Our Views & Insights

Morning Thoughts

October 3, 2023

10 Yr Treasury up 10 BPS (in one day), Utilities & Energy Get Smacked – Try the Spaghetti con Melanzane Fritte.

Morning Thoughts

October 2, 2023

Oh Boy – Crisis Averted on Capitol Hill, all While Stocks end the Qtr Lower – Try the Shrimp Cardinale.

Media

September 29, 2023

Investors will soon have an opportunity to buy cheaper stocks: Kenny Polcari

Morning Thoughts

September 29, 2023

Barkin Says ‘Not so Fast’, Goolsbee Supports, Stocks Rally! – The the Sherry Braised Chicken.

Morning Thoughts

September 28, 2023

Algo’s Push Stocks to a Key Technical Level, Key Inflation Data Pt Tomorrow – Try the Ratatouille.

Morning Thoughts

September 27, 2023

Are We Entering the Danger Zone, or Did we Already do That? – Try the Grilled Pork Chops.

Morning Thoughts

September 26, 2023

Bonds Yields Mimic the Energizer Bunny – They Just Don’t Quit/Try the Pumpkin/Butternut Squash Risotto.

Morning Thoughts

September 25, 2023

Investors Remain Skittish – How High Will Yields Go? Chaos on Capitol Hill/Try the Thin Spaghetti w/Ricotta & Spinach

Media

September 22, 2023

UAW strike, looming government shutdown is keeping market ‘under pressure’: Kenny Polcari

Morning Thoughts

Goldman MISSES (BIG), Investors Not Happy/Try the Simple Pot Roast

January 18, 2023

Morning Thoughts

Earnings Do Not Disappoint (yet); More this week – Try the Lemon Roasted Feta Chicken Thighs

January 17, 2023

Morning Thoughts

CPI was NOT what it Appeared, Banks Kick it Off – Try the Pesce Spada alla Siciliana

January 13, 2023

Media

What does the December PPI mean for markets?

January 13, 2023

Media

Fed might be softening, but inflation likely to rise again: Kenny Polcari

January 13, 2023

Morning Thoughts

Tic Tok, Tic Tok – Boom! – Try the Italian Style Sweet and Sour Chicken

January 12, 2023

Media

Kenny Polcari: Federal Reserve won’t blink or pause until May

January 12, 2023

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

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Morning Thoughts

Goldman MISSES (BIG), Investors Not Happy/Try the Simple Pot Roast

January 18, 2023

Morning Thoughts

Earnings Do Not Disappoint (yet); More this week – Try the Lemon Roasted Feta Chicken Thighs

January 17, 2023

Morning Thoughts

CPI was NOT what it Appeared, Banks Kick it Off – Try the Pesce Spada alla Siciliana

January 13, 2023

Media

What does the December PPI mean for markets?

January 13, 2023

Media

Fed might be softening, but inflation likely to rise again: Kenny Polcari

January 13, 2023

Morning Thoughts

Tic Tok, Tic Tok – Boom! – Try the Italian Style Sweet and Sour Chicken

January 12, 2023

Media

Kenny Polcari: Federal Reserve won’t blink or pause until May

January 12, 2023

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