Our Views & Insights 

Morning Thoughts
June 6, 2024

Market Update: S&P Hits New High, NVDA Stuns Investors, and Economic Data Suggests Mixed Signals/Try the Rigatoni …

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Media
June 5, 2024

Bringing New York Stock Exchange to Texas doesn’t ‘make sense on a number of levels’: Kenny Polcari

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Morning Thoughts
June 5, 2024

Headline: JOLTS Report Signals Economic Slowdown; Stocks Mixed, Bonds Rally – Plus, Try Chicken Rollatini!

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Morning Thoughts
June 4, 2024

2 PMI’s – 2 Conflicting Results, Value down, Growth up, Oil Down, Bonds Up/Try the Roasted Pork Loin w/Peaches and…

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Morning Thoughts
June 3, 2024

Volatility Strikes Mkts as Stocks Rebound Despite Economic Concerns & Rate Cut Speculation/Try the Fettucine w/Ove…

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Media
May 31, 2024

Markets shrugged off the Trump verdict: Kenny Polcari

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Morning Thoughts
May 30, 2024

Weak Bond Auctions and Rising Yields Send Stocks Tumbling as VIX Spikes 27%/Try the Greek Style Chicken

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Morning Thoughts
May 29, 2024

NVDA Drives Nasdaq Past 17,000 as Broader Market Falters Amid Bond Auction Concerns/Try the Fettucine w/Shrimp and…

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Morning Thoughts
May 28, 2024

It’s all About Friday’s PCE….Kashkari Reminds us that it’s ALL on the Table/Try the Pork Chop Pizzaiola

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Morning Thoughts

Hurricane Idalia Gets Ready to Hit, Stocks higher on Month End Window Dressing – Try the Dark and Stormy

August 29, 2023
Media

Fed is worried inflation is becoming more entrenched: Kenny Polcari

August 25, 2023
Morning Thoughts

NVDA Fails to Ignite a Rally, JJ takes Center Stage at 10 am – Try the Baby Back Ribs.

August 25, 2023
Morning Thoughts

NVDA Smashes IT (again), Now it’s Jackson Hole – Try the Champagne Chicken Cutlets.

August 24, 2023
Morning Thoughts

It’s ALL about NVDA – Full Stop! DJT Absent in Debate – Who will Shine? – Try the Parmegiana Crusted Halibut

August 23, 2023
Morning Thoughts

Tech Leads, Will NVDA Surprise? S&P Cuts Some Regionals – Try the Emulsified Aglio e Olio.

August 22, 2023
Media

Market expects interest rates to climb thanks to Fed comments, expert warns

August 21, 2023
Media

Are rates going to continue to get higher?: Kenny Polcari

August 18, 2023
Media

Big Tech boom is not over: Kenny Polcari

August 18, 2023
Morning Thoughts

19 X’s Forward Earnings is NOT what the Dr. Ordered, Stocks Fall -Try the Mac & Cheese.

August 18, 2023
Media

Federal Reserve wants a 6% terminal rate: Kenny Polcari

August 17, 2023
Morning Thoughts

Hello? Anyone Read Those Mins? The Hawks are Alive and Well, Stocks FALL – Try the Risotto.

August 17, 2023
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Morning Thoughts

Hurricane Idalia Gets Ready to Hit, Stocks higher on Month End Window Dressing – Try the Dark and Stormy

August 29, 2023
Media

Fed is worried inflation is becoming more entrenched: Kenny Polcari

August 25, 2023
Morning Thoughts

NVDA Fails to Ignite a Rally, JJ takes Center Stage at 10 am – Try the Baby Back Ribs.

August 25, 2023
Morning Thoughts

NVDA Smashes IT (again), Now it’s Jackson Hole – Try the Champagne Chicken Cutlets.

August 24, 2023
Morning Thoughts

It’s ALL about NVDA – Full Stop! DJT Absent in Debate – Who will Shine? – Try the Parmegiana Crusted Halibut

August 23, 2023
Morning Thoughts

Tech Leads, Will NVDA Surprise? S&P Cuts Some Regionals – Try the Emulsified Aglio e Olio.

August 22, 2023
Media

Market expects interest rates to climb thanks to Fed comments, expert warns

August 21, 2023
Media

Are rates going to continue to get higher?: Kenny Polcari

August 18, 2023
Media

Big Tech boom is not over: Kenny Polcari

August 18, 2023
Morning Thoughts

19 X’s Forward Earnings is NOT what the Dr. Ordered, Stocks Fall -Try the Mac & Cheese.

August 18, 2023
Media

Federal Reserve wants a 6% terminal rate: Kenny Polcari

August 17, 2023
Morning Thoughts

Hello? Anyone Read Those Mins? The Hawks are Alive and Well, Stocks FALL – Try the Risotto.

August 17, 2023

Our Views & Insights