Our Views & Insights 

Morning Thoughts
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July 8, 2026

Iran Strikes & Strait Tensions Ignite Oil Surge as the AI Trade Feels Exhausted, the Rotation Accelerates – Try the Ribollita

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Morning Thoughts
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July 7, 2026

Tech Rally Fades Fast: Samsung Beats Big But Fails to Wow — AI Expectations Hit Reality as Yields Climb Back into Danger Zone – Try the Classic Panzanella Salad

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Morning Thoughts
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July 6, 2026

Tech & Mag 7 Take Hit on Soft June NFP Data, Value, Defensives, and Broader Market Catch a Bid – The Bar is High for Earnings Season, Trump Accts Launch Today – Try the Caciacavallo all’Argentiera

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Morning Thoughts
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July 2, 2026

Markets Rotate Amid CAT Pullback on Burry Shorts – AI Thesis Intact, Volatility Expected on NFP Day – Try the Grilled Rib-Eye

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Trader Talk
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July 1, 2026

Trader Talk – Deconstructing SpaceX’s $20B bond euphoria

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Morning Thoughts
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July 1, 2026

S&P 500 Posts Best Quarter in 6 Years as Markets Climb Wall of Worry into Election Season – Try the Watermelon & Avocado Salad

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Media
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July 1, 2026

Varney & Co.: SlateStone Wealth’s Kenny Polcari on Tech Opportunities After the Rotation

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Media
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July 1, 2026

CNBC Asia: SlateStone Wealth’s Kenny Polcari on Fed Communication and Investor Discipline

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Morning Thoughts
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June 30, 2026

From Oversold to Opportunity: Tech Roars Back, Dragging Markets Higher. Today is the end of the Qtr – Try the Tortellini Salad.

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Morning Thoughts

AI Reality Check: Tech Selloff & Rotation Signals Valuation Jitters – Micron Earnings Loom as the Big Test – Try the Tagliatelle Cremosa

June 24, 2026
Morning Thoughts

Markets Test Tech Conviction as Micron Earnings Loom; AI Rotation Takes Hold – Try the Buccatini Amatraciana

June 23, 2026
Trader Talk

Trader Talk – AI vs. inflation: why Wall Street is ignoring soaring rates

June 17, 2026
Morning Thoughts

RISK ON” GLOBAL RELIEF RALLY: Trump-Iran Deal Sparks Massive Tech & AI Surge, Oil Plunges, Gold Soars, and All Eyes Turn to Kevin Warsh’s First FOMC Presser – Try the Champagne Chicken

June 16, 2026
Press

Barron’s: SlateStone Wealth’s Daniel Payne on Infrastructure Investing Beyond AI

June 10, 2026
Trader Talk

Trader Talk – Beyond AI: where you should invest capital now

June 10, 2026
Media

Varney & Co.: SlateStone Wealth’s Kenny Polcari on AI, Market Leadership and the SpaceX IPO

June 10, 2026
Morning Thoughts

Geopolitics + Hot CPI Jitters Hammer Tech, But Diversification Saves the Day — SpaceX IPO Frenzy Looms – Try the Penne Alla Vodka

June 10, 2026
Morning Thoughts

Tech & AI Snap Back After Brutal One-Two Punch — Strong Jobs, Rising Yields, and Rotation Shakeout Set the Stage for This Week’s CPI/PPI Test – Try the Pork Cutlets

June 9, 2026
Trader Talk

Trader Talk – Forget the Mag 7: Focus on AI infrastructure

June 3, 2026
Media

Varney & Co.: SlateStone Wealth’s Kenny Polcari on AI, Earnings Strength and the Next Wave of Capital

June 3, 2026
Morning Thoughts

Bulls Charge. Geopolitical Tensions rise and Elon Skips the Foreplay and Goes Straight to the Entree! – Try the Risotto

June 3, 2026
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Morning Thoughts

AI Reality Check: Tech Selloff & Rotation Signals Valuation Jitters – Micron Earnings Loom as the Big Test – Try the Tagliatelle Cremosa

June 24, 2026
Morning Thoughts

Markets Test Tech Conviction as Micron Earnings Loom; AI Rotation Takes Hold – Try the Buccatini Amatraciana

June 23, 2026
Trader Talk

Trader Talk – AI vs. inflation: why Wall Street is ignoring soaring rates

June 17, 2026
Morning Thoughts

RISK ON” GLOBAL RELIEF RALLY: Trump-Iran Deal Sparks Massive Tech & AI Surge, Oil Plunges, Gold Soars, and All Eyes Turn to Kevin Warsh’s First FOMC Presser – Try the Champagne Chicken

June 16, 2026
Press

Barron’s: SlateStone Wealth’s Daniel Payne on Infrastructure Investing Beyond AI

June 10, 2026
Trader Talk

Trader Talk – Beyond AI: where you should invest capital now

June 10, 2026
Media

Varney & Co.: SlateStone Wealth’s Kenny Polcari on AI, Market Leadership and the SpaceX IPO

June 10, 2026
Morning Thoughts

Geopolitics + Hot CPI Jitters Hammer Tech, But Diversification Saves the Day — SpaceX IPO Frenzy Looms – Try the Penne Alla Vodka

June 10, 2026
Morning Thoughts

Tech & AI Snap Back After Brutal One-Two Punch — Strong Jobs, Rising Yields, and Rotation Shakeout Set the Stage for This Week’s CPI/PPI Test – Try the Pork Cutlets

June 9, 2026
Trader Talk

Trader Talk – Forget the Mag 7: Focus on AI infrastructure

June 3, 2026
Media

Varney & Co.: SlateStone Wealth’s Kenny Polcari on AI, Earnings Strength and the Next Wave of Capital

June 3, 2026
Morning Thoughts

Bulls Charge. Geopolitical Tensions rise and Elon Skips the Foreplay and Goes Straight to the Entree! – Try the Risotto

June 3, 2026

Our Views & Insights