Our Views & Insights 

Morning Thoughts
August 16, 2023

Who Remembers the 1960’s Batman? Bam! Pow! Bang! Ouch! – Stocks get Clobbered -Try the Mussels.

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Morning Thoughts
August 15, 2023

Good Morning – Stocks bounce- but don’t be fooled. The Pilot has turned on the Fasten Seat Belt Sign – Try the Veal.

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Morning Thoughts
August 14, 2023

PPI is Hotter, Higher Oil Prices not even Considered – Try the Sea Scallops

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Media
August 11, 2023

Inflation is making a comeback, Fed will raise rates again: Kenny Polcari

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Morning Thoughts
August 11, 2023

Some Betting the FED is Done, They Would be Wrong – Try the Penne Rigate, Zucchini & Guanciale.

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Media
August 10, 2023

Inflation is going to rear its ugly head again: Kenny Polcari

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Morning Thoughts
August 10, 2023

Disinflation in China? (If you believe it), DIS Raises Prices, and CPI out at 8:30 – Try the Stuffed Chicken Cutlets.

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Media
August 9, 2023

Kamala Harris accidentally blurted out the truth about ‘Bidenomics’

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Morning Thoughts
August 9, 2023

Moody’s jumps In and Downgrades banks, IFF Plays ‘I’ve Got a Secret’ and angers investors -Try the Vegetable Paella.

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Morning Thoughts

Will CPI mimic the PPI?  DAL Revenues UP, AMAT Warns of a Miss -Try the Chicken Cutlets

October 13, 2022
Morning Thoughts

PPI out in 2 hrs…BoE Promises to end Emergency Bond Buying – Try the Dover Sole

October 12, 2022
Morning Thoughts

BoE warns of Financial Instability and Dimon Warns of another 20% decline – Try the Sicilan T-Bone

October 11, 2022
Morning Thoughts

Inflation and Earnings…Bring in the Clowns – Try the Braised Short Ribs

October 10, 2022
Morning Thoughts

Semi’s Under Pressure, Pot Stocks Surge – Try the Tuscan Bean Soup

October 7, 2022
Morning Thoughts

OPEC tells Joey to Shove it……… – Try the Pasta Carbonara

October 6, 2022
Morning Thoughts

Is that all you got?  2 day rally? – Try Fantasia’s Shrimp Scampi

October 5, 2022
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
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Morning Thoughts

Will CPI mimic the PPI?  DAL Revenues UP, AMAT Warns of a Miss -Try the Chicken Cutlets

October 13, 2022
Morning Thoughts

PPI out in 2 hrs…BoE Promises to end Emergency Bond Buying – Try the Dover Sole

October 12, 2022
Morning Thoughts

BoE warns of Financial Instability and Dimon Warns of another 20% decline – Try the Sicilan T-Bone

October 11, 2022
Morning Thoughts

Inflation and Earnings…Bring in the Clowns – Try the Braised Short Ribs

October 10, 2022
Morning Thoughts

Semi’s Under Pressure, Pot Stocks Surge – Try the Tuscan Bean Soup

October 7, 2022
Morning Thoughts

OPEC tells Joey to Shove it……… – Try the Pasta Carbonara

October 6, 2022
Morning Thoughts

Is that all you got?  2 day rally? – Try Fantasia’s Shrimp Scampi

October 5, 2022
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

Our Views & Insights