Our Views & Insights 

Morning Thoughts
October 23, 2023

Stocks are Weaker this Morning, 10 yr Above 5% Again. Try the Fusilli w/Crema di Zucca.

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Media
October 20, 2023

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

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Morning Thoughts
October 20, 2023

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

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Morning Thoughts
October 19, 2023

10 yr Kisses 5%, Stocks get Whacked! Arab States call for Oil Embargo on Israel -Try the Dark & Stormy.

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Morning Thoughts
October 18, 2023

Macro Data suggest both strength and weakness, Mid-East Conflict Intensifies, Oil Surges – Try the Tuscan Soup.

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Morning Thoughts
October 17, 2023

Mama’s & Papa’s – Monday, Monday! Stocks Surge & Yields Rise? – Try the Capellini w/Roasted Tomato Sauce.

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Morning Thoughts
October 16, 2023

Remember the Loan Loss Reserve Acct! More Banks Report this Week – Try the Bucatini w/Butternut Squash.

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Media
October 13, 2023

GOP will pay a ‘very high price’ if they make a deal with Democrats: Kenny Polcari

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Morning Thoughts
October 13, 2023

CPI? LoL – What did Expect? GOP Puts the House in Disarray, the War Heats UP – Try the French Roasted Chicken.

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Media

Investors must be prepared for this: Kenny Polcari

February 13, 2023
Morning Thoughts

Get Ready for Jan CPI and PPI – Try the Rigatoni w/Arugula and Beans

February 13, 2023
Morning Thoughts

Are Investors Beginning to Listen to JJ? / Try the Bucatini with Orange Pepper Sauce

February 10, 2023
Media

Kenny Polcari: Betting against Google is a wrong decision to make

February 9, 2023
Morning Thoughts

BARD FAILS, Algo’s go Beserk, DIS to CUT 7k Jobs – Try the Drunken Spaghetti

February 9, 2023
Morning Thoughts

JJ Repeats the Narrative and Joey Launches his ’24 Campaign – Try the Champagne Chicken

February 8, 2023
Media

Microsoft’s merger plan with Activision Blizzard ‘in doubt’: Kenny Polcari

February 8, 2023
Morning Thoughts

JJ at 12 pm & Joey at 9 pm (Neely Snuck in at 6:45 am)/Try the Dover Sole

February 7, 2023
Morning Thoughts

Can the FED Navigate a Soft Landing? – Try the Shrimp Scampi

February 6, 2023
Morning Thoughts

OH Boy – the 3 Big A’s Miss and Warn/Try the Pork Cutlets

February 3, 2023
Morning Thoughts

JJ Said ‘X’ and the Algo’s Heard ‘Y’, Stocks Surge! Try the Potato Leek Soup

February 2, 2023
Media

Kenny Polcari: Expectation of earnings recession has been priced in

February 2, 2023
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Media

Investors must be prepared for this: Kenny Polcari

February 13, 2023
Morning Thoughts

Get Ready for Jan CPI and PPI – Try the Rigatoni w/Arugula and Beans

February 13, 2023
Morning Thoughts

Are Investors Beginning to Listen to JJ? / Try the Bucatini with Orange Pepper Sauce

February 10, 2023
Media

Kenny Polcari: Betting against Google is a wrong decision to make

February 9, 2023
Morning Thoughts

BARD FAILS, Algo’s go Beserk, DIS to CUT 7k Jobs – Try the Drunken Spaghetti

February 9, 2023
Morning Thoughts

JJ Repeats the Narrative and Joey Launches his ’24 Campaign – Try the Champagne Chicken

February 8, 2023
Media

Microsoft’s merger plan with Activision Blizzard ‘in doubt’: Kenny Polcari

February 8, 2023
Morning Thoughts

JJ at 12 pm & Joey at 9 pm (Neely Snuck in at 6:45 am)/Try the Dover Sole

February 7, 2023
Morning Thoughts

Can the FED Navigate a Soft Landing? – Try the Shrimp Scampi

February 6, 2023
Morning Thoughts

OH Boy – the 3 Big A’s Miss and Warn/Try the Pork Cutlets

February 3, 2023
Morning Thoughts

JJ Said ‘X’ and the Algo’s Heard ‘Y’, Stocks Surge! Try the Potato Leek Soup

February 2, 2023
Media

Kenny Polcari: Expectation of earnings recession has been priced in

February 2, 2023

Our Views & Insights