Our Views & Insights 

Morning Thoughts
July 26, 2023

MSFT and GOOG BEAT – They Sell one and Buy the other….FED Day – 2 pm Announcement/Try the Roasted Chicken Parts

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Morning Thoughts
July 25, 2023

FED Countdown Begins, Earnings Continue to BEAT (Yawn) -Try the Linguine & Clams (new version)

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Morning Thoughts
July 24, 2023

Big Week For Central Banks & Earnings./Try the Mussels Bruschetta.

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Morning Thoughts
July 21, 2023

Sexy, NO! Boring YES! Tech gets slapped. Try the Rotini Michael Angelo.

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Media
July 18, 2023

This feels like a strong earnings season: Kenny Polcari

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Morning Thoughts
July 18, 2023

4 Beats Before 7:30! Let the Good Times Roll – Try the Pan Seared Halibut.

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Morning Thoughts
July 17, 2023

The Big Boys Did NOT Disappoint – More Earnings to Come – Try the Rigatoni w/Sweet Sausage in Tomato Cream.

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Media
July 14, 2023

If inflation keeps going down, investors will want to be in stocks: Kenny Polcari

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Morning Thoughts
July 14, 2023

Stocks Cont. to Advance – You Gotta LOVE Jamie Dimon! Try the Linguine & Clams w/Sweet Sausage

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Morning Thoughts

4th Qtr RALLY!  Investors Bet on A Pivot!/Try the Baby Stuffed Pumpkins.

October 4, 2022
Morning Thoughts

UK doubles Down; CS down 12%; Stocks Struggle – Try the Pasta Faggioli

October 3, 2022
Morning Thoughts

QC – Quantitative Confusion!  – Try the Potato & Eggs

September 28, 2022
Morning Thoughts

Goldman says ‘its time to SELL’ (contra indicator) – Try the Thighs

September 27, 2022
Morning Thoughts

Dow Theory Triggered, S&P to re-test June Low? – Try the Garganelli

September 26, 2022
Morning Thoughts

Investors continue to Re-Price Risk – Try the Penne Rigate

September 23, 2022
Morning Thoughts

JJ Makes it Clear AGAIN – Try the Veal Scallopini

September 22, 2022
Morning Thoughts

Futures Point Higher…FED to raise by 75 bps – Try the Linguine Arrabiata

September 21, 2022
Morning Thoughts

Stocks Bounce Back, FED is now in Lockdown Mode – Try the Grilled Sea Bass

September 20, 2022
Morning Thoughts

PPI Confirms that the FED is NOT Done/Try the Sausage, Chicken and Sweet Vinegar Peppers

September 15, 2022
Morning Thoughts

Algo’s Throw a Temper Tantrum; Stocks Get Pummeled – Try the Chicken Soup

September 14, 2022
Morning Thoughts

Tick, tick tick….CPI due out in 2 hrs – Try the Fettuccine

September 13, 2022
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Morning Thoughts

4th Qtr RALLY!  Investors Bet on A Pivot!/Try the Baby Stuffed Pumpkins.

October 4, 2022
Morning Thoughts

UK doubles Down; CS down 12%; Stocks Struggle – Try the Pasta Faggioli

October 3, 2022
Morning Thoughts

QC – Quantitative Confusion!  – Try the Potato & Eggs

September 28, 2022
Morning Thoughts

Goldman says ‘its time to SELL’ (contra indicator) – Try the Thighs

September 27, 2022
Morning Thoughts

Dow Theory Triggered, S&P to re-test June Low? – Try the Garganelli

September 26, 2022
Morning Thoughts

Investors continue to Re-Price Risk – Try the Penne Rigate

September 23, 2022
Morning Thoughts

JJ Makes it Clear AGAIN – Try the Veal Scallopini

September 22, 2022
Morning Thoughts

Futures Point Higher…FED to raise by 75 bps – Try the Linguine Arrabiata

September 21, 2022
Morning Thoughts

Stocks Bounce Back, FED is now in Lockdown Mode – Try the Grilled Sea Bass

September 20, 2022
Morning Thoughts

PPI Confirms that the FED is NOT Done/Try the Sausage, Chicken and Sweet Vinegar Peppers

September 15, 2022
Morning Thoughts

Algo’s Throw a Temper Tantrum; Stocks Get Pummeled – Try the Chicken Soup

September 14, 2022
Morning Thoughts

Tick, tick tick….CPI due out in 2 hrs – Try the Fettuccine

September 13, 2022

Our Views & Insights