Our Views & Insights 

Morning Thoughts
September 15, 2023

PPI Hot, FED says ‘it’s transitory’, ARM is hot and the UAW walkout/Try the Ropa Vieja

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Media
September 14, 2023

UAW strike could be ‘devastating’ to the economy: Kenny Polcari

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Morning Thoughts
September 14, 2023

CPI? (Yawn!) FED Steady (Yawn), More Eco data likely to do Nothing to Psyche – Try the Tomato Salad Fritters.

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Morning Thoughts
September 13, 2023

Tech Continues to Struggle, Apple Introduces New iPhones, Oil Kisses $90 – Try Guiseppina’s Apple Cake.

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Morning Thoughts
September 12, 2023

Is the FED sending ‘Smoke Signals’? AAPL on Center Stage, UAW Ready to Strike? – Try the Spinach/Edamame Pesto

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Media
September 11, 2023

Will the Tech Rally Continue or Is It Still A Risk-Off Market?

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Morning Thoughts
September 11, 2023

Futures are UP, Key DATA this week – Try the Chicken, Sausage and Vinegar Peppers w/Artichokes

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Morning Thoughts
September 8, 2023

‘Made in China’ – ‘Destroyed in China’ AAPL loses $190 Bil of Value – Try the Bucatini w/Peas & Leeks

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Media
September 7, 2023

Trouble in paradise for AI with NVIDIA under pressure

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Morning Thoughts

T- 24 hours Until we get the December CPI – Try the Rigatoni with the Gorgonzola Dolce Cream Sauce

January 11, 2023
Media

Fed’s Jerome Powell won’t back off inflation narrative: Kenny Polcari

January 11, 2023
Morning Thoughts

Daly and Bostic Reiterate Higher Rates – Try the Chicken Piccata

January 10, 2023
Morning Thoughts

NFP is both Stronger & Weaker! Algos kick in and Boom!  Up we go!/Try the Mushroom/Leek Frittata

January 9, 2023
Morning Thoughts

ADP Surprises and Stocks Get Whacked – Try the Grey Goose Martini

January 6, 2023
Media

Wall Street anticipating Fed will remain hawkish: Kenny Polcari

January 6, 2023
Morning Thoughts

Not the Way You Wanted to Start the Year! TSLA & AAPL Pre-warn/Try the Shcarola and Bean Soup!

January 4, 2023
Morning Thoughts

And it Starts All Over Again….Let the New Year Begin – Try the Pasta Faggioli

January 3, 2023
Morning Thoughts

NYE is here….Good Bye 2022…Hello 2023! – Try the Ricotta Coffee Cream

December 30, 2022
Morning Thoughts

The Headlines are miserable….Tax loss harvesting is the game – Try the Coquito

December 29, 2022
Morning Thoughts

Remember – Moves will be exaggerated!  Don’t stress – Try the Cheesecake

December 23, 2022
Morning Thoughts

MU disappoints – but is that really NEW news? – Try the Shrimp Scampi

December 22, 2022
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Morning Thoughts

T- 24 hours Until we get the December CPI – Try the Rigatoni with the Gorgonzola Dolce Cream Sauce

January 11, 2023
Media

Fed’s Jerome Powell won’t back off inflation narrative: Kenny Polcari

January 11, 2023
Morning Thoughts

Daly and Bostic Reiterate Higher Rates – Try the Chicken Piccata

January 10, 2023
Morning Thoughts

NFP is both Stronger & Weaker! Algos kick in and Boom!  Up we go!/Try the Mushroom/Leek Frittata

January 9, 2023
Morning Thoughts

ADP Surprises and Stocks Get Whacked – Try the Grey Goose Martini

January 6, 2023
Media

Wall Street anticipating Fed will remain hawkish: Kenny Polcari

January 6, 2023
Morning Thoughts

Not the Way You Wanted to Start the Year! TSLA & AAPL Pre-warn/Try the Shcarola and Bean Soup!

January 4, 2023
Morning Thoughts

And it Starts All Over Again….Let the New Year Begin – Try the Pasta Faggioli

January 3, 2023
Morning Thoughts

NYE is here….Good Bye 2022…Hello 2023! – Try the Ricotta Coffee Cream

December 30, 2022
Morning Thoughts

The Headlines are miserable….Tax loss harvesting is the game – Try the Coquito

December 29, 2022
Morning Thoughts

Remember – Moves will be exaggerated!  Don’t stress – Try the Cheesecake

December 23, 2022
Morning Thoughts

MU disappoints – but is that really NEW news? – Try the Shrimp Scampi

December 22, 2022

Our Views & Insights