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Media
June 12, 2023
Carol Roth on the markets: ‘It’s very breakfast clubbish out there’
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Morning Thoughts
June 12, 2023
It’s TIME! Hike or Skip? The Bets are on…Try the Chicken Scallopini
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Media
June 9, 2023
Trump’s indictment could cause ‘short-term chaos’ in the markets: Kenny Polcari
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Morning Thoughts
June 9, 2023
The S&P Enters a new BULL Mkt! Recession Remains Elusive! – Try the Arugula Pesto
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Media
June 8, 2023
The markets show growth and hope: Kenny Polcari
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Morning Thoughts
June 8, 2023
Close but No Cigar – S&P Fails to Enter New Bull Market, Investors Re-allocate $ – Try the Swordfish w/Lemon Basil B…
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Morning Thoughts
June 6, 2023
Do I Really NEED It? Apple Unveils its latest Isolationist Product. Stocks Retreat – Try the Mussels Posillipo
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Media
June 5, 2023
Kenny Polcari predicts Fed will raise rates in July
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Morning Thoughts
June 5, 2023
The Hokey Pokey? RISK ON!, Saudi’s CUT, Oil up 2.6%/Try the Lemon Spaghetti w/Asparagus
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Morning Thoughts
Is Sentiment Changing?? Oil Heads Towards $120/Try the Apple Pie and Ice Cream
May 27, 2022
Morning Thoughts
High End Retailers – Tale of Two Cities – Try the Sausage Peppers, Onions and Mushrooms
May 26, 2022
Morning Thoughts
Eco Data Starting Show Cracks – Try the Ratatouille
May 25, 2022
Morning Thoughts
The Rally Fizzles, SNAP Snapped – Try the Simple Baby Back Ribs
May 24, 2022
Morning Thoughts
Stocks are UP (again), Joey Creates a Firestorm in China – Try the Short Rib Burgers
May 23, 2022
Morning Thoughts
It’s Friday and Stocks are in RALLY Mode – Try the Chicken Thighs w/Pancetta
May 20, 2022
Morning Thoughts
Now They Are Hitting The Stalwarts – Getting Closer to the End – Try the Mac & Cheese
May 19, 2022
Morning Thoughts
No Follow Thru on Monday – But it’s Turnaround Tuesday – Try the Scampi
May 17, 2022
Morning Thoughts
Is the Bottom in? Probably Not – Try the Puttanesca -not PUTIN-nesca!
May 16, 2022
Morning Thoughts
JJ Finally Admits What we all KNEW! – Try the Bran Muffins (to help regulate)
May 13, 2022
Morning Thoughts
CPI is NOT Peaking, It is Persistent – Try the Pasta, Butter, Eggs and Cheese
May 12, 2022
Morning Thoughts
Peaking is NOT Rolling Over and Dying – Try the Pork Loin
May 11, 2022
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Morning Thoughts
Is Sentiment Changing?? Oil Heads Towards $120/Try the Apple Pie and Ice Cream
May 27, 2022
Morning Thoughts
High End Retailers – Tale of Two Cities – Try the Sausage Peppers, Onions and Mushrooms
May 26, 2022
Morning Thoughts
Eco Data Starting Show Cracks – Try the Ratatouille
May 25, 2022
Morning Thoughts
The Rally Fizzles, SNAP Snapped – Try the Simple Baby Back Ribs
May 24, 2022
Morning Thoughts
Stocks are UP (again), Joey Creates a Firestorm in China – Try the Short Rib Burgers
May 23, 2022
Morning Thoughts
It’s Friday and Stocks are in RALLY Mode – Try the Chicken Thighs w/Pancetta
May 20, 2022
Morning Thoughts
Now They Are Hitting The Stalwarts – Getting Closer to the End – Try the Mac & Cheese
May 19, 2022
Morning Thoughts
No Follow Thru on Monday – But it’s Turnaround Tuesday – Try the Scampi
May 17, 2022
Morning Thoughts
Is the Bottom in? Probably Not – Try the Puttanesca -not PUTIN-nesca!
May 16, 2022
Morning Thoughts
JJ Finally Admits What we all KNEW! – Try the Bran Muffins (to help regulate)
May 13, 2022
Morning Thoughts
CPI is NOT Peaking, It is Persistent – Try the Pasta, Butter, Eggs and Cheese
May 12, 2022
Morning Thoughts
Peaking is NOT Rolling Over and Dying – Try the Pork Loin
May 11, 2022
Our Views & Insights