Our Views & Insights 

Morning Thoughts
September 25, 2023

Investors Remain Skittish – How High Will Yields Go? Chaos on Capitol Hill/Try the Thin Spaghetti w/Ricotta & Spinach

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Media
September 22, 2023

UAW strike, looming government shutdown is keeping market ‘under pressure’: Kenny Polcari

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Morning Thoughts
September 22, 2023

Risk Off is Alive and Well, 10 Yr Yields Kiss 4.49%/Try the Scampi

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Media
September 21, 2023

Cisco buys cybersecurity company Splunk for $28 billion

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Morning Thoughts
September 21, 2023

The FED Pauses (Yawn), but Remains Hawkish, Risk Off, Yields UP- Try the Greek Filet of Sole.

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Media
September 20, 2023

Fed caused inflation crisis, they’ve ‘lucked out’ so far

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Morning Thoughts
September 20, 2023

Get Ready for 2 pm…..It Hinges on What JJ Says vs. What he Does – Try the Eggplant Caponata.

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Morning Thoughts
September 19, 2023

Stocks Churn, Oil Surges, UAW Still Out and CART goes Public – Try the Escarole and Beans.

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Media
September 15, 2023

Arm is ‘overhyped’; stock moves are exaggerated: Kenny Polcari

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Morning Thoughts

Have Stocks Run Too Far, Too Fast? – Try the Sea Bass w/Bacon & Leeks

January 24, 2023
Morning Thoughts

Stocks Surged, FED in Blackout Mode, Oil UP – Try the Giambotta

January 23, 2023
Media

The markets must stop ‘whining’ and take whatever they can get: Kenny Polcari

January 21, 2023
Morning Thoughts

Even Lael is a Hawk! GOOG slashes 12k workers – Try the Mac and Cheese

January 20, 2023
Media

Kenny Polcari: People should have more cash on hand due to volatility

January 19, 2023
Morning Thoughts

Goldman MISSES (BIG), Investors Not Happy/Try the Simple Pot Roast

January 18, 2023
Morning Thoughts

Earnings Do Not Disappoint (yet); More this week – Try the Lemon Roasted Feta Chicken Thighs

January 17, 2023
Morning Thoughts

CPI was NOT what it Appeared, Banks Kick it Off – Try the Pesce Spada alla Siciliana

January 13, 2023
Media

What does the December PPI mean for markets?

January 13, 2023
Media

Fed might be softening, but inflation likely to rise again: Kenny Polcari

January 13, 2023
Morning Thoughts

Tic Tok, Tic Tok – Boom! – Try the Italian Style Sweet and Sour Chicken

January 12, 2023
Media

Kenny Polcari: Federal Reserve won’t blink or pause until May

January 12, 2023
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Morning Thoughts

Have Stocks Run Too Far, Too Fast? – Try the Sea Bass w/Bacon & Leeks

January 24, 2023
Morning Thoughts

Stocks Surged, FED in Blackout Mode, Oil UP – Try the Giambotta

January 23, 2023
Media

The markets must stop ‘whining’ and take whatever they can get: Kenny Polcari

January 21, 2023
Morning Thoughts

Even Lael is a Hawk! GOOG slashes 12k workers – Try the Mac and Cheese

January 20, 2023
Media

Kenny Polcari: People should have more cash on hand due to volatility

January 19, 2023
Morning Thoughts

Goldman MISSES (BIG), Investors Not Happy/Try the Simple Pot Roast

January 18, 2023
Morning Thoughts

Earnings Do Not Disappoint (yet); More this week – Try the Lemon Roasted Feta Chicken Thighs

January 17, 2023
Morning Thoughts

CPI was NOT what it Appeared, Banks Kick it Off – Try the Pesce Spada alla Siciliana

January 13, 2023
Media

What does the December PPI mean for markets?

January 13, 2023
Media

Fed might be softening, but inflation likely to rise again: Kenny Polcari

January 13, 2023
Morning Thoughts

Tic Tok, Tic Tok – Boom! – Try the Italian Style Sweet and Sour Chicken

January 12, 2023
Media

Kenny Polcari: Federal Reserve won’t blink or pause until May

January 12, 2023

Our Views & Insights