Our Views & Insights 

Morning Thoughts
May 13, 2024

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

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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…

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Morning Thoughts
May 8, 2024

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

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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

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Morning Thoughts
May 6, 2024

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

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Morning Thoughts
May 4, 2024

The month (April) in review/ Try the Potato Broccoli Croquettes

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Morning Thoughts
May 3, 2024

Market Soars on Algo Surge as AAPL Shines Bright: NFP Awaited Amidst Optimism -Try the Penne Rigate

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Morning Thoughts
May 1, 2024

Market Turmoil: Stocks Plunge, FOMC Guidance Looms, and Investors Braced for Impact/Try the Easy Pork Loin

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Morning Thoughts
April 30, 2024

Stocks Soar on Apple Upgrade and Tesla’s China Breakthrough; Eyes on Fed’s Decision – Try the Paglia & Fieno

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Media

UAW strike, looming government shutdown is keeping market ‘under pressure’: Kenny Polcari

September 22, 2023
Morning Thoughts

Risk Off is Alive and Well, 10 Yr Yields Kiss 4.49%/Try the Scampi

September 22, 2023
Media

Cisco buys cybersecurity company Splunk for $28 billion

September 21, 2023
Morning Thoughts

The FED Pauses (Yawn), but Remains Hawkish, Risk Off, Yields UP- Try the Greek Filet of Sole.

September 21, 2023
Media

Fed caused inflation crisis, they’ve ‘lucked out’ so far

September 20, 2023
Morning Thoughts

Get Ready for 2 pm…..It Hinges on What JJ Says vs. What he Does – Try the Eggplant Caponata.

September 20, 2023
Morning Thoughts

Stocks Churn, Oil Surges, UAW Still Out and CART goes Public – Try the Escarole and Beans.

September 19, 2023
Media

Arm is ‘overhyped’; stock moves are exaggerated: Kenny Polcari

September 15, 2023
Morning Thoughts

PPI Hot, FED says ‘it’s transitory’, ARM is hot and the UAW walkout/Try the Ropa Vieja

September 15, 2023
Media

UAW strike could be ‘devastating’ to the economy: Kenny Polcari

September 14, 2023
Morning Thoughts

CPI? (Yawn!) FED Steady (Yawn), More Eco data likely to do Nothing to Psyche – Try the Tomato Salad Fritters.

September 14, 2023
Morning Thoughts

Tech Continues to Struggle, Apple Introduces New iPhones, Oil Kisses $90 – Try Guiseppina’s Apple Cake.

September 13, 2023
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Media

UAW strike, looming government shutdown is keeping market ‘under pressure’: Kenny Polcari

September 22, 2023
Morning Thoughts

Risk Off is Alive and Well, 10 Yr Yields Kiss 4.49%/Try the Scampi

September 22, 2023
Media

Cisco buys cybersecurity company Splunk for $28 billion

September 21, 2023
Morning Thoughts

The FED Pauses (Yawn), but Remains Hawkish, Risk Off, Yields UP- Try the Greek Filet of Sole.

September 21, 2023
Media

Fed caused inflation crisis, they’ve ‘lucked out’ so far

September 20, 2023
Morning Thoughts

Get Ready for 2 pm…..It Hinges on What JJ Says vs. What he Does – Try the Eggplant Caponata.

September 20, 2023
Morning Thoughts

Stocks Churn, Oil Surges, UAW Still Out and CART goes Public – Try the Escarole and Beans.

September 19, 2023
Media

Arm is ‘overhyped’; stock moves are exaggerated: Kenny Polcari

September 15, 2023
Morning Thoughts

PPI Hot, FED says ‘it’s transitory’, ARM is hot and the UAW walkout/Try the Ropa Vieja

September 15, 2023
Media

UAW strike could be ‘devastating’ to the economy: Kenny Polcari

September 14, 2023
Morning Thoughts

CPI? (Yawn!) FED Steady (Yawn), More Eco data likely to do Nothing to Psyche – Try the Tomato Salad Fritters.

September 14, 2023
Morning Thoughts

Tech Continues to Struggle, Apple Introduces New iPhones, Oil Kisses $90 – Try Guiseppina’s Apple Cake.

September 13, 2023

Our Views & Insights