Our Views & Insights 

Morning Thoughts
July 24, 2023

Big Week For Central Banks & Earnings./Try the Mussels Bruschetta.

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Morning Thoughts
July 21, 2023

Sexy, NO! Boring YES! Tech gets slapped. Try the Rotini Michael Angelo.

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Media
July 18, 2023

This feels like a strong earnings season: Kenny Polcari

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Morning Thoughts
July 18, 2023

4 Beats Before 7:30! Let the Good Times Roll – Try the Pan Seared Halibut.

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Morning Thoughts
July 17, 2023

The Big Boys Did NOT Disappoint – More Earnings to Come – Try the Rigatoni w/Sweet Sausage in Tomato Cream.

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Media
July 14, 2023

If inflation keeps going down, investors will want to be in stocks: Kenny Polcari

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Morning Thoughts
July 14, 2023

Stocks Cont. to Advance – You Gotta LOVE Jamie Dimon! Try the Linguine & Clams w/Sweet Sausage

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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

NFP Smashed the Estimate, FED Puts 75 bps Back on the Table – Try the Chicken Thighs w/Pancetta

August 8, 2022
Morning Thoughts

BoE Hikes and Warns, Fed’s Mester Suggests 4+% by Yr End – Try the Perciatelli

August 5, 2022
Morning Thoughts

More Conflicting Messages out of the FED, What’s Next in Taiwan? – Try the Pork Capriciosso

August 3, 2022
Morning Thoughts

It’s a Tangled Web We Weave! – Try the Grilled Jack Thighs

August 2, 2022
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
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Morning Thoughts

NFP Smashed the Estimate, FED Puts 75 bps Back on the Table – Try the Chicken Thighs w/Pancetta

August 8, 2022
Morning Thoughts

BoE Hikes and Warns, Fed’s Mester Suggests 4+% by Yr End – Try the Perciatelli

August 5, 2022
Morning Thoughts

More Conflicting Messages out of the FED, What’s Next in Taiwan? – Try the Pork Capriciosso

August 3, 2022
Morning Thoughts

It’s a Tangled Web We Weave! – Try the Grilled Jack Thighs

August 2, 2022
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

Our Views & Insights