Our Views & Insights 

Morning Thoughts
April 22, 2024

Turbulence Intensifies: Tech Stocks Plunge, Geo-political Risks Escalate,& Investors Brace for Earnings Deluge/Try…

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Morning Thoughts
April 17, 2024

JJ’s Hawkish Tone Stirs Debate on Rate Cuts, Bond Yields Surge, Stocks React/Try the Grilled Shrimp

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Morning Thoughts
April 16, 2024

Mkt Meltdown: Stocks Plummet, Bonds Whacked, and Geopolitical Tensions Soar – What’s Next for Investors?/Try the B…

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Morning Thoughts
April 15, 2024

Markets Roil on Geopolitical Fears: Banks Slide,Investors Seek Safe Havens Amid Uncertainty/Try the Slow Roasted …

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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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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
Morning Thoughts

Hello? Anyone Read Those Mins? The Hawks are Alive and Well, Stocks FALL – Try the Risotto.

August 17, 2023
Morning Thoughts

Who Remembers the 1960’s Batman? Bam! Pow! Bang! Ouch! – Stocks get Clobbered -Try the Mussels.

August 16, 2023
Morning Thoughts

Good Morning – Stocks bounce- but don’t be fooled. The Pilot has turned on the Fasten Seat Belt Sign – Try the Veal.

August 15, 2023
Morning Thoughts

PPI is Hotter, Higher Oil Prices not even Considered – Try the Sea Scallops

August 14, 2023
Media

Inflation is making a comeback, Fed will raise rates again: Kenny Polcari

August 11, 2023
Morning Thoughts

Some Betting the FED is Done, They Would be Wrong – Try the Penne Rigate, Zucchini & Guanciale.

August 11, 2023
Media

Inflation is going to rear its ugly head again: Kenny Polcari

August 10, 2023
Morning Thoughts

Disinflation in China? (If you believe it), DIS Raises Prices, and CPI out at 8:30 – Try the Stuffed Chicken Cutlets.

August 10, 2023
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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
Morning Thoughts

Hello? Anyone Read Those Mins? The Hawks are Alive and Well, Stocks FALL – Try the Risotto.

August 17, 2023
Morning Thoughts

Who Remembers the 1960’s Batman? Bam! Pow! Bang! Ouch! – Stocks get Clobbered -Try the Mussels.

August 16, 2023
Morning Thoughts

Good Morning – Stocks bounce- but don’t be fooled. The Pilot has turned on the Fasten Seat Belt Sign – Try the Veal.

August 15, 2023
Morning Thoughts

PPI is Hotter, Higher Oil Prices not even Considered – Try the Sea Scallops

August 14, 2023
Media

Inflation is making a comeback, Fed will raise rates again: Kenny Polcari

August 11, 2023
Morning Thoughts

Some Betting the FED is Done, They Would be Wrong – Try the Penne Rigate, Zucchini & Guanciale.

August 11, 2023
Media

Inflation is going to rear its ugly head again: Kenny Polcari

August 10, 2023
Morning Thoughts

Disinflation in China? (If you believe it), DIS Raises Prices, and CPI out at 8:30 – Try the Stuffed Chicken Cutlets.

August 10, 2023

Our Views & Insights