Our Views & Insights 

Morning Thoughts
December 21, 2023

SNAP!!! One Down Day and They Tell you that Santa is Leaving you Hi & Dry – Come on! Try Nana’s Cheesecake

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Media
December 20, 2023

Long-term investors need a ‘diversified portfolio that will weather the storm’: Kenny Polcari

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Morning Thoughts
December 19, 2023

Austan Says “Not so fast” While Mary says “Cuts are Appropriate” – Oh Boy! Try the Candied Almonds

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Morning Thoughts
December 18, 2023

“The British Are Coming” What Do Paul Revere and JJ have in Common? Try the Simple Blanched Broccoli

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Morning Thoughts
December 15, 2023

It’s a MELT UP Going Into Year End! Try Grandma Emma’s Ragu

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Morning Thoughts
December 14, 2023

So, Higher for Longer is NO longer the Narrative? OK – strap in…Yields Plunge, Stocks and Bonds Surge! Try the A…

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Media
December 13, 2023

Bond market is doing the work for the Federal Reserve: Kenny Polcari

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Morning Thoughts
December 12, 2023

Stocks Up, VIX down, Is OIL making a Presidential Prediction? Feast of the 7 Fishes – #7 Mussels Posillipo

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Morning Thoughts
December 11, 2023

NFP Stronger or Not? Big Bond Auction Week and Sales Everywhere/ – Feast of the 7 Fishes #6 Stuffed Calamari

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Media

Kenny Polcari: Betting against Google is a wrong decision to make

February 9, 2023
Morning Thoughts

BARD FAILS, Algo’s go Beserk, DIS to CUT 7k Jobs – Try the Drunken Spaghetti

February 9, 2023
Morning Thoughts

JJ Repeats the Narrative and Joey Launches his ’24 Campaign – Try the Champagne Chicken

February 8, 2023
Media

Microsoft’s merger plan with Activision Blizzard ‘in doubt’: Kenny Polcari

February 8, 2023
Morning Thoughts

JJ at 12 pm & Joey at 9 pm (Neely Snuck in at 6:45 am)/Try the Dover Sole

February 7, 2023
Morning Thoughts

Can the FED Navigate a Soft Landing? – Try the Shrimp Scampi

February 6, 2023
Morning Thoughts

OH Boy – the 3 Big A’s Miss and Warn/Try the Pork Cutlets

February 3, 2023
Morning Thoughts

JJ Said ‘X’ and the Algo’s Heard ‘Y’, Stocks Surge! Try the Potato Leek Soup

February 2, 2023
Media

Kenny Polcari: Expectation of earnings recession has been priced in

February 2, 2023
Morning Thoughts

T-7 hrs….Let the Countdown Begin – Try the Orrechiette

February 1, 2023
Morning Thoughts

Raise, Pause or Pivot? -Try the Spaghetti Arabiatta

January 31, 2023
Morning Thoughts

It’s a BIG Week! Eco Data, Earnings Data and Central Bank Data – Try the Lemon Chicken

January 30, 2023
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Media

Kenny Polcari: Betting against Google is a wrong decision to make

February 9, 2023
Morning Thoughts

BARD FAILS, Algo’s go Beserk, DIS to CUT 7k Jobs – Try the Drunken Spaghetti

February 9, 2023
Morning Thoughts

JJ Repeats the Narrative and Joey Launches his ’24 Campaign – Try the Champagne Chicken

February 8, 2023
Media

Microsoft’s merger plan with Activision Blizzard ‘in doubt’: Kenny Polcari

February 8, 2023
Morning Thoughts

JJ at 12 pm & Joey at 9 pm (Neely Snuck in at 6:45 am)/Try the Dover Sole

February 7, 2023
Morning Thoughts

Can the FED Navigate a Soft Landing? – Try the Shrimp Scampi

February 6, 2023
Morning Thoughts

OH Boy – the 3 Big A’s Miss and Warn/Try the Pork Cutlets

February 3, 2023
Morning Thoughts

JJ Said ‘X’ and the Algo’s Heard ‘Y’, Stocks Surge! Try the Potato Leek Soup

February 2, 2023
Media

Kenny Polcari: Expectation of earnings recession has been priced in

February 2, 2023
Morning Thoughts

T-7 hrs….Let the Countdown Begin – Try the Orrechiette

February 1, 2023
Morning Thoughts

Raise, Pause or Pivot? -Try the Spaghetti Arabiatta

January 31, 2023
Morning Thoughts

It’s a BIG Week! Eco Data, Earnings Data and Central Bank Data – Try the Lemon Chicken

January 30, 2023

Our Views & Insights