Our Views & Insights 

Morning Thoughts
May 5, 2023

Stocks Retreat, Apple Reports Revs of $94.8 Bil, NFP out at 8:30-Try the Grilled Shrimp over Feta Orzo

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Morning Thoughts
May 3, 2023

Expect a Hike, Brace for the Guidance, Tech and Gold Expect a Pause – Try the Sole Meuniere

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Morning Thoughts
May 2, 2023

Jamie ‘Wins’ – and JPM Gets Even Bigger, Janet Warns of Another Crisis – Try the Cavatappi

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Morning Thoughts
May 1, 2023

Stocks Continue to Push Higher…But are they Tired Yet? Try the Orrechiette & Baby Clams in a Champagne Sauce

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Morning Thoughts
April 28, 2023

AMZN BEATS but WARNS of the Cloud – XOM, CVX Due Today – Try the Eggs in Purgatory

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Morning Thoughts
April 27, 2023

Tech Fails to Support the Broader Mkt…Try the Spaghetti w/Asparagus and Pancetta

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Morning Thoughts
April 26, 2023

Stocks Finally React and they get Whacked, GOOG Beats (Pichai Payday was the Clue) – Try the Seared Scallops

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Morning Thoughts
April 24, 2023

Some Big Tech’s Report This Week, FED in Lockdown Mode, Big Negative Bets in the 10 yr. Try the Shells w/Sausage and Peas

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Morning Thoughts
April 21, 2023

Been a Long Week, Keep your Eyes on the VIX – Try the Easy Pork Loin

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Media

Slatestone Wealth chief market strategist Kenny Polcari on whether tech firms laying off employees is a precursor to what’s to come amid inflation, the Federal Reserve’s handling of the economy and stagflation.

June 1, 2022
Morning Thoughts

Fed Gov Waller Throws Gas on the Fire – Try the Soft Shell Crabs

May 31, 2022
Morning Thoughts

Is Sentiment Changing?? Oil Heads Towards $120/Try the Apple Pie and Ice Cream

May 27, 2022
Morning Thoughts

High End Retailers – Tale of Two Cities – Try the Sausage Peppers, Onions and Mushrooms

May 26, 2022
Morning Thoughts

Eco Data Starting Show Cracks – Try the Ratatouille

May 25, 2022
Morning Thoughts

The Rally Fizzles, SNAP Snapped – Try the Simple Baby Back Ribs

May 24, 2022
Morning Thoughts

Stocks are UP (again), Joey Creates a Firestorm in China – Try the Short Rib Burgers

May 23, 2022
Morning Thoughts

It’s Friday and Stocks are in RALLY Mode – Try the Chicken Thighs w/Pancetta

May 20, 2022
Morning Thoughts

Now They Are Hitting The Stalwarts – Getting Closer to the End – Try the Mac & Cheese

May 19, 2022
Morning Thoughts

No Follow Thru on Monday – But it’s Turnaround Tuesday – Try the Scampi

May 17, 2022
Morning Thoughts

Is the Bottom in?  Probably Not – Try the Puttanesca -not PUTIN-nesca!

May 16, 2022
Morning Thoughts

JJ Finally Admits What we all KNEW! – Try the Bran Muffins (to help regulate)

May 13, 2022
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Media

Slatestone Wealth chief market strategist Kenny Polcari on whether tech firms laying off employees is a precursor to what’s to come amid inflation, the Federal Reserve’s handling of the economy and stagflation.

June 1, 2022
Morning Thoughts

Fed Gov Waller Throws Gas on the Fire – Try the Soft Shell Crabs

May 31, 2022
Morning Thoughts

Is Sentiment Changing?? Oil Heads Towards $120/Try the Apple Pie and Ice Cream

May 27, 2022
Morning Thoughts

High End Retailers – Tale of Two Cities – Try the Sausage Peppers, Onions and Mushrooms

May 26, 2022
Morning Thoughts

Eco Data Starting Show Cracks – Try the Ratatouille

May 25, 2022
Morning Thoughts

The Rally Fizzles, SNAP Snapped – Try the Simple Baby Back Ribs

May 24, 2022
Morning Thoughts

Stocks are UP (again), Joey Creates a Firestorm in China – Try the Short Rib Burgers

May 23, 2022
Morning Thoughts

It’s Friday and Stocks are in RALLY Mode – Try the Chicken Thighs w/Pancetta

May 20, 2022
Morning Thoughts

Now They Are Hitting The Stalwarts – Getting Closer to the End – Try the Mac & Cheese

May 19, 2022
Morning Thoughts

No Follow Thru on Monday – But it’s Turnaround Tuesday – Try the Scampi

May 17, 2022
Morning Thoughts

Is the Bottom in?  Probably Not – Try the Puttanesca -not PUTIN-nesca!

May 16, 2022
Morning Thoughts

JJ Finally Admits What we all KNEW! – Try the Bran Muffins (to help regulate)

May 13, 2022

Our Views & Insights