Our Views & Insights

Morning Thoughts

December 7, 2023

Call the Stock Police! Market Under ‘Pressure’ for 3 Days Now! Feast of the 7 Fishes – #4 Baked/Broiled Salmon

Morning Thoughts

December 6, 2023

And Treasuries Con’t to Rally! Anything Crypto is Alive and Well/Feast of the 7 Fishes #3 Feta Shrimp

Morning Thoughts

December 4, 2023

Powell Says ‘Don’t bet the Ranch’ so Trader’s ‘Bet the Ranch’/ – Feast of the 7 Fishes #2 – Filet of Sole

Morning Thoughts

December 1, 2023

It Was a November to Remember! It’s Christmas – time for the Feast of the 7 Fishes -Try the Lobster Sauce

Morning Thoughts

November 30, 2023

Now the ECB is about to Cut rates? Not so fast…CRM & SNOW Crush it – Try the Pasta alla Genovese

Morning Thoughts

November 28, 2023

Breathe! Stocks Churn. CyberMonday is Plus $12 billion! – Try Nana’s Cheesecake

Morning Thoughts

November 27, 2023

Complacency, The VIX is trading at levels not seen since 2020, Be Careful -Try the Limoncello

Media

November 24, 2023

Stocks advancing, but long-term investors shouldn’t ‘change their plan’: Kenny Polcari

Morning Thoughts

November 20, 2023

Too Far Too Fast? Stocks, Bonds UP, Dollar Down, Oil Set to Recover?/Try the Stracciatella Soup

Morning Thoughts

Banks Getting WHACKED Again! Markets Fall – Try the Pork Chop Benevento Style

March 15, 2023

Morning Thoughts

Regionals Get Crushed Yesterday, Bargain Hunters Scooping them up Today – Try the Sweet Corn Creme Brule

March 14, 2023

Morning Thoughts

This is NOT a Bailout – We Allowed the Bank to FAIL. – Try the Paella de Mariscos

March 13, 2023

Morning Thoughts

Is it All About to Break? Is SIVB Just the Beginning? – Try the Chicken Fricassee

March 10, 2023

Media

Silicon Valley Bank crash sparks big bank contagion fears

March 10, 2023

Morning Thoughts

Remember Her Name – CPI is about to be RE-DEFINED. Try the Spaghetti Fini with Leeks and Pancetta

March 9, 2023

Morning Thoughts

JJ Stuns the Senate Or is that Because They Just Aren’t Listening? – Try the Chicken Cacciatore

March 8, 2023

Morning Thoughts

Headlines from the Hill! & China Takes a Shot at the US – Try the Stuffed Chicken Breasts

March 7, 2023

Morning Thoughts

It’s a BIG week for NEWS, JJ to go to the Hill! – Try the Steak Pizzaiola

March 6, 2023

Morning Thoughts

FED Heads Talking out of both ENDS ignite a rally – Try the Arctic Char

March 3, 2023

Media

American capitalism is the ‘greatest generator of wealth’: Kenny Polcari

March 2, 2023

Morning Thoughts

Kiss February Good-Bye? or Good BUY? – Try the Rigatoni

March 1, 2023

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Morning Thoughts

Banks Getting WHACKED Again! Markets Fall – Try the Pork Chop Benevento Style

March 15, 2023

Morning Thoughts

Regionals Get Crushed Yesterday, Bargain Hunters Scooping them up Today – Try the Sweet Corn Creme Brule

March 14, 2023

Morning Thoughts

This is NOT a Bailout – We Allowed the Bank to FAIL. – Try the Paella de Mariscos

March 13, 2023

Morning Thoughts

Is it All About to Break? Is SIVB Just the Beginning? – Try the Chicken Fricassee

March 10, 2023

Media

Silicon Valley Bank crash sparks big bank contagion fears

March 10, 2023

Morning Thoughts

Remember Her Name – CPI is about to be RE-DEFINED. Try the Spaghetti Fini with Leeks and Pancetta

March 9, 2023

Morning Thoughts

JJ Stuns the Senate Or is that Because They Just Aren’t Listening? – Try the Chicken Cacciatore

March 8, 2023

Morning Thoughts

Headlines from the Hill! & China Takes a Shot at the US – Try the Stuffed Chicken Breasts

March 7, 2023

Morning Thoughts

It’s a BIG week for NEWS, JJ to go to the Hill! – Try the Steak Pizzaiola

March 6, 2023

Morning Thoughts

FED Heads Talking out of both ENDS ignite a rally – Try the Arctic Char

March 3, 2023

Media

American capitalism is the ‘greatest generator of wealth’: Kenny Polcari

March 2, 2023

Morning Thoughts

Kiss February Good-Bye? or Good BUY? – Try the Rigatoni

March 1, 2023