Our Views & Insights 

Media
July 13, 2023

Data drives soft-landing hopes, ‘not out of the woods’: Kenny Polcari

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Morning Thoughts
July 12, 2023

The Mo-Mo guys continue to push stocks higher, CPI out at 8:30. – Try the Spaghetti al’ Tonno.

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Morning Thoughts
July 11, 2023

More FED Speak, CPI& PPI Up Next and then Earnings. Try the Grilled Rib-eye w – Arugula and Grana Padano.

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Morning Thoughts
July 6, 2023

The FED ‘Officially’ Predicts a Recession is Coming/Try the Tomato – Watermelon Summer Salad.

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Morning Thoughts
July 5, 2023

It’s the a New Qrt, FED Mins, and Energy all Top of Mind – Try the Chicken Scarpiello.

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Media
June 30, 2023

Higher rates will put pressure on tech: Kenny Polcari

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Morning Thoughts
June 30, 2023

End Of Quarter and TECH Remains in Vogue. AAPL Hits $3 Tril – Try the Tuscan Pasta Salad.

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Media
June 29, 2023

Are investors losing their edge?

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Morning Thoughts
June 29, 2023

Banks Pass the Test, Central Banks Vow to Push On, and Joey says ‘Vote for ME!’ – Try the Short Rib Burgers.

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Morning Thoughts

It’s August 1st….Mkts Digesting July’s Surge – Try the Pesto Pomidori

August 1, 2022
Morning Thoughts

Stocks Up, AMZN & APPL are flying Higher – Try the Apple Pie!

July 29, 2022
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
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Morning Thoughts

It’s August 1st….Mkts Digesting July’s Surge – Try the Pesto Pomidori

August 1, 2022
Morning Thoughts

Stocks Up, AMZN & APPL are flying Higher – Try the Apple Pie!

July 29, 2022
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

Our Views & Insights