Our Views & Insights 

Morning Thoughts
August 16, 2024

Retail Surge Fuels Mkt Rallies as WMT Dominates, But Will Housing Data Cool the Hype? Try the Pork Cutlet Milanese…

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Morning Thoughts
August 15, 2024

CPI Report Aligns with Expectations, Fed Likely to Cut 25 Bps in September Amid Slowing Inflation and Cooling Job …

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Morning Thoughts
August 14, 2024

Mkts Surge as Cooler PPI Sparks Rate Cut Speculation: Investors Eye Potential 105 bps Reduction by Year-End/Try th…

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Morning Thoughts
August 13, 2024

Stocks Stumble/Bonds Rally Ahead of Inflation Data; Investors Brace for Volatility Amid Geo-Political Tensions and…

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Morning Thoughts
August 12, 2024

Stocks Recover Amid Volatile Week, Consumers Push Back on Rising Costs; Eyes on Upcoming Inflation Data/Try the Sp…

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Morning Thoughts
August 9, 2024

A Week of Whiplash: Stocks Drop then Rally, FED Stands Pat, Jobless Claims Drop – Try a Martini!

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Morning Thoughts
August 8, 2024

Volatility Continues Amid Confusion: Stocks Struggle, Treasury Auction Weak, and Recession Fears Grow – Try the Muss…

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Morning Thoughts
August 7, 2024

Chaos Eases, Stocks Rebound Amid Global Turmoil, BoJ Say’s ‘Sorry’ – Try the Espresso Rubbed Rib-Eye.

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Morning Thoughts
August 6, 2024

Global Stock Rout: 7 Reasons Behind the Market’s Wild Swings and What’s Next – Try the Cavatappi with Pea Pesto.

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Morning Thoughts

JJ has a Wing Woman and a Wing Man Today, Stocks wait…- Try the Thighs Bathed in Herbs and White Wine

November 9, 2023
Morning Thoughts

Hello? Reality Check Aisle 2! Big Week for Treasuries – Try the Shells w/Sweet Sausage/Pancetta and Cannelloni Beans

November 7, 2023
Media

China’s economic data should not change the US investment thesis: Kenny Polcari

November 7, 2023
Morning Thoughts

Rate CUTS now Expected in June 2024? Stocks & Bonds Surge – Try the Sicilian T-Bone

November 6, 2023
Media

The Larry Ludlow Show 11-04-23

November 4, 2023
Media

October’s job report is very ‘bullish’: Kenny Polcari

November 3, 2023
Morning Thoughts

MKT’s Are Convinced that the FED is DONE, Bonds Rally, Yields Fall, Stocks Rally – Try the Apple Cinnamon Pork Chop

November 3, 2023
Media

Santa Claus is coming, but market won’t rally for rest of year: Kenny Polcari

November 2, 2023
Morning Thoughts

Can you say BOOM-ER-RANG? Buy Algo’s have a Field Day! – Try the Eggplant Caponata

October 31, 2023
Morning Thoughts

S&P Officially Enters the ‘Correction zone’, Israel slows the Gaza Invasion – Try the Simple Spaghetti & Meatballs

October 30, 2023
Media

Treasury yields will continue to be a ‘headwind’ for stocks: Kenny Polcari

October 27, 2023
Morning Thoughts

It’s Been a Brutal Week, FED in Lockdown, PCE Due today – Try the Chicken Saltimbocca.

October 27, 2023
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Morning Thoughts

JJ has a Wing Woman and a Wing Man Today, Stocks wait…- Try the Thighs Bathed in Herbs and White Wine

November 9, 2023
Morning Thoughts

Hello? Reality Check Aisle 2! Big Week for Treasuries – Try the Shells w/Sweet Sausage/Pancetta and Cannelloni Beans

November 7, 2023
Media

China’s economic data should not change the US investment thesis: Kenny Polcari

November 7, 2023
Morning Thoughts

Rate CUTS now Expected in June 2024? Stocks & Bonds Surge – Try the Sicilian T-Bone

November 6, 2023
Media

The Larry Ludlow Show 11-04-23

November 4, 2023
Media

October’s job report is very ‘bullish’: Kenny Polcari

November 3, 2023
Morning Thoughts

MKT’s Are Convinced that the FED is DONE, Bonds Rally, Yields Fall, Stocks Rally – Try the Apple Cinnamon Pork Chop

November 3, 2023
Media

Santa Claus is coming, but market won’t rally for rest of year: Kenny Polcari

November 2, 2023
Morning Thoughts

Can you say BOOM-ER-RANG? Buy Algo’s have a Field Day! – Try the Eggplant Caponata

October 31, 2023
Morning Thoughts

S&P Officially Enters the ‘Correction zone’, Israel slows the Gaza Invasion – Try the Simple Spaghetti & Meatballs

October 30, 2023
Media

Treasury yields will continue to be a ‘headwind’ for stocks: Kenny Polcari

October 27, 2023
Morning Thoughts

It’s Been a Brutal Week, FED in Lockdown, PCE Due today – Try the Chicken Saltimbocca.

October 27, 2023

Our Views & Insights