Our Views & Insights 

Morning Thoughts
December 15, 2023

It’s a MELT UP Going Into Year End! Try Grandma Emma’s Ragu

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Morning Thoughts
December 14, 2023

So, Higher for Longer is NO longer the Narrative? OK – strap in…Yields Plunge, Stocks and Bonds Surge! Try the A…

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Media
December 13, 2023

Bond market is doing the work for the Federal Reserve: Kenny Polcari

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Morning Thoughts
December 12, 2023

Stocks Up, VIX down, Is OIL making a Presidential Prediction? Feast of the 7 Fishes – #7 Mussels Posillipo

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Morning Thoughts
December 11, 2023

NFP Stronger or Not? Big Bond Auction Week and Sales Everywhere/ – Feast of the 7 Fishes #6 Stuffed Calamari

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Morning Thoughts
December 8, 2023

Get Ready To Give it All UP – The Computer can Walk, Talk & Argue! Feast of the 7 Fishes #5 Bay Scallops in Black …

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Morning Thoughts
December 7, 2023

Call the Stock Police! Market Under ‘Pressure’ for 3 Days Now! Feast of the 7 Fishes – #4 Baked/Broiled Salmon

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Morning Thoughts
December 6, 2023

And Treasuries Con’t to Rally! Anything Crypto is Alive and Well/Feast of the 7 Fishes #3 Feta Shrimp

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Morning Thoughts
December 4, 2023

Powell Says ‘Don’t bet the Ranch’ so Trader’s ‘Bet the Ranch’/ – Feast of the 7 Fishes #2 – Filet of Sole

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Morning Thoughts

And we wait…..tick, tock, tick, tock…Try the Italian Style Sweet and Sour Chicken

April 12, 2023
Morning Thoughts

Stocks Advance as Investors Brace for the Latest Inflation Data/Try the Shrimp Scampi

April 11, 2023
Morning Thoughts

Anyone say STAGFLATION? Throwback to the last Century! – Try the Lasagna

April 6, 2023
Morning Thoughts

It’s called Profit Taking Ahead of a long weekend – Try the Grilled Rib-Eye Arrabiata

April 5, 2023
Morning Thoughts

OPEC+ Decision Stuns Joey – What Happened? MGS Throws Cold Water on TECH – Try the Rigatoni

April 4, 2023
Morning Thoughts

Weekend SURPRISE – OPEC+ CUTS Production – Hello? Try the Butterflied Leg of Lamb

April 3, 2023
Morning Thoughts

Countdown to PCE, Big Wigs Call for Regulation around AI – Try the Bucatini in a Roasted Red Pepper Sauce

March 31, 2023
Morning Thoughts

Consumers are Confident….Try the Veal Rollatini

March 29, 2023
Morning Thoughts

Energy and Banks Surge…Tech gets Punched in the Face – Try the Grilled Pork Chops

March 28, 2023
Morning Thoughts

First Citizens Bank Scoops UP SVB for a BIG discount – FRC quoted UP 25% – Try the Spaghetti Al’ Tonno

March 27, 2023
Media

Investors can find ‘safety’ in these Big Tech stalwarts: Kenny Polcari

March 27, 2023
Media

Market nerves around bank-run contagion fears ‘provides opportunity’: Kenny Polcari

March 24, 2023
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Morning Thoughts

And we wait…..tick, tock, tick, tock…Try the Italian Style Sweet and Sour Chicken

April 12, 2023
Morning Thoughts

Stocks Advance as Investors Brace for the Latest Inflation Data/Try the Shrimp Scampi

April 11, 2023
Morning Thoughts

Anyone say STAGFLATION? Throwback to the last Century! – Try the Lasagna

April 6, 2023
Morning Thoughts

It’s called Profit Taking Ahead of a long weekend – Try the Grilled Rib-Eye Arrabiata

April 5, 2023
Morning Thoughts

OPEC+ Decision Stuns Joey – What Happened? MGS Throws Cold Water on TECH – Try the Rigatoni

April 4, 2023
Morning Thoughts

Weekend SURPRISE – OPEC+ CUTS Production – Hello? Try the Butterflied Leg of Lamb

April 3, 2023
Morning Thoughts

Countdown to PCE, Big Wigs Call for Regulation around AI – Try the Bucatini in a Roasted Red Pepper Sauce

March 31, 2023
Morning Thoughts

Consumers are Confident….Try the Veal Rollatini

March 29, 2023
Morning Thoughts

Energy and Banks Surge…Tech gets Punched in the Face – Try the Grilled Pork Chops

March 28, 2023
Morning Thoughts

First Citizens Bank Scoops UP SVB for a BIG discount – FRC quoted UP 25% – Try the Spaghetti Al’ Tonno

March 27, 2023
Media

Investors can find ‘safety’ in these Big Tech stalwarts: Kenny Polcari

March 27, 2023
Media

Market nerves around bank-run contagion fears ‘provides opportunity’: Kenny Polcari

March 24, 2023

Our Views & Insights