Our Views & Insights 

Morning Thoughts
March 5, 2026

Stocks Rally on Strong Eco Data, Tech Bounces — Geopolitical Risks Elevated as Iran’s Regime Gets Castrated – Try the Steak Tagliata Florentina

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Morning Thoughts
March 4, 2026

Iran Remains Conflicted, Trump Offers Tanker Insurance & Escorts Through Strait of Hormuz, the Kospi Gets Whacked – Try the 8 ‘P’ Pasta

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Morning Thoughts
March 3, 2026

Strait of Hormuz Closed, Oil Surges, Futures Tank, Markets Brace for Prolonged Geopolitical Purgatory – Try the Eggs in Purgatory.

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Morning Thoughts
March 2, 2026

Operation Epic Fury’ Strikes; Oil Surges 7-8%, Gold Soars, Global Stocks Plunge as Markets Price In Geopolitical Mayhem – But Stay Calm, This Too Shall Pass – Try the Penne Rigate

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Trader Talk
February 27, 2026

Trader Talk – Jerome Powell’s biggest Fed mistake?

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Morning Thoughts
February 27, 2026

AI Narrative Swings, Transports Surge on Real Economy Strength, While Block Slashes 40% of Workforce to Supercharge AI Future – Try the Swordfish

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Morning Thoughts
February 26, 2026

NVDA & CRM Beat But Fail to Ignite Rally as Terminal Value Fears Linger in AI/Software – Try the Pot Roast.

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Morning Thoughts
February 25, 2026

Panic to Opportunity: Dead Cat Bounce or Trendline Break? Mkts Await NVDA Earnings – Try the Creamy Sausage Soup

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Morning Thoughts
February 24, 2026

AI Disruption Hammers IBM, Gold Blasts Past $5,200, Trump to Take Capitol Hill, and NVDA is just 36 hrs Away – Try the Neapolitan Classic.

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Morning Thoughts

When Markets Bite Off More Than They Can Chew -“I ate it up and Spit it out’… – Try the Spaghetti Arrabbiatta

February 6, 2026
Morning Thoughts

When Love Turns to Liquidation — The Great Rotation Accelerates – Try the Classic Philly Cheesesteak

February 5, 2026
Trader Talk

Trader Talk – Why this bull market may be younger than you think

February 4, 2026
Morning Thoughts

From Tantrum to Euphoria to Panic — A Market Trapped in a Mid-Life Crisis – Try the Rigatoni

February 4, 2026
Press

Bloomberg Tech: SlateStone Wealth’s Dan Payne on Disney’s Path Forward

February 3, 2026
Morning Thoughts

Warsh Who? Strong Economic Data Drove the Mkt Higher – Try the Swordfish

February 3, 2026
Morning Thoughts

The Warsh Effect: A Monetary Policy Reset Shakes Markets – Try the Creamy Chicken Thighs

February 2, 2026
Morning Thoughts

Volatility Strikes Tech and now Precious Metals! AAPL does not Disappoint – Try the Pork Chops

January 30, 2026
Trader Talk

Trader Talk – AI isn’t a bubble but the real upside is shifting

January 29, 2026
Morning Thoughts

Markets Kiss 7,000, Fed Shrugs, Earnings Expose Perfection Risk – Try the Creamy Pesto Orzo

January 29, 2026
Morning Thoughts

S&P Charges Toward 7,000 as Earnings Deliver and Policy Noise Disrupts Healthcare – Try the Champagne Chicken

January 28, 2026
Morning Thoughts

Gold EXPLODES, Dollar Declines, Nat Gas Surges, Tech, Earnings and FED in the Spotlight – Try the Rigatoni Alla Vittorio

January 27, 2026
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Morning Thoughts

When Markets Bite Off More Than They Can Chew -“I ate it up and Spit it out’… – Try the Spaghetti Arrabbiatta

February 6, 2026
Morning Thoughts

When Love Turns to Liquidation — The Great Rotation Accelerates – Try the Classic Philly Cheesesteak

February 5, 2026
Trader Talk

Trader Talk – Why this bull market may be younger than you think

February 4, 2026
Morning Thoughts

From Tantrum to Euphoria to Panic — A Market Trapped in a Mid-Life Crisis – Try the Rigatoni

February 4, 2026
Press

Bloomberg Tech: SlateStone Wealth’s Dan Payne on Disney’s Path Forward

February 3, 2026
Morning Thoughts

Warsh Who? Strong Economic Data Drove the Mkt Higher – Try the Swordfish

February 3, 2026
Morning Thoughts

The Warsh Effect: A Monetary Policy Reset Shakes Markets – Try the Creamy Chicken Thighs

February 2, 2026
Morning Thoughts

Volatility Strikes Tech and now Precious Metals! AAPL does not Disappoint – Try the Pork Chops

January 30, 2026
Trader Talk

Trader Talk – AI isn’t a bubble but the real upside is shifting

January 29, 2026
Morning Thoughts

Markets Kiss 7,000, Fed Shrugs, Earnings Expose Perfection Risk – Try the Creamy Pesto Orzo

January 29, 2026
Morning Thoughts

S&P Charges Toward 7,000 as Earnings Deliver and Policy Noise Disrupts Healthcare – Try the Champagne Chicken

January 28, 2026
Morning Thoughts

Gold EXPLODES, Dollar Declines, Nat Gas Surges, Tech, Earnings and FED in the Spotlight – Try the Rigatoni Alla Vittorio

January 27, 2026

Our Views & Insights