Our Views & Insights 

Morning Thoughts
June 27, 2023

Markets Surprisingly Quiet! But $ Continues to be Reallocated. – Try the Summer Orzo Salad

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Morning Thoughts
June 26, 2023

End of Qtr and Another Crisis in Russia – What’s Next? Try the Spaghetti w/Bell Peppers & Pancetta

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Media
June 26, 2023

Oil markets moving on aborted Russian mutiny a knee-jerk reaction: Kenny Polcari

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Media
June 23, 2023

Big Tech stocks are ‘stretched,’ likely to continue to go down: Kenny Polcari

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Morning Thoughts
June 23, 2023

JJ Keeps the Heat On, BoE Surprises with a 50 bps hike/Try the Sweet/Sour Chicken – Italian Style

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Media
June 22, 2023

Lab-grown chicken gets the green light

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Morning Thoughts
June 21, 2023

JJ Takes on Capitol Hill; Investors Await – Try the Puttanesca

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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

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
Morning Thoughts

Apple Causes the Mkt to Reverse? Hardly!  Try the Linguine and Clams

July 19, 2022
Morning Thoughts

Stocks Rally – GS says ‘Don’t Worry about a 100 bps Hike – Not Happening/Try the Chicken Scarapiello

July 18, 2022
Morning Thoughts

PPI is HOT, Capacity Utilization is HOT too – Try the Hamburger Helper!  (think cost efficient)

July 15, 2022
Morning Thoughts

CPI Boils Over, PPI Next?  Rates to Rise by 100 BPS – Try the Potato & Eggs (it’s affordable)

July 14, 2022
Morning Thoughts

Earnings and CPI Angst Hit Stocks – Try the Grilled Pork Chops w/Sweet Vinegar Peppers

July 12, 2022
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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
Morning Thoughts

Apple Causes the Mkt to Reverse? Hardly!  Try the Linguine and Clams

July 19, 2022
Morning Thoughts

Stocks Rally – GS says ‘Don’t Worry about a 100 bps Hike – Not Happening/Try the Chicken Scarapiello

July 18, 2022
Morning Thoughts

PPI is HOT, Capacity Utilization is HOT too – Try the Hamburger Helper!  (think cost efficient)

July 15, 2022
Morning Thoughts

CPI Boils Over, PPI Next?  Rates to Rise by 100 BPS – Try the Potato & Eggs (it’s affordable)

July 14, 2022
Morning Thoughts

Earnings and CPI Angst Hit Stocks – Try the Grilled Pork Chops w/Sweet Vinegar Peppers

July 12, 2022

Our Views & Insights