Our Views & Insights 

Morning Thoughts
August 23, 2024

Stocks Pull Back as Investors Brace for JJ’s Pivotal Speech: Slow and Steady Wins the Race Amid Economic Uncertain…

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Morning Thoughts
August 22, 2024

Payroll Revision Reveals Labor Mkt Cooling: Fed Faces Pressure for Bigger Rate Cuts as Markets Rally/Try the ‘BALO…

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Morning Thoughts
August 21, 2024

Markets Churn Amid Speculation on Fed’s Next Move – Investors Cautiously Await Jackson Hole Insights/Try the Class…

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Morning Thoughts
August 20, 2024

Momo Traders Drive Stocks UP, Fed Watch Intensifies, Plus Uncle Warren’s AAPL Regret and NVDA’s Meteoric Rise/Try …

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Morning Thoughts
August 19, 2024

Market Resilience, Jackson Hole Anticipation: A Week of Surprises and Strategy – Try the Pasta Carbonara

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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

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
Morning Thoughts

Stocks are Weaker this Morning, 10 yr Above 5% Again. Try the Fusilli w/Crema di Zucca.

October 23, 2023
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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
Morning Thoughts

Stocks are Weaker this Morning, 10 yr Above 5% Again. Try the Fusilli w/Crema di Zucca.

October 23, 2023

Our Views & Insights