Our Views & Insights 

Morning Thoughts
May 15, 2024

Stocks Rally Amid PPI Surge, Eyes on CPI; Bonds,Oil & Gold Up, Futures Paralyzed/Try the Porcini Rib-Eye Tagliata …

Read More
Media
May 14, 2024

den’s China tariffs will bring more pain to the American consumer: Kenny Polcari

Read More
Morning Thoughts
May 14, 2024

Navigating the Slippery Path Ahead Amid Rising Inflation and ‘Frisky Kitty’ Shenanigans/Try the Bone Broth

Read More
Media
May 13, 2024

Kenny Polcari: We won’t see a rate cut in 2024

Read More
Morning Thoughts
May 13, 2024

Volatility Amidst Economic Uncertainty: U of Mich Consumer Sentiment Plunges, Bond Yields Decline, and Inflation D…

Read More
Morning Thoughts
May 10, 2024

S&P Tops 5200 as Momentum Builds Amid Rate Cut Speculations, Oil and Gold Surge, European Markets Rise/Try the Cav…

Read More
Morning Thoughts
May 8, 2024

Stocks Churn, Bonds Rally, Dollar Gains, Oil falls, & Gold Holds Steady Amid Economic Uncertainty – Try the Bran Muf…

Read More
Morning Thoughts
May 7, 2024

Stocks Fueled by Rate Cut Optimism: Tech & SMIDs Lead, Oil and Gold React to Mid-East Tensions – Try the Pasta & Peas

Read More
Morning Thoughts
May 6, 2024

Market Surge Fuels Rate-Cut Speculation: Investors on Edge Amid Conflicting Economic Signals -Try the Veal

Read More
Media

GOP will pay a ‘very high price’ if they make a deal with Democrats: Kenny Polcari

October 13, 2023
Morning Thoughts

CPI? LoL – What did Expect? GOP Puts the House in Disarray, the War Heats UP – Try the French Roasted Chicken.

October 13, 2023
Morning Thoughts

CPI? Hot or Cold? Fed Mins Reveal Split, Investors jump into Safety – Try the Puttanesca.

October 12, 2023
Morning Thoughts

Risk Off – turns to Risk On, Fed Changes Narrative, Mid-East Conflict Enters 5th Day -Try the Chicken Soup.

October 10, 2023
Morning Thoughts

A Strong NFP report sends Stocks UP, now War in the Middle East – Creates a new Level of Anxiety.

October 9, 2023
Media

September jobs report kills any idea Fed will cut rates: Kenny Polcari

October 6, 2023
Morning Thoughts

The Clock Ticks….Mkts Wait… -Try the Halibut.

October 6, 2023
Media

Stock market ‘panic’ usually creates great buying opportunities: Kenny Polcari

October 5, 2023
Morning Thoughts

Wait! Stocks Rallied? Bonds Rallied? What Happened? – Try the Angry Lobster.

October 5, 2023
Media

America economy is headed towards a ‘bumpy road’: Kenny Polcari

October 4, 2023
Morning Thoughts

CHAOS!…… – Try the Spaghetti Fini with Leeks and Pancetta.

October 4, 2023
Morning Thoughts

10 Yr Treasury up 10 BPS (in one day), Utilities & Energy Get Smacked – Try the Spaghetti con Melanzane Fritte.

October 3, 2023
[wpgb_facet id="1" grid="1"] [wpgb_facet id="3" grid="1"] [wpgb_grid id="1"]
[wpgb_facet id="2" grid="1"]
Media

GOP will pay a ‘very high price’ if they make a deal with Democrats: Kenny Polcari

October 13, 2023
Morning Thoughts

CPI? LoL – What did Expect? GOP Puts the House in Disarray, the War Heats UP – Try the French Roasted Chicken.

October 13, 2023
Morning Thoughts

CPI? Hot or Cold? Fed Mins Reveal Split, Investors jump into Safety – Try the Puttanesca.

October 12, 2023
Morning Thoughts

Risk Off – turns to Risk On, Fed Changes Narrative, Mid-East Conflict Enters 5th Day -Try the Chicken Soup.

October 10, 2023
Morning Thoughts

A Strong NFP report sends Stocks UP, now War in the Middle East – Creates a new Level of Anxiety.

October 9, 2023
Media

September jobs report kills any idea Fed will cut rates: Kenny Polcari

October 6, 2023
Morning Thoughts

The Clock Ticks….Mkts Wait… -Try the Halibut.

October 6, 2023
Media

Stock market ‘panic’ usually creates great buying opportunities: Kenny Polcari

October 5, 2023
Morning Thoughts

Wait! Stocks Rallied? Bonds Rallied? What Happened? – Try the Angry Lobster.

October 5, 2023
Media

America economy is headed towards a ‘bumpy road’: Kenny Polcari

October 4, 2023
Morning Thoughts

CHAOS!…… – Try the Spaghetti Fini with Leeks and Pancetta.

October 4, 2023
Morning Thoughts

10 Yr Treasury up 10 BPS (in one day), Utilities & Energy Get Smacked – Try the Spaghetti con Melanzane Fritte.

October 3, 2023

Our Views & Insights