Our Views & Insights 

Media
December 19, 2024

What message is the market trying to send?

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Media
December 19, 2024

The Fed-induced market meltdown was a ‘typical tantrum’: Kenny Polcari

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Morning Thoughts
December 19, 2024

FED Sparks Meltdown: The Street Screams ‘FIRE in the Hole! – Try Nana’s Cheesecake – Christmas Style

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Morning Thoughts
December 17, 2024

SoftBank Bets Big While Markets Sweat Small Cuts: Jerome Powell’s Orchestra Preps for Rate Rhapsody/Try the Butter…

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Morning Thoughts
December 16, 2024

Tech Holds Tight, Gold Tumbles, and Will JJ Stuff Your Stocking?/Try the Pasta Genovese.

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Media
December 13, 2024

Jerome Powell has himself ‘backed into a corner’, says Kenny Polcari

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Morning Thoughts
December 12, 2024

Zuckerbucks Reunited: Marky Makes Nicey with Trump as META Soars, Leaving Bezos Wondering if It’s His Turn to Danc…

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Morning Thoughts
December 10, 2024

Markets Hold Their Breath: Inflation Data, Fed Moves, and JJ’s ‘Thoughts’ Leave Investors Dizzy – Try the Feta Shrim…

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Morning Thoughts
December 9, 2024

Fed Frenzy, Gold Glimmers, and IonQ’s Quantum Quest: The Markets’ End-of-Year Rollercoaster!/Try the Filet of Sole…

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Morning Thoughts

PPI Comes in HOT, VIX Raises it’s Head, Algo’s Confused/Try the Spaghetti Al’ Tonno

March 15, 2024
Morning Thoughts

PPI at 8:30, Oil Deficit?, Turtle Beach? – Try the Sweet Sausage Risotto

March 14, 2024
Morning Thoughts

NFP reveals contradiction, NVDA has a 10% swing, & the FED is in Lockdown – Try the Chicken Cacciatore

March 11, 2024
Media

The belief that Federal Reserve cuts rates soon is ‘wrong’: Kenny Polcari

March 8, 2024
Morning Thoughts

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

March 7, 2024
Morning Thoughts

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

March 6, 2024
Media

New York Community Bancorp is a potential opportunity: Kenny Polcari

March 6, 2024
Media

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

March 4, 2024
Morning Thoughts

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

March 1, 2024
Investment Outlooks

2024 Investment Outlook and Policy Webinar

February 28, 2024
Morning Thoughts

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

February 28, 2024
Morning Thoughts

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

February 27, 2024
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Morning Thoughts

PPI Comes in HOT, VIX Raises it’s Head, Algo’s Confused/Try the Spaghetti Al’ Tonno

March 15, 2024
Morning Thoughts

PPI at 8:30, Oil Deficit?, Turtle Beach? – Try the Sweet Sausage Risotto

March 14, 2024
Morning Thoughts

NFP reveals contradiction, NVDA has a 10% swing, & the FED is in Lockdown – Try the Chicken Cacciatore

March 11, 2024
Media

The belief that Federal Reserve cuts rates soon is ‘wrong’: Kenny Polcari

March 8, 2024
Morning Thoughts

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

March 7, 2024
Morning Thoughts

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

March 6, 2024
Media

New York Community Bancorp is a potential opportunity: Kenny Polcari

March 6, 2024
Media

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

March 4, 2024
Morning Thoughts

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

March 1, 2024
Investment Outlooks

2024 Investment Outlook and Policy Webinar

February 28, 2024
Morning Thoughts

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

February 28, 2024
Morning Thoughts

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

February 27, 2024

Our Views & Insights