Our Views & Insights 

Media
January 24, 2024

There is ‘no reason’ for investors not to own Nvidia, Microsoft stock: Kenny Polcari

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Morning Thoughts
January 22, 2024

S&P Pierces the Old High, Tech Takes the Lead (again), Ronny Out! – Try the Short Rib/Meatball Sunday Sauce

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Media
January 22, 2024

Big Tech still rules profit growth, should have ‘a place in your portfolio’: Kenny Polcari

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Morning Thoughts
January 19, 2024

Tech to the RESCUE! Apple gets an UPGRADE! – Try the Chicken Soup

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Media
January 19, 2024

AI is behind the Big Tech rally: Kenny Polcari

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Morning Thoughts
January 18, 2024

Finally – it appears Someone is Paying Attn! Time to move on and re-focus – Try the Pan Seared Garlic Butter Rib-eye

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Morning Thoughts
January 17, 2024

Waller Confronts the 6 Cut Narrative, Stocks Fall, Bond Yields Rise – Try the Zucchini Lasagna

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Morning Thoughts
January 16, 2024

Taiwan Elects Lai, Iowa Selects Donny, VIX up, Stocks Down – Try the Pan Seared Thighs in Onion/Mushroom/Spinach Orz…

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Media
January 15, 2024

The fundamental economy is pretty strong: Dryden Pence

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Morning Thoughts

JJ Keeps the Heat On, BoE Surprises with a 50 bps hike/Try the Sweet/Sour Chicken – Italian Style

June 23, 2023
Media

Lab-grown chicken gets the green light

June 22, 2023
Morning Thoughts

JJ Takes on Capitol Hill; Investors Await – Try the Puttanesca

June 21, 2023
Morning Thoughts

Has The Pullback Begun? End of Qtr Window Dressing, JJ on the Hill – Try the Greek Style Shrimp

June 20, 2023
Media

Investors ‘have to have exposure to AI’: Kenny Polcari

June 16, 2023
Morning Thoughts

Mamma Mia! Do Trees Just Grow to the Sky? Stocks Advance -Try the Sicilian Linguine and Clams

June 16, 2023
Media

Nervous investors should look at contra trades: Kenny Polcari

June 15, 2023
Morning Thoughts

Fed SKIPS but Remains HAWKISH – Try the Pork Cutlet Milanese

June 15, 2023
Morning Thoughts

CPI was Dressed to Impress, will PPI do the Same? Can JJ Sound Neutral? – Try the Chicken in a Lemon/Walnut sauce

June 14, 2023
Media

Fed doesn’t have the guts to hike rates two more times in 2023: Kenny Polcari

June 14, 2023
Morning Thoughts

It’s FOMO vs. FOBI! – Try the Roasted Sea Bass

June 13, 2023
Media

Carol Roth on the markets: ‘It’s very breakfast clubbish out there’

June 12, 2023
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Morning Thoughts

JJ Keeps the Heat On, BoE Surprises with a 50 bps hike/Try the Sweet/Sour Chicken – Italian Style

June 23, 2023
Media

Lab-grown chicken gets the green light

June 22, 2023
Morning Thoughts

JJ Takes on Capitol Hill; Investors Await – Try the Puttanesca

June 21, 2023
Morning Thoughts

Has The Pullback Begun? End of Qtr Window Dressing, JJ on the Hill – Try the Greek Style Shrimp

June 20, 2023
Media

Investors ‘have to have exposure to AI’: Kenny Polcari

June 16, 2023
Morning Thoughts

Mamma Mia! Do Trees Just Grow to the Sky? Stocks Advance -Try the Sicilian Linguine and Clams

June 16, 2023
Media

Nervous investors should look at contra trades: Kenny Polcari

June 15, 2023
Morning Thoughts

Fed SKIPS but Remains HAWKISH – Try the Pork Cutlet Milanese

June 15, 2023
Morning Thoughts

CPI was Dressed to Impress, will PPI do the Same? Can JJ Sound Neutral? – Try the Chicken in a Lemon/Walnut sauce

June 14, 2023
Media

Fed doesn’t have the guts to hike rates two more times in 2023: Kenny Polcari

June 14, 2023
Morning Thoughts

It’s FOMO vs. FOBI! – Try the Roasted Sea Bass

June 13, 2023
Media

Carol Roth on the markets: ‘It’s very breakfast clubbish out there’

June 12, 2023

Our Views & Insights