Our Views & Insights 

Media
July 26, 2023

The stock market wasn’t surprised by the Federal Reserve’s moves

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Morning Thoughts
July 26, 2023

MSFT and GOOG BEAT – They Sell one and Buy the other….FED Day – 2 pm Announcement/Try the Roasted Chicken Parts

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Morning Thoughts
July 25, 2023

FED Countdown Begins, Earnings Continue to BEAT (Yawn) -Try the Linguine & Clams (new version)

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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

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
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
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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
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

Our Views & Insights