Our Views & Insights 

Media
January 24, 2024

There is ‘no reason’ for investors not to own Nvidia, Microsoft stock: Kenny Polcari

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Morning Thoughts
January 22, 2024

S&P Pierces the Old High, Tech Takes the Lead (again), Ronny Out! – Try the Short Rib/Meatball Sunday Sauce

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Media
January 22, 2024

Big Tech still rules profit growth, should have ‘a place in your portfolio’: Kenny Polcari

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Morning Thoughts
January 19, 2024

Tech to the RESCUE! Apple gets an UPGRADE! – Try the Chicken Soup

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Media
January 19, 2024

AI is behind the Big Tech rally: Kenny Polcari

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Morning Thoughts
January 18, 2024

Finally – it appears Someone is Paying Attn! Time to move on and re-focus – Try the Pan Seared Garlic Butter Rib-eye

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Morning Thoughts
January 17, 2024

Waller Confronts the 6 Cut Narrative, Stocks Fall, Bond Yields Rise – Try the Zucchini Lasagna

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Morning Thoughts
January 16, 2024

Taiwan Elects Lai, Iowa Selects Donny, VIX up, Stocks Down – Try the Pan Seared Thighs in Onion/Mushroom/Spinach Orz…

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Media
January 15, 2024

The fundamental economy is pretty strong: Dryden Pence

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Morning Thoughts

No Deal, Congress Leaves for Vacay, NVDA Blows Thru Every Estimate – Try the Simple Steamed Lobster

May 25, 2023
Morning Thoughts

Does She or Doesn’t She? (Any Baby Boomer understands), Stocks Decline – Try the Pan Roasted Sea Bass

May 24, 2023
Morning Thoughts

Debt Talks Stall, Mkts remain on Edge, Yellen calling for DISASTER – Try the Chicken Capricciosa

May 22, 2023
Morning Thoughts

Are the Dems trying to pull a ‘Hail Mary’? Stocks Advance, More FED Confusion – Try the Swordfish

May 19, 2023
Morning Thoughts

It Ain’t over til the Fat Lady Sings! Try the Rib-Eye Pizzaiola

May 18, 2023
Morning Thoughts

Are They Blowing Smoke Up Your Arse? A Weekend Deal? – Try the Spaghetti Carbonara

May 17, 2023
Morning Thoughts

The Debt Drama Continues all while the FED Discusses HPP (Hike, Pause or Pivot) – Try the Linguine w/Pesto and Shrimp

May 16, 2023
Morning Thoughts

Debt Deal Imminent? (It will be an 11th hr deal), Turkey in Turmoil -Try the Lollipop Lambchops

May 15, 2023
Morning Thoughts

Yellen ‘Cuddles’ with the Glitterati! :) – Try the Linguine Puttanesca

May 12, 2023
Morning Thoughts

CPI – Neutral, PPI ? We are about to Find Out, More Debt Noise out of DC – Try the Chicken w/Pancetta

May 11, 2023
Morning Thoughts

Investors Wait….Lack of Clarity accentuates the Path of Least Resistance – Try the Stuffed Pork Roast

May 10, 2023
Morning Thoughts

Mkts Await Data, Debt Discussions Take Center Stage – Try the Chicken Scarapiello

May 9, 2023
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Morning Thoughts

No Deal, Congress Leaves for Vacay, NVDA Blows Thru Every Estimate – Try the Simple Steamed Lobster

May 25, 2023
Morning Thoughts

Does She or Doesn’t She? (Any Baby Boomer understands), Stocks Decline – Try the Pan Roasted Sea Bass

May 24, 2023
Morning Thoughts

Debt Talks Stall, Mkts remain on Edge, Yellen calling for DISASTER – Try the Chicken Capricciosa

May 22, 2023
Morning Thoughts

Are the Dems trying to pull a ‘Hail Mary’? Stocks Advance, More FED Confusion – Try the Swordfish

May 19, 2023
Morning Thoughts

It Ain’t over til the Fat Lady Sings! Try the Rib-Eye Pizzaiola

May 18, 2023
Morning Thoughts

Are They Blowing Smoke Up Your Arse? A Weekend Deal? – Try the Spaghetti Carbonara

May 17, 2023
Morning Thoughts

The Debt Drama Continues all while the FED Discusses HPP (Hike, Pause or Pivot) – Try the Linguine w/Pesto and Shrimp

May 16, 2023
Morning Thoughts

Debt Deal Imminent? (It will be an 11th hr deal), Turkey in Turmoil -Try the Lollipop Lambchops

May 15, 2023
Morning Thoughts

Yellen ‘Cuddles’ with the Glitterati! :) – Try the Linguine Puttanesca

May 12, 2023
Morning Thoughts

CPI – Neutral, PPI ? We are about to Find Out, More Debt Noise out of DC – Try the Chicken w/Pancetta

May 11, 2023
Morning Thoughts

Investors Wait….Lack of Clarity accentuates the Path of Least Resistance – Try the Stuffed Pork Roast

May 10, 2023
Morning Thoughts

Mkts Await Data, Debt Discussions Take Center Stage – Try the Chicken Scarapiello

May 9, 2023

Our Views & Insights