Our Views & Insights 

Morning Thoughts
August 7, 2023

Stocks Struggle then Fail, NFP had Something for Everyone/Try the Rib-Eye w/Maple Syrup/Bourbon Marinade.

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Media
August 4, 2023

Kenny Polcari ‘disgusted’ by US debt downgrade

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Morning Thoughts
August 4, 2023

AMZN Crushes and AAPL Disappoints (not really – let’s not be dramatic) NFP Today – Try the Pork Chop Arrabiata.

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Media
July 28, 2023

Federal Reserve ‘not done’ raising rates, Kenny Polcari predicts

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Morning Thoughts
July 28, 2023

BoJ Surprises Mkts – Stocks Sell Off – Is it just a Flash in the Pan? – Try the Steamed Lobster.

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Morning Thoughts
July 27, 2023

OK, OK…Can we move away from the FED for now? META Wows! Try the Perciatelli with Lemon/Butter & Sesame Seeds

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Media
July 26, 2023

The stock market wasn’t surprised by the Federal Reserve’s moves

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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

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
Morning Thoughts

Stocks Advance, CPI & PPI due out this week – Try the Roast Sirloin

September 12, 2022
Morning Thoughts

JJ Removes ANY Doubt, Investors Take Stocks UP – Try the Chicken Cacciatore

September 9, 2022
Morning Thoughts

Deep Throat Strikes Again…The WSJ confirms – Try the Lemon Chicken

September 8, 2022
Morning Thoughts

Are Junk Bonds THE Canary in the Coal Mine? – Try the Shrimp Cardinale

September 7, 2022
Morning Thoughts

Time to Focus – Saudi’s Cut Production, Vlad Shuts Down Nord Stream – Try the Swordfish – Sicilian Style

September 6, 2022
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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
Morning Thoughts

Stocks Advance, CPI & PPI due out this week – Try the Roast Sirloin

September 12, 2022
Morning Thoughts

JJ Removes ANY Doubt, Investors Take Stocks UP – Try the Chicken Cacciatore

September 9, 2022
Morning Thoughts

Deep Throat Strikes Again…The WSJ confirms – Try the Lemon Chicken

September 8, 2022
Morning Thoughts

Are Junk Bonds THE Canary in the Coal Mine? – Try the Shrimp Cardinale

September 7, 2022
Morning Thoughts

Time to Focus – Saudi’s Cut Production, Vlad Shuts Down Nord Stream – Try the Swordfish – Sicilian Style

September 6, 2022

Our Views & Insights