Our Views & Insights 

Media
August 17, 2023

Federal Reserve wants a 6% terminal rate: Kenny Polcari

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Morning Thoughts
August 17, 2023

Hello? Anyone Read Those Mins? The Hawks are Alive and Well, Stocks FALL – Try the Risotto.

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Morning Thoughts
August 16, 2023

Who Remembers the 1960’s Batman? Bam! Pow! Bang! Ouch! – Stocks get Clobbered -Try the Mussels.

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Morning Thoughts
August 15, 2023

Good Morning – Stocks bounce- but don’t be fooled. The Pilot has turned on the Fasten Seat Belt Sign – Try the Veal.

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Morning Thoughts
August 14, 2023

PPI is Hotter, Higher Oil Prices not even Considered – Try the Sea Scallops

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Media
August 11, 2023

Inflation is making a comeback, Fed will raise rates again: Kenny Polcari

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Morning Thoughts
August 11, 2023

Some Betting the FED is Done, They Would be Wrong – Try the Penne Rigate, Zucchini & Guanciale.

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Media
August 10, 2023

Inflation is going to rear its ugly head again: Kenny Polcari

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Morning Thoughts
August 10, 2023

Disinflation in China? (If you believe it), DIS Raises Prices, and CPI out at 8:30 – Try the Stuffed Chicken Cutlets.

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Morning Thoughts

Goldman says ‘its time to SELL’ (contra indicator) – Try the Thighs

September 27, 2022
Morning Thoughts

Dow Theory Triggered, S&P to re-test June Low? – Try the Garganelli

September 26, 2022
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
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Morning Thoughts

Goldman says ‘its time to SELL’ (contra indicator) – Try the Thighs

September 27, 2022
Morning Thoughts

Dow Theory Triggered, S&P to re-test June Low? – Try the Garganelli

September 26, 2022
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

Our Views & Insights