Our Views & Insights 

Morning Thoughts
April 12, 2024

Tech Surges, Bank Earnings Impress, Inflation and Interest Rates on Edge/Try the Veal Scallopine

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Morning Thoughts
April 11, 2024

Inflation Shockwave: Stocks Plunge, Bond Yields Soar as Super Core CPI Surges/Try the Classic Bolognese

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Morning Thoughts
April 10, 2024

Tick, Tick, Tick – CPI only hours away, El-Erian Suggests 3% is the target! Try the One Pot Sweet Sausage & Orzo.

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Morning Thoughts
April 9, 2024

Stocks Struggle as Yields Soar, Rate Cut Speculation Fades: Inflation Data Looms Large – Try the Halibut

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Morning Thoughts
April 8, 2024

Market Insights: Jobs Surge, Fed Signals ‘No Rate Cuts’, Busy Week Ahead/Try the Linguine

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Morning Thoughts
April 3, 2024

Market Mayhem: Stocks Dive, Bonds Buckle, and FED Chaos Continues – What You Need to Know/Try the Risotto Alla Rom…

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Morning Thoughts
April 2, 2024

Eco Data Sparks Anxiety, Bond Yields Rise, and Gold Surges Amid Rate Cut Uncertainty – Try the Pork Chops

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Morning Thoughts
April 1, 2024

Mixed Signals from PCE, JJ Being Tested, Qtr Sector Performance, Try the Ham & Cheese Torta.

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Media
April 1, 2024

Kenny Polcari: When the market listens to what Fed Chair Powell is saying, we will see a pullback

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Morning Thoughts

Bad News IS Good News for The FED! Investors Continue to Take Stocks Higher -Try the Chicken Provencial.

August 31, 2023
Morning Thoughts

Hurricane Idalia Gets Ready to Hit, Stocks higher on Month End Window Dressing – Try the Dark and Stormy

August 29, 2023
Media

Fed is worried inflation is becoming more entrenched: Kenny Polcari

August 25, 2023
Morning Thoughts

NVDA Fails to Ignite a Rally, JJ takes Center Stage at 10 am – Try the Baby Back Ribs.

August 25, 2023
Morning Thoughts

NVDA Smashes IT (again), Now it’s Jackson Hole – Try the Champagne Chicken Cutlets.

August 24, 2023
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
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Morning Thoughts

Bad News IS Good News for The FED! Investors Continue to Take Stocks Higher -Try the Chicken Provencial.

August 31, 2023
Morning Thoughts

Hurricane Idalia Gets Ready to Hit, Stocks higher on Month End Window Dressing – Try the Dark and Stormy

August 29, 2023
Media

Fed is worried inflation is becoming more entrenched: Kenny Polcari

August 25, 2023
Morning Thoughts

NVDA Fails to Ignite a Rally, JJ takes Center Stage at 10 am – Try the Baby Back Ribs.

August 25, 2023
Morning Thoughts

NVDA Smashes IT (again), Now it’s Jackson Hole – Try the Champagne Chicken Cutlets.

August 24, 2023
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

Our Views & Insights