Our Views & Insights 

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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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

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

February 14, 2024
Media

Trump-era tax cuts will expire if Biden wins election: Kenny Polcari

February 14, 2024
Morning Thoughts

“Sell Mortimer SELL!” or is that a bit Dramatic? CPI out at 8:30 – Try the Pasta Vesuvio (think Volcano)

February 13, 2024
Morning Thoughts

S&P is Now Decisively in the New Millennium, Tech on Fire, Some Still Betting on Cuts – Try the Rigatoni

February 12, 2024
Media

The Fed soft landing scenario is why so much money is flowing into stocks: Joseph Lavorgna

February 12, 2024
Morning Thoughts

S&P 5000! (Yahoo!), Janet Does NOT See Prices Declining, 30 Yr Bonds Auction Settles at 4.36%/Try the Chicken Scar…

February 9, 2024
Media

Treasury Secretary Janet Yellen admits she doesn’t expect prices to go down

February 9, 2024
Media

Would President Kamala Harris affect the stock market?

February 9, 2024
Morning Thoughts

Momentum Guys Kiss S&P 5000, 10 yr Bond Auction Well Received – Today is the 30 Yr Auction/Try the Lemon Chicken

February 8, 2024
Media

You can’t get drawn into the ‘mania’: Kenny Polcari

February 8, 2024
Morning Thoughts

3 yr Note Auction Goes Well, 10 yr is Next. Chip Stocks take a Breather, Reg Banks – Oh boy! Try the Short Rib Bur…

February 7, 2024
Morning Thoughts

JJ Says it Again, FED Members Confirming. Treasuries decline, Oil & Gold Steady/Try the Herb Pork Chops

February 6, 2024
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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
Media

Trump-era tax cuts will expire if Biden wins election: Kenny Polcari

February 14, 2024
Morning Thoughts

“Sell Mortimer SELL!” or is that a bit Dramatic? CPI out at 8:30 – Try the Pasta Vesuvio (think Volcano)

February 13, 2024
Morning Thoughts

S&P is Now Decisively in the New Millennium, Tech on Fire, Some Still Betting on Cuts – Try the Rigatoni

February 12, 2024
Media

The Fed soft landing scenario is why so much money is flowing into stocks: Joseph Lavorgna

February 12, 2024
Morning Thoughts

S&P 5000! (Yahoo!), Janet Does NOT See Prices Declining, 30 Yr Bonds Auction Settles at 4.36%/Try the Chicken Scar…

February 9, 2024
Media

Treasury Secretary Janet Yellen admits she doesn’t expect prices to go down

February 9, 2024
Media

Would President Kamala Harris affect the stock market?

February 9, 2024
Morning Thoughts

Momentum Guys Kiss S&P 5000, 10 yr Bond Auction Well Received – Today is the 30 Yr Auction/Try the Lemon Chicken

February 8, 2024
Media

You can’t get drawn into the ‘mania’: Kenny Polcari

February 8, 2024
Morning Thoughts

3 yr Note Auction Goes Well, 10 yr is Next. Chip Stocks take a Breather, Reg Banks – Oh boy! Try the Short Rib Bur…

February 7, 2024
Morning Thoughts

JJ Says it Again, FED Members Confirming. Treasuries decline, Oil & Gold Steady/Try the Herb Pork Chops

February 6, 2024

Our Views & Insights