Our Views & Insights 

Morning Thoughts
September 22, 2023

Risk Off is Alive and Well, 10 Yr Yields Kiss 4.49%/Try the Scampi

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Media
September 21, 2023

Cisco buys cybersecurity company Splunk for $28 billion

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Morning Thoughts
September 21, 2023

The FED Pauses (Yawn), but Remains Hawkish, Risk Off, Yields UP- Try the Greek Filet of Sole.

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Media
September 20, 2023

Fed caused inflation crisis, they’ve ‘lucked out’ so far

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Morning Thoughts
September 20, 2023

Get Ready for 2 pm…..It Hinges on What JJ Says vs. What he Does – Try the Eggplant Caponata.

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Morning Thoughts
September 19, 2023

Stocks Churn, Oil Surges, UAW Still Out and CART goes Public – Try the Escarole and Beans.

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Media
September 15, 2023

Arm is ‘overhyped’; stock moves are exaggerated: Kenny Polcari

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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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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
Morning Thoughts

Futures are UP!  Santa is on his way! – Try the ‘Shka-Rola & Beans’

December 21, 2022
Morning Thoughts

MS jumps in bed with GS – calls for S&P 3000! – Try the Stuffed Branzino

December 20, 2022
Morning Thoughts

“Rudolph – Won’t you Guide the Sleigh Tonight…” – Try the Butterscotch Clusters

December 19, 2022
Morning Thoughts

Global Central Banks FALL in line…Rates on the Move!  Stocks Adjust! – Try the Candied Pecans

December 16, 2022
Morning Thoughts

JJ Has a BackBone!  Rates will Continue to Rise! Algo’s Throw a Fit – #8 Try the Mussels Posillipo

December 15, 2022
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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
Morning Thoughts

Futures are UP!  Santa is on his way! – Try the ‘Shka-Rola & Beans’

December 21, 2022
Morning Thoughts

MS jumps in bed with GS – calls for S&P 3000! – Try the Stuffed Branzino

December 20, 2022
Morning Thoughts

“Rudolph – Won’t you Guide the Sleigh Tonight…” – Try the Butterscotch Clusters

December 19, 2022
Morning Thoughts

Global Central Banks FALL in line…Rates on the Move!  Stocks Adjust! – Try the Candied Pecans

December 16, 2022
Morning Thoughts

JJ Has a BackBone!  Rates will Continue to Rise! Algo’s Throw a Fit – #8 Try the Mussels Posillipo

December 15, 2022

Our Views & Insights