Our Views & Insights 

Tech & AI Snap Back After Brutal One-Two Punch — Strong Jobs, Rising Yields, and Rotation Shakeout Set the Stage for This Week’s CPI/PPI Test – Try the Pork Cutlets

June 9, 2026

Trader Talk – Forget the Mag 7: Focus on AI infrastructure

June 3, 2026

Varney & Co.: SlateStone Wealth’s Kenny Polcari on AI, Earnings Strength and the Next Wave of Capital

June 3, 2026

Bulls Charge. Geopolitical Tensions rise and Elon Skips the Foreplay and Goes Straight to the Entree! – Try the Risotto

June 3, 2026

Tech & AI Surge to Fresh Records, But Narrow Breadth and Sticky Prices Spark Caution; Markets at the Highs, Leadership Extremely Narrow – Try the Pasta Alla Gricia

June 2, 2026

June Opens Strong: Broader Market Participation Fuels Rally as Focus Shifts to NFP Amid Rising Oil & Geopolitical Jitters – Try the Sweet and Sour Chicken

June 1, 2026

Mag 7 Lifts Markets While Iran ‘Oil-for-Time’ Deal Sets the Clock, Hot PCE, and Thin Breadth Set the Trap – Try the Fettuccini alla Pappalina

May 29, 2026

Markets Push Higher Again as ‘FEMO’ Overpowers Oil Chaos & Middle East Missiles – Try the Sausage, Peppers and Onions

May 28, 2026

Trader Talk – The next phase of the bull market

May 27, 2026

UBS Upgrade Causes MU to EXPLODE, Drags Semis & AI Stocks to New Records as Peace Headlines Ease Oil & Inflation Fears – Try the Umbrian Mussels

May 27, 2026

Geopolitical ‘Hopes’ Send Stocks Higher, Oil Lower, Bonds Higher, Yields Lower – Try the Lemon Zucchini Rigatoni

May 26, 2026

Mornings with Maria: SlateStone Wealth’s Kenny Polcari on IPO Momentum, Rates and Market Discipline

May 22, 2026
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Tech & AI Snap Back After Brutal One-Two Punch — Strong Jobs, Rising Yields, and Rotation Shakeout Set the Stage for This Week’s CPI/PPI Test – Try the Pork Cutlets

June 9, 2026

Trader Talk – Forget the Mag 7: Focus on AI infrastructure

June 3, 2026

Varney & Co.: SlateStone Wealth’s Kenny Polcari on AI, Earnings Strength and the Next Wave of Capital

June 3, 2026

Bulls Charge. Geopolitical Tensions rise and Elon Skips the Foreplay and Goes Straight to the Entree! – Try the Risotto

June 3, 2026

Tech & AI Surge to Fresh Records, But Narrow Breadth and Sticky Prices Spark Caution; Markets at the Highs, Leadership Extremely Narrow – Try the Pasta Alla Gricia

June 2, 2026

June Opens Strong: Broader Market Participation Fuels Rally as Focus Shifts to NFP Amid Rising Oil & Geopolitical Jitters – Try the Sweet and Sour Chicken

June 1, 2026

Mag 7 Lifts Markets While Iran ‘Oil-for-Time’ Deal Sets the Clock, Hot PCE, and Thin Breadth Set the Trap – Try the Fettuccini alla Pappalina

May 29, 2026

Markets Push Higher Again as ‘FEMO’ Overpowers Oil Chaos & Middle East Missiles – Try the Sausage, Peppers and Onions

May 28, 2026

Trader Talk – The next phase of the bull market

May 27, 2026

UBS Upgrade Causes MU to EXPLODE, Drags Semis & AI Stocks to New Records as Peace Headlines Ease Oil & Inflation Fears – Try the Umbrian Mussels

May 27, 2026

Geopolitical ‘Hopes’ Send Stocks Higher, Oil Lower, Bonds Higher, Yields Lower – Try the Lemon Zucchini Rigatoni

May 26, 2026

Mornings with Maria: SlateStone Wealth’s Kenny Polcari on IPO Momentum, Rates and Market Discipline

May 22, 2026

Our Views & Insights