Our Views & Insights 

Morning Thoughts
March 24, 2023

The Banking Narrative Remains Confusing & Now DB is Under Fire! Try the Pan Seared Sea Bass

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Morning Thoughts
March 23, 2023

What did you see – Sun or Clouds? Algo’s throw a tantrum – Stocks fall – Try the Chicken Parmegiana

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Media
March 22, 2023

Fed rate decision causing markets to throw a temper tantrum: Kenny Polcari

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Morning Thoughts
March 22, 2023

Janet say’s “It’s all Good!” & Stocks Rally – Try the Pasta & Cecce

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Morning Thoughts
March 21, 2023

EU & UK Regulators Try to Set the Record Straight, Mkts on FED Watch – Try the Pot Roast

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Morning Thoughts
March 20, 2023

ShotGun Wedding In Switzerland, Banking Sector Under Pressure – Try the Shrimp Francese

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Morning Thoughts
March 17, 2023

Risk On? Banking Strong? Tiger Global Marks Down Portfolio – Try the Corned Beef & Cabbage

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Media
March 16, 2023

Kenny Polcari: These stocks will continue to perform well

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Morning Thoughts
March 16, 2023

Credit Suisse Gets SAVED! Are you REALLY surprised? – Try the Cauliflower Risotto w/Truffle Butter

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Morning Thoughts

Treasury Curve Inverts Across the Spectrum – Try the Spaghetti w/Leeks & Pancetta

April 4, 2022
Morning Thoughts

Goodbye 1st Qtr, Don’t let the Door hit you on the way out – Try the Grilled Shrimp on a bed of Orzo

April 1, 2022
Morning Thoughts

It’s Quarter End, Vlad Refuses a Cease Fire and Joey Announces an SPR Release – Try the Veal Rollatini

March 31, 2022
Morning Thoughts

“Thank you Sir, May I have Another…..” – Try the Farfalle…

March 29, 2022
Morning Thoughts

Stocks Kiss 4560 (almost) and find Resistance – Try the Short Ribs

March 28, 2022
Morning Thoughts

West Comes Down Hard on Vlad, Stocks Rally – Try the Spring Minestrone

March 25, 2022
Morning Thoughts

Stocks Remain Anxious, New Home Sales Fall as Rates Rise – Try the Risotto

March 24, 2022
Morning Thoughts

Jay Says More and Stocks Go Higher While Bonds Get Smashed – Try the Rigatoni

March 23, 2022
Morning Thoughts

Say It Ain’t So!  – Try the Champagne Chicken Breasts

March 22, 2022
Morning Thoughts

Stocks End Strong; Oil Pushing $109/barrel – Try the Pork Chop Pizzaiola

March 21, 2022
Morning Thoughts

Bank of England Raises Rates for the 3rd time, OIL Trading at $104.50 – Try the Chilean Sea Bass in Sherry Cream

March 18, 2022
Media

Kenny Polcari and Oliver Pursche weigh in on Fed Chair Powell attempting to end inflation and give advice to investors on ‘Making Money.’

March 17, 2022
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Morning Thoughts

Treasury Curve Inverts Across the Spectrum – Try the Spaghetti w/Leeks & Pancetta

April 4, 2022
Morning Thoughts

Goodbye 1st Qtr, Don’t let the Door hit you on the way out – Try the Grilled Shrimp on a bed of Orzo

April 1, 2022
Morning Thoughts

It’s Quarter End, Vlad Refuses a Cease Fire and Joey Announces an SPR Release – Try the Veal Rollatini

March 31, 2022
Morning Thoughts

“Thank you Sir, May I have Another…..” – Try the Farfalle…

March 29, 2022
Morning Thoughts

Stocks Kiss 4560 (almost) and find Resistance – Try the Short Ribs

March 28, 2022
Morning Thoughts

West Comes Down Hard on Vlad, Stocks Rally – Try the Spring Minestrone

March 25, 2022
Morning Thoughts

Stocks Remain Anxious, New Home Sales Fall as Rates Rise – Try the Risotto

March 24, 2022
Morning Thoughts

Jay Says More and Stocks Go Higher While Bonds Get Smashed – Try the Rigatoni

March 23, 2022
Morning Thoughts

Say It Ain’t So!  – Try the Champagne Chicken Breasts

March 22, 2022
Morning Thoughts

Stocks End Strong; Oil Pushing $109/barrel – Try the Pork Chop Pizzaiola

March 21, 2022
Morning Thoughts

Bank of England Raises Rates for the 3rd time, OIL Trading at $104.50 – Try the Chilean Sea Bass in Sherry Cream

March 18, 2022
Media

Kenny Polcari and Oliver Pursche weigh in on Fed Chair Powell attempting to end inflation and give advice to investors on ‘Making Money.’

March 17, 2022

Our Views & Insights