Our Views & Insights

Morning Thoughts

September 11, 2024

Reflections on 9/11, Stocks Stall as we wait for CPI, Kammy takes the Win – Try the Apple Cinnamon Pork Chops

Media

September 10, 2024

Trump will be ‘very positive’ on moving forward with crypto, ‘much more’ than Harris: Kenny Polcari

Morning Thoughts

September 10, 2024

Stocks Surge, Bargain Buyers Drive Market Rally as Stocks Rebound Amid Economic Uncertainty – Try the Cavatappi

Media

September 6, 2024

US economy is not heading for a ‘deep dark recession’: Kenny Polcari

Morning Thoughts

September 6, 2024

The Elephant in the Room – Market Tensions Rise as Traders Demand Bigger Rate Cuts – Try the Shrimp Scampi

Morning Thoughts

September 3, 2024

Stocks Surge as Markets Brace for Fed Rate Cuts Amid Economic Data Deluge – Try the Bucatini Felice

Morning Thoughts

August 30, 2024

End-of-Month Trading Sees Modest Gains as NVDA Dips, Economic Data Signals Strength – Try the Mac & Cheese

Morning Thoughts

August 29, 2024

NVIDIA’s Stellar Earnings Undermined by Subtle Guidance Shift; Algo’s Hit the Sell Button but Reconsider Overnight…

Morning Thoughts

August 28, 2024

Anticipation Builds as NVDA Earnings Loom: A Potential $316 Billion Market Cap Swing Awaits—Investors Brace for AI…

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

Media

Fed hasn’t cratered the economy yet, but the ‘break’ is coming: Kenny Polcari

October 20, 2023

Morning Thoughts

We get it from Both JJ & Jo Jo; Stocks lower, Futures lower, Fed to Pause, while the Pres Requests More $ – try the Vermont Maple Syrup/Bourbon Marinade

October 20, 2023

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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

Media

Fed hasn’t cratered the economy yet, but the ‘break’ is coming: Kenny Polcari

October 20, 2023

Morning Thoughts

We get it from Both JJ & Jo Jo; Stocks lower, Futures lower, Fed to Pause, while the Pres Requests More $ – try the Vermont Maple Syrup/Bourbon Marinade

October 20, 2023