Our Views & Insights 

Morning Thoughts
June 20, 2023

Has The Pullback Begun? End of Qtr Window Dressing, JJ on the Hill – Try the Greek Style Shrimp

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Media
June 16, 2023

Investors ‘have to have exposure to AI’: Kenny Polcari

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Morning Thoughts
June 16, 2023

Mamma Mia! Do Trees Just Grow to the Sky? Stocks Advance -Try the Sicilian Linguine and Clams

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Media
June 15, 2023

Nervous investors should look at contra trades: Kenny Polcari

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Morning Thoughts
June 15, 2023

Fed SKIPS but Remains HAWKISH – Try the Pork Cutlet Milanese

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Morning Thoughts
June 14, 2023

CPI was Dressed to Impress, will PPI do the Same? Can JJ Sound Neutral? – Try the Chicken in a Lemon/Walnut sauce

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Media
June 14, 2023

Fed doesn’t have the guts to hike rates two more times in 2023: Kenny Polcari

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Morning Thoughts
June 13, 2023

It’s FOMO vs. FOBI! – Try the Roasted Sea Bass

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Media
June 12, 2023

Carol Roth on the markets: ‘It’s very breakfast clubbish out there’

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Morning Thoughts

BoE Hikes and Warns, Fed’s Mester Suggests 4+% by Yr End – Try the Perciatelli

August 5, 2022
Morning Thoughts

More Conflicting Messages out of the FED, What’s Next in Taiwan? – Try the Pork Capriciosso

August 3, 2022
Morning Thoughts

It’s a Tangled Web We Weave! – Try the Grilled Jack Thighs

August 2, 2022
Morning Thoughts

It’s August 1st….Mkts Digesting July’s Surge – Try the Pesto Pomidori

August 1, 2022
Morning Thoughts

Stocks Up, AMZN & APPL are flying Higher – Try the Apple Pie!

July 29, 2022
Morning Thoughts

JJ Raises by 75 BPS and Promises More to Come – Try Camille’s Summer Prelude

July 28, 2022
Morning Thoughts

Job Losses, Mixed Guidance and the FED All Weigh on Stocks – Try the Summer Salad

July 27, 2022
Morning Thoughts

Rush to Re-Define!  WMT Makes It Real – Try the Rib-eye Pizzaiola

July 26, 2022
Morning Thoughts

Get Ready – It’s a BIG week – Try the Grilled Pizza

July 25, 2022
Morning Thoughts

ECB Goes Big, SNAP, SNAPPED, Are AT&T Customers Saying Something? – Try the Rib-Eye

July 22, 2022
Morning Thoughts

Vlad Turns On the Nat Gas, Europe Exhales – Try the Mussels Posilipo

July 21, 2022
Morning Thoughts

The Sun is out and Stocks Sizzle, Europe Waits for Nat Gas – Try the Mostacioli

July 20, 2022
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Morning Thoughts

BoE Hikes and Warns, Fed’s Mester Suggests 4+% by Yr End – Try the Perciatelli

August 5, 2022
Morning Thoughts

More Conflicting Messages out of the FED, What’s Next in Taiwan? – Try the Pork Capriciosso

August 3, 2022
Morning Thoughts

It’s a Tangled Web We Weave! – Try the Grilled Jack Thighs

August 2, 2022
Morning Thoughts

It’s August 1st….Mkts Digesting July’s Surge – Try the Pesto Pomidori

August 1, 2022
Morning Thoughts

Stocks Up, AMZN & APPL are flying Higher – Try the Apple Pie!

July 29, 2022
Morning Thoughts

JJ Raises by 75 BPS and Promises More to Come – Try Camille’s Summer Prelude

July 28, 2022
Morning Thoughts

Job Losses, Mixed Guidance and the FED All Weigh on Stocks – Try the Summer Salad

July 27, 2022
Morning Thoughts

Rush to Re-Define!  WMT Makes It Real – Try the Rib-eye Pizzaiola

July 26, 2022
Morning Thoughts

Get Ready – It’s a BIG week – Try the Grilled Pizza

July 25, 2022
Morning Thoughts

ECB Goes Big, SNAP, SNAPPED, Are AT&T Customers Saying Something? – Try the Rib-Eye

July 22, 2022
Morning Thoughts

Vlad Turns On the Nat Gas, Europe Exhales – Try the Mussels Posilipo

July 21, 2022
Morning Thoughts

The Sun is out and Stocks Sizzle, Europe Waits for Nat Gas – Try the Mostacioli

July 20, 2022

Our Views & Insights