Our Views & Insights 

Media
February 9, 2024

Would President Kamala Harris affect the stock market?

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Morning Thoughts
February 8, 2024

Momentum Guys Kiss S&P 5000, 10 yr Bond Auction Well Received – Today is the 30 Yr Auction/Try the Lemon Chicken

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Media
February 8, 2024

You can’t get drawn into the ‘mania’: Kenny Polcari

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Morning Thoughts
February 7, 2024

3 yr Note Auction Goes Well, 10 yr is Next. Chip Stocks take a Breather, Reg Banks – Oh boy! Try the Short Rib Bur…

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Morning Thoughts
February 6, 2024

JJ Says it Again, FED Members Confirming. Treasuries decline, Oil & Gold Steady/Try the Herb Pork Chops

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Morning Thoughts
February 5, 2024

NFP Surprises, META Blows the Roof Off the Place, US Strikes back in the RED Sea – Try the Spaghetti Carbonara

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Morning Thoughts
February 2, 2024

AMZN & META Blow the Place Apart! China Hurts AAPL – Try the Porcini Rubbed Rib-Eye Tagliata Style

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Morning Thoughts
February 1, 2024

OK – Stop the Whining, Put on Your Big Boy Pants – Try the Bucatini with Red/Orange Bell Pepper Sauce

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Media
February 1, 2024

Markets still think the Fed is not telling the truth: Kenny Polcari

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Media

AI continues to be Wall Street’s ‘story of the year’: Kenny Polcari

June 28, 2023
Morning Thoughts

What Happened?? Investors did What? – Try the Summer Peach and Tomato Salad

June 28, 2023
Morning Thoughts

Markets Surprisingly Quiet! But $ Continues to be Reallocated. – Try the Summer Orzo Salad

June 27, 2023
Morning Thoughts

End of Qtr and Another Crisis in Russia – What’s Next? Try the Spaghetti w/Bell Peppers & Pancetta

June 26, 2023
Media

Oil markets moving on aborted Russian mutiny a knee-jerk reaction: Kenny Polcari

June 26, 2023
Media

Big Tech stocks are ‘stretched,’ likely to continue to go down: Kenny Polcari

June 23, 2023
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
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Media

AI continues to be Wall Street’s ‘story of the year’: Kenny Polcari

June 28, 2023
Morning Thoughts

What Happened?? Investors did What? – Try the Summer Peach and Tomato Salad

June 28, 2023
Morning Thoughts

Markets Surprisingly Quiet! But $ Continues to be Reallocated. – Try the Summer Orzo Salad

June 27, 2023
Morning Thoughts

End of Qtr and Another Crisis in Russia – What’s Next? Try the Spaghetti w/Bell Peppers & Pancetta

June 26, 2023
Media

Oil markets moving on aborted Russian mutiny a knee-jerk reaction: Kenny Polcari

June 26, 2023
Media

Big Tech stocks are ‘stretched,’ likely to continue to go down: Kenny Polcari

June 23, 2023
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

Our Views & Insights