Our Views & Insights 

Morning Thoughts
June 21, 2024

Tech Stocks Slump Amid Weak Economic Data; NVDA Loses $246 Bil as Market Shows Signs of Exhaustion!/Try the One Pa…

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Morning Thoughts
June 20, 2024

Tech Surge Propels Markets Amid Rate Cut Speculations; Investors Eye AI Giant NVDA’s Meteoric Rise/Try the Spaghet…

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Morning Thoughts
June 18, 2024

Tech Rally Defies Odds as Oil Surges Past $80 and Fed Officials Take the Stage – Try the Veal Cacciatore

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Morning Thoughts
June 14, 2024

Tech Leads Gains, Bonds Rally, PPI Falls, & European Markets Face Turmoil/Try the Linguine Shrimp Scampi

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Morning Thoughts
June 13, 2024

Market Milestones, Fed Caution, Sector Performance, and Future Outlook Unpacked/Try the Summer Watermelon/Tomato/F…

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Morning Thoughts
June 12, 2024

AAPL Surges 7.5%, Tech Advances 1.8%, and Treasury Yields Decline Amid Strong Auction: Market Awaits CPI and FOMC …

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Morning Thoughts
June 11, 2024

CPI, FOMC, Dot Plots, What Else? Oh, Lonnie and Timmy Get Into a Fight!/Try the Greek Style Shrimp

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Morning Thoughts
June 10, 2024

Mkt Muddle: NFP Signals Strength, Unemployment Caution – FOMC Meeting and Inflation Data Awaited/Try the Grilled P…

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Morning Thoughts
June 7, 2024

Pressure – Pushing Down on Me…” (Queen) – NFP Today, JJ Next Week/Try the Shepherds Salad

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Morning Thoughts

CPI? Hot or Cold? Fed Mins Reveal Split, Investors jump into Safety – Try the Puttanesca.

October 12, 2023
Morning Thoughts

Risk Off – turns to Risk On, Fed Changes Narrative, Mid-East Conflict Enters 5th Day -Try the Chicken Soup.

October 10, 2023
Morning Thoughts

A Strong NFP report sends Stocks UP, now War in the Middle East – Creates a new Level of Anxiety.

October 9, 2023
Media

September jobs report kills any idea Fed will cut rates: Kenny Polcari

October 6, 2023
Morning Thoughts

The Clock Ticks….Mkts Wait… -Try the Halibut.

October 6, 2023
Media

Stock market ‘panic’ usually creates great buying opportunities: Kenny Polcari

October 5, 2023
Morning Thoughts

Wait! Stocks Rallied? Bonds Rallied? What Happened? – Try the Angry Lobster.

October 5, 2023
Media

America economy is headed towards a ‘bumpy road’: Kenny Polcari

October 4, 2023
Morning Thoughts

CHAOS!…… – Try the Spaghetti Fini with Leeks and Pancetta.

October 4, 2023
Morning Thoughts

10 Yr Treasury up 10 BPS (in one day), Utilities & Energy Get Smacked – Try the Spaghetti con Melanzane Fritte.

October 3, 2023
Morning Thoughts

Oh Boy – Crisis Averted on Capitol Hill, all While Stocks end the Qtr Lower – Try the Shrimp Cardinale.

October 2, 2023
Media

Investors will soon have an opportunity to buy cheaper stocks: Kenny Polcari

September 29, 2023
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Morning Thoughts

CPI? Hot or Cold? Fed Mins Reveal Split, Investors jump into Safety – Try the Puttanesca.

October 12, 2023
Morning Thoughts

Risk Off – turns to Risk On, Fed Changes Narrative, Mid-East Conflict Enters 5th Day -Try the Chicken Soup.

October 10, 2023
Morning Thoughts

A Strong NFP report sends Stocks UP, now War in the Middle East – Creates a new Level of Anxiety.

October 9, 2023
Media

September jobs report kills any idea Fed will cut rates: Kenny Polcari

October 6, 2023
Morning Thoughts

The Clock Ticks….Mkts Wait… -Try the Halibut.

October 6, 2023
Media

Stock market ‘panic’ usually creates great buying opportunities: Kenny Polcari

October 5, 2023
Morning Thoughts

Wait! Stocks Rallied? Bonds Rallied? What Happened? – Try the Angry Lobster.

October 5, 2023
Media

America economy is headed towards a ‘bumpy road’: Kenny Polcari

October 4, 2023
Morning Thoughts

CHAOS!…… – Try the Spaghetti Fini with Leeks and Pancetta.

October 4, 2023
Morning Thoughts

10 Yr Treasury up 10 BPS (in one day), Utilities & Energy Get Smacked – Try the Spaghetti con Melanzane Fritte.

October 3, 2023
Morning Thoughts

Oh Boy – Crisis Averted on Capitol Hill, all While Stocks end the Qtr Lower – Try the Shrimp Cardinale.

October 2, 2023
Media

Investors will soon have an opportunity to buy cheaper stocks: Kenny Polcari

September 29, 2023

Our Views & Insights