fed Pause or Push/Try the Sea Bass

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Morning Thoughts
October 10, 2024

S&P ‘Kisses”5800; Investors Juggle Fed Moves, Bond Yields, & Economic Signals – Try the Rigatoni w/Tomato, Sausage C…

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Morning Thoughts
October 9, 2024

Tech Leads the Way Higher Ahead of Earnings and Key Economic Data, Despite Global Concerns – Try the Pumpkin Risotto

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Morning Thoughts
October 8, 2024

Stocks Tumble Amid Economic Concerns and Rising Geopolitical Tensions, As Volatility Looms Large/Try the Tuscan So…

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Morning Thoughts
October 7, 2024

Stocks Surge as NFP Report Sparks Risk-On Rally, While Bond Yields and Oil Surge Amid Market Uncertainty/Try the P…

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Morning Thoughts
October 4, 2024

Stocks Decline as Economic Data and Port Disruptions Stir Inflation Fears; Investors Brace for NFP Report – Try the …

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Media

Biz professor: Smaller banks at risk of solvency runs by depositors

March 4, 2024
Morning Thoughts

Don’t Ignore the Super Core PCE! / Try the Dover Sole Francese

March 1, 2024
Investment Outlooks

2024 Investment Outlook and Policy Webinar

February 28, 2024
Morning Thoughts

The Parade of the FED Heads – Goolsbee, Bostic and Colllins. What will they say? Try the Chianti Risotto.

February 28, 2024
Morning Thoughts

“Not so Fast Boyz”. KC Fed President Chimes In/Try the Beef Tenderloins

February 27, 2024
Morning Thoughts

S&P Pierces 5100! NVDA and AI Continue to Power us Forward/Try the Creamy Chicken Piccata

February 26, 2024
Media

Investors should be prepared for a reallocation of assets: Kenny Polcari

February 26, 2024
Morning Thoughts

NVDA’s Influence on Wall St/ Try the Linguine w/Spinach, Ricotta Pesto

February 21, 2024
Morning Thoughts

Rate Cuts Remain the Driver, S&P about to TEST the HIGHS Again – Try the Alaskan Black Cod

February 16, 2024
Media

Fed likely won’t cut rates at all in 2024: Kenny Polcari

February 16, 2024
Morning Thoughts

Wait? That’s it? Stocks Rallied, Austan hints that the Rate Cut Narrative is ALIVE – Try the Halibut

February 15, 2024
Morning Thoughts

Think Buster Poindexter – Hot, Hot, Hot! Algo’s all run for the DOOR! Stocks Get Slapped! Try the Chicken Cutlet M…

February 14, 2024
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Media

Biz professor: Smaller banks at risk of solvency runs by depositors

March 4, 2024
Morning Thoughts

Don’t Ignore the Super Core PCE! / Try the Dover Sole Francese

March 1, 2024
Investment Outlooks

2024 Investment Outlook and Policy Webinar

February 28, 2024
Morning Thoughts

The Parade of the FED Heads – Goolsbee, Bostic and Colllins. What will they say? Try the Chianti Risotto.

February 28, 2024
Morning Thoughts

“Not so Fast Boyz”. KC Fed President Chimes In/Try the Beef Tenderloins

February 27, 2024
Morning Thoughts

S&P Pierces 5100! NVDA and AI Continue to Power us Forward/Try the Creamy Chicken Piccata

February 26, 2024
Media

Investors should be prepared for a reallocation of assets: Kenny Polcari

February 26, 2024
Morning Thoughts

NVDA’s Influence on Wall St/ Try the Linguine w/Spinach, Ricotta Pesto

February 21, 2024
Morning Thoughts

Rate Cuts Remain the Driver, S&P about to TEST the HIGHS Again – Try the Alaskan Black Cod

February 16, 2024
Media

Fed likely won’t cut rates at all in 2024: Kenny Polcari

February 16, 2024
Morning Thoughts

Wait? That’s it? Stocks Rallied, Austan hints that the Rate Cut Narrative is ALIVE – Try the Halibut

February 15, 2024
Morning Thoughts

Think Buster Poindexter – Hot, Hot, Hot! Algo’s all run for the DOOR! Stocks Get Slapped! Try the Chicken Cutlet M…

February 14, 2024

Our Views & Insights