Our Views & Insights 

Morning Thoughts
March 7, 2024

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

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Morning Thoughts
March 6, 2024

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

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Media
March 6, 2024

New York Community Bancorp is a potential opportunity: Kenny Polcari

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Media
March 4, 2024

Biz professor: Smaller banks at risk of solvency runs by depositors

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Morning Thoughts
March 1, 2024

Don’t Ignore the Super Core PCE! / Try the Dover Sole Francese

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Investment Outlooks
February 28, 2024

2024 Investment Outlook and Policy Webinar

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Morning Thoughts
February 28, 2024

The Parade of the FED Heads – Goolsbee, Bostic and Colllins. What will they say? Try the Chianti Risotto.

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Morning Thoughts
February 27, 2024

“Not so Fast Boyz”. KC Fed President Chimes In/Try the Beef Tenderloins

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Morning Thoughts
February 26, 2024

S&P Pierces 5100! NVDA and AI Continue to Power us Forward/Try the Creamy Chicken Piccata

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Morning Thoughts

It’s ALL about NVDA – Full Stop! DJT Absent in Debate – Who will Shine? – Try the Parmegiana Crusted Halibut

August 23, 2023
Morning Thoughts

Tech Leads, Will NVDA Surprise? S&P Cuts Some Regionals – Try the Emulsified Aglio e Olio.

August 22, 2023
Media

Market expects interest rates to climb thanks to Fed comments, expert warns

August 21, 2023
Media

Are rates going to continue to get higher?: Kenny Polcari

August 18, 2023
Media

Big Tech boom is not over: Kenny Polcari

August 18, 2023
Morning Thoughts

19 X’s Forward Earnings is NOT what the Dr. Ordered, Stocks Fall -Try the Mac & Cheese.

August 18, 2023
Media

Federal Reserve wants a 6% terminal rate: Kenny Polcari

August 17, 2023
Morning Thoughts

Hello? Anyone Read Those Mins? The Hawks are Alive and Well, Stocks FALL – Try the Risotto.

August 17, 2023
Morning Thoughts

Who Remembers the 1960’s Batman? Bam! Pow! Bang! Ouch! – Stocks get Clobbered -Try the Mussels.

August 16, 2023
Morning Thoughts

Good Morning – Stocks bounce- but don’t be fooled. The Pilot has turned on the Fasten Seat Belt Sign – Try the Veal.

August 15, 2023
Morning Thoughts

PPI is Hotter, Higher Oil Prices not even Considered – Try the Sea Scallops

August 14, 2023
Media

Inflation is making a comeback, Fed will raise rates again: Kenny Polcari

August 11, 2023
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Morning Thoughts

It’s ALL about NVDA – Full Stop! DJT Absent in Debate – Who will Shine? – Try the Parmegiana Crusted Halibut

August 23, 2023
Morning Thoughts

Tech Leads, Will NVDA Surprise? S&P Cuts Some Regionals – Try the Emulsified Aglio e Olio.

August 22, 2023
Media

Market expects interest rates to climb thanks to Fed comments, expert warns

August 21, 2023
Media

Are rates going to continue to get higher?: Kenny Polcari

August 18, 2023
Media

Big Tech boom is not over: Kenny Polcari

August 18, 2023
Morning Thoughts

19 X’s Forward Earnings is NOT what the Dr. Ordered, Stocks Fall -Try the Mac & Cheese.

August 18, 2023
Media

Federal Reserve wants a 6% terminal rate: Kenny Polcari

August 17, 2023
Morning Thoughts

Hello? Anyone Read Those Mins? The Hawks are Alive and Well, Stocks FALL – Try the Risotto.

August 17, 2023
Morning Thoughts

Who Remembers the 1960’s Batman? Bam! Pow! Bang! Ouch! – Stocks get Clobbered -Try the Mussels.

August 16, 2023
Morning Thoughts

Good Morning – Stocks bounce- but don’t be fooled. The Pilot has turned on the Fasten Seat Belt Sign – Try the Veal.

August 15, 2023
Morning Thoughts

PPI is Hotter, Higher Oil Prices not even Considered – Try the Sea Scallops

August 14, 2023
Media

Inflation is making a comeback, Fed will raise rates again: Kenny Polcari

August 11, 2023

Our Views & Insights