Our Views & Insights 

Morning Thoughts
June 12, 2024

AAPL Surges 7.5%, Tech Advances 1.8%, and Treasury Yields Decline Amid Strong Auction: Market Awaits CPI and FOMC …

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Morning Thoughts
June 11, 2024

CPI, FOMC, Dot Plots, What Else? Oh, Lonnie and Timmy Get Into a Fight!/Try the Greek Style Shrimp

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Morning Thoughts
June 10, 2024

Mkt Muddle: NFP Signals Strength, Unemployment Caution – FOMC Meeting and Inflation Data Awaited/Try the Grilled P…

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Morning Thoughts
June 7, 2024

Pressure – Pushing Down on Me…” (Queen) – NFP Today, JJ Next Week/Try the Shepherds Salad

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Morning Thoughts
June 6, 2024

Market Update: S&P Hits New High, NVDA Stuns Investors, and Economic Data Suggests Mixed Signals/Try the Rigatoni …

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Media
June 5, 2024

Bringing New York Stock Exchange to Texas doesn’t ‘make sense on a number of levels’: Kenny Polcari

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Morning Thoughts
June 5, 2024

Headline: JOLTS Report Signals Economic Slowdown; Stocks Mixed, Bonds Rally – Plus, Try Chicken Rollatini!

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Morning Thoughts
June 4, 2024

2 PMI’s – 2 Conflicting Results, Value down, Growth up, Oil Down, Bonds Up/Try the Roasted Pork Loin w/Peaches and…

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Morning Thoughts
June 3, 2024

Volatility Strikes Mkts as Stocks Rebound Despite Economic Concerns & Rate Cut Speculation/Try the Fettucine w/Ove…

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Media

China’s economic data should not change the US investment thesis: Kenny Polcari

November 7, 2023
Morning Thoughts

Rate CUTS now Expected in June 2024? Stocks & Bonds Surge – Try the Sicilian T-Bone

November 6, 2023
Media

The Larry Ludlow Show 11-04-23

November 4, 2023
Media

October’s job report is very ‘bullish’: Kenny Polcari

November 3, 2023
Morning Thoughts

MKT’s Are Convinced that the FED is DONE, Bonds Rally, Yields Fall, Stocks Rally – Try the Apple Cinnamon Pork Chop

November 3, 2023
Media

Santa Claus is coming, but market won’t rally for rest of year: Kenny Polcari

November 2, 2023
Morning Thoughts

Can you say BOOM-ER-RANG? Buy Algo’s have a Field Day! – Try the Eggplant Caponata

October 31, 2023
Morning Thoughts

S&P Officially Enters the ‘Correction zone’, Israel slows the Gaza Invasion – Try the Simple Spaghetti & Meatballs

October 30, 2023
Media

Treasury yields will continue to be a ‘headwind’ for stocks: Kenny Polcari

October 27, 2023
Morning Thoughts

It’s Been a Brutal Week, FED in Lockdown, PCE Due today – Try the Chicken Saltimbocca.

October 27, 2023
Morning Thoughts

Stocks are Weaker this Morning, 10 yr Above 5% Again. Try the Fusilli w/Crema di Zucca.

October 23, 2023
Media

Fed hasn’t cratered the economy yet, but the ‘break’ is coming: Kenny Polcari

October 20, 2023
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Media

China’s economic data should not change the US investment thesis: Kenny Polcari

November 7, 2023
Morning Thoughts

Rate CUTS now Expected in June 2024? Stocks & Bonds Surge – Try the Sicilian T-Bone

November 6, 2023
Media

The Larry Ludlow Show 11-04-23

November 4, 2023
Media

October’s job report is very ‘bullish’: Kenny Polcari

November 3, 2023
Morning Thoughts

MKT’s Are Convinced that the FED is DONE, Bonds Rally, Yields Fall, Stocks Rally – Try the Apple Cinnamon Pork Chop

November 3, 2023
Media

Santa Claus is coming, but market won’t rally for rest of year: Kenny Polcari

November 2, 2023
Morning Thoughts

Can you say BOOM-ER-RANG? Buy Algo’s have a Field Day! – Try the Eggplant Caponata

October 31, 2023
Morning Thoughts

S&P Officially Enters the ‘Correction zone’, Israel slows the Gaza Invasion – Try the Simple Spaghetti & Meatballs

October 30, 2023
Media

Treasury yields will continue to be a ‘headwind’ for stocks: Kenny Polcari

October 27, 2023
Morning Thoughts

It’s Been a Brutal Week, FED in Lockdown, PCE Due today – Try the Chicken Saltimbocca.

October 27, 2023
Morning Thoughts

Stocks are Weaker this Morning, 10 yr Above 5% Again. Try the Fusilli w/Crema di Zucca.

October 23, 2023
Media

Fed hasn’t cratered the economy yet, but the ‘break’ is coming: Kenny Polcari

October 20, 2023

Our Views & Insights