Our Views & Insights 

Morning Thoughts
October 30, 2024

GOOG Crushed it, Mkts Await Earnings from META & MSFT. Rising Yields, FED Decision & Election Anxiety just Ahead – T…

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Morning Thoughts
October 25, 2024

Tesla’s Explosive Earnings Boosts Musk’s Fortune, Eco Data Strong – Yields UP and that Sends Fed Scrambling on Infla…

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Morning Thoughts
October 24, 2024

Markets Under Pressure: Exhaustion, Rising Yields, and Bond Vigilante Take a Stand – Try the Pappardelle

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Morning Thoughts
October 23, 2024

Mkt Exhaustion: Investors Reconsider Rates, Political Uncertainty Amid Mixed Earnings, Rising Yields & Geopolitica…

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Morning Thoughts
October 22, 2024

Stocks, Bonds Sell Off as Investors Eye Fed Moves and Earnings – Stick to the Plan and Try the Classic Lasagna!”

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Morning Thoughts
October 21, 2024

Momentum is alive as Mixed Data and Earnings Fuel Market Gains Amid Geo-Political Uncertainty and Fed Speculation – Try the Penne w/Pumpkin Cream and Sweet Sausage

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Morning Thoughts
October 18, 2024

Strong Economic Data Fuels Rate Cut Uncertainty: How Will Markets and the Fed Respond – Try the Linguine

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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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Media

The belief that Federal Reserve cuts rates soon is ‘wrong’: Kenny Polcari

March 8, 2024
Morning Thoughts

JJ Hints But Does NOT Commit, Algo’s go Back into Buy Mode -Try the Potato Crust Quiche

March 7, 2024
Morning Thoughts

Tech Gets SPANKED! Ouch! JJ Goes to the Hill/Try the Zucchini Surprise

March 6, 2024
Media

New York Community Bancorp is a potential opportunity: Kenny Polcari

March 6, 2024
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
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Media

The belief that Federal Reserve cuts rates soon is ‘wrong’: Kenny Polcari

March 8, 2024
Morning Thoughts

JJ Hints But Does NOT Commit, Algo’s go Back into Buy Mode -Try the Potato Crust Quiche

March 7, 2024
Morning Thoughts

Tech Gets SPANKED! Ouch! JJ Goes to the Hill/Try the Zucchini Surprise

March 6, 2024
Media

New York Community Bancorp is a potential opportunity: Kenny Polcari

March 6, 2024
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

Our Views & Insights