Our Views & Insights 

Morning Thoughts
February 26, 2024

S&P Pierces 5100! NVDA and AI Continue to Power us Forward/Try the Creamy Chicken Piccata

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Media
February 26, 2024

Investors should be prepared for a reallocation of assets: Kenny Polcari

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Morning Thoughts
February 21, 2024

NVDA’s Influence on Wall St/ Try the Linguine w/Spinach, Ricotta Pesto

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Morning Thoughts
February 16, 2024

Rate Cuts Remain the Driver, S&P about to TEST the HIGHS Again – Try the Alaskan Black Cod

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Media
February 16, 2024

Fed likely won’t cut rates at all in 2024: Kenny Polcari

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Morning Thoughts
February 15, 2024

Wait? That’s it? Stocks Rallied, Austan hints that the Rate Cut Narrative is ALIVE – Try the Halibut

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Morning Thoughts
February 14, 2024

Think Buster Poindexter – Hot, Hot, Hot! Algo’s all run for the DOOR! Stocks Get Slapped! Try the Chicken Cutlet M…

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Media
February 14, 2024

Trump-era tax cuts will expire if Biden wins election: Kenny Polcari

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Morning Thoughts
February 13, 2024

“Sell Mortimer SELL!” or is that a bit Dramatic? CPI out at 8:30 – Try the Pasta Vesuvio (think Volcano)

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Morning Thoughts

JJ Takes on Capitol Hill; Investors Await – Try the Puttanesca

June 21, 2023
Morning Thoughts

Has The Pullback Begun? End of Qtr Window Dressing, JJ on the Hill – Try the Greek Style Shrimp

June 20, 2023
Media

Investors ‘have to have exposure to AI’: Kenny Polcari

June 16, 2023
Morning Thoughts

Mamma Mia! Do Trees Just Grow to the Sky? Stocks Advance -Try the Sicilian Linguine and Clams

June 16, 2023
Media

Nervous investors should look at contra trades: Kenny Polcari

June 15, 2023
Morning Thoughts

Fed SKIPS but Remains HAWKISH – Try the Pork Cutlet Milanese

June 15, 2023
Morning Thoughts

CPI was Dressed to Impress, will PPI do the Same? Can JJ Sound Neutral? – Try the Chicken in a Lemon/Walnut sauce

June 14, 2023
Media

Fed doesn’t have the guts to hike rates two more times in 2023: Kenny Polcari

June 14, 2023
Morning Thoughts

It’s FOMO vs. FOBI! – Try the Roasted Sea Bass

June 13, 2023
Media

Carol Roth on the markets: ‘It’s very breakfast clubbish out there’

June 12, 2023
Morning Thoughts

It’s TIME! Hike or Skip? The Bets are on…Try the Chicken Scallopini

June 12, 2023
Media

Trump’s indictment could cause ‘short-term chaos’ in the markets: Kenny Polcari

June 9, 2023
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Morning Thoughts

JJ Takes on Capitol Hill; Investors Await – Try the Puttanesca

June 21, 2023
Morning Thoughts

Has The Pullback Begun? End of Qtr Window Dressing, JJ on the Hill – Try the Greek Style Shrimp

June 20, 2023
Media

Investors ‘have to have exposure to AI’: Kenny Polcari

June 16, 2023
Morning Thoughts

Mamma Mia! Do Trees Just Grow to the Sky? Stocks Advance -Try the Sicilian Linguine and Clams

June 16, 2023
Media

Nervous investors should look at contra trades: Kenny Polcari

June 15, 2023
Morning Thoughts

Fed SKIPS but Remains HAWKISH – Try the Pork Cutlet Milanese

June 15, 2023
Morning Thoughts

CPI was Dressed to Impress, will PPI do the Same? Can JJ Sound Neutral? – Try the Chicken in a Lemon/Walnut sauce

June 14, 2023
Media

Fed doesn’t have the guts to hike rates two more times in 2023: Kenny Polcari

June 14, 2023
Morning Thoughts

It’s FOMO vs. FOBI! – Try the Roasted Sea Bass

June 13, 2023
Media

Carol Roth on the markets: ‘It’s very breakfast clubbish out there’

June 12, 2023
Morning Thoughts

It’s TIME! Hike or Skip? The Bets are on…Try the Chicken Scallopini

June 12, 2023
Media

Trump’s indictment could cause ‘short-term chaos’ in the markets: Kenny Polcari

June 9, 2023

Our Views & Insights