Our Views & Insights 

Morning Thoughts
September 26, 2023

Bonds Yields Mimic the Energizer Bunny – They Just Don’t Quit/Try the Pumpkin/Butternut Squash Risotto.

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Morning Thoughts
September 25, 2023

Investors Remain Skittish – How High Will Yields Go? Chaos on Capitol Hill/Try the Thin Spaghetti w/Ricotta & Spinach

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Media
September 22, 2023

UAW strike, looming government shutdown is keeping market ‘under pressure’: Kenny Polcari

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Morning Thoughts
September 22, 2023

Risk Off is Alive and Well, 10 Yr Yields Kiss 4.49%/Try the Scampi

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Media
September 21, 2023

Cisco buys cybersecurity company Splunk for $28 billion

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Morning Thoughts
September 21, 2023

The FED Pauses (Yawn), but Remains Hawkish, Risk Off, Yields UP- Try the Greek Filet of Sole.

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Media
September 20, 2023

Fed caused inflation crisis, they’ve ‘lucked out’ so far

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Morning Thoughts
September 20, 2023

Get Ready for 2 pm…..It Hinges on What JJ Says vs. What he Does – Try the Eggplant Caponata.

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Morning Thoughts
September 19, 2023

Stocks Churn, Oil Surges, UAW Still Out and CART goes Public – Try the Escarole and Beans.

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Morning Thoughts

Inflation and Earnings…Bring in the Clowns – Try the Braised Short Ribs

October 10, 2022
Morning Thoughts

Semi’s Under Pressure, Pot Stocks Surge – Try the Tuscan Bean Soup

October 7, 2022
Morning Thoughts

OPEC tells Joey to Shove it……… – Try the Pasta Carbonara

October 6, 2022
Morning Thoughts

Is that all you got?  2 day rally? – Try Fantasia’s Shrimp Scampi

October 5, 2022
Morning Thoughts

4th Qtr RALLY!  Investors Bet on A Pivot!/Try the Baby Stuffed Pumpkins.

October 4, 2022
Morning Thoughts

UK doubles Down; CS down 12%; Stocks Struggle – Try the Pasta Faggioli

October 3, 2022
Morning Thoughts

QC – Quantitative Confusion!  – Try the Potato & Eggs

September 28, 2022
Morning Thoughts

Goldman says ‘its time to SELL’ (contra indicator) – Try the Thighs

September 27, 2022
Morning Thoughts

Dow Theory Triggered, S&P to re-test June Low? – Try the Garganelli

September 26, 2022
Morning Thoughts

Investors continue to Re-Price Risk – Try the Penne Rigate

September 23, 2022
Morning Thoughts

JJ Makes it Clear AGAIN – Try the Veal Scallopini

September 22, 2022
Morning Thoughts

Futures Point Higher…FED to raise by 75 bps – Try the Linguine Arrabiata

September 21, 2022
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Morning Thoughts

Inflation and Earnings…Bring in the Clowns – Try the Braised Short Ribs

October 10, 2022
Morning Thoughts

Semi’s Under Pressure, Pot Stocks Surge – Try the Tuscan Bean Soup

October 7, 2022
Morning Thoughts

OPEC tells Joey to Shove it……… – Try the Pasta Carbonara

October 6, 2022
Morning Thoughts

Is that all you got?  2 day rally? – Try Fantasia’s Shrimp Scampi

October 5, 2022
Morning Thoughts

4th Qtr RALLY!  Investors Bet on A Pivot!/Try the Baby Stuffed Pumpkins.

October 4, 2022
Morning Thoughts

UK doubles Down; CS down 12%; Stocks Struggle – Try the Pasta Faggioli

October 3, 2022
Morning Thoughts

QC – Quantitative Confusion!  – Try the Potato & Eggs

September 28, 2022
Morning Thoughts

Goldman says ‘its time to SELL’ (contra indicator) – Try the Thighs

September 27, 2022
Morning Thoughts

Dow Theory Triggered, S&P to re-test June Low? – Try the Garganelli

September 26, 2022
Morning Thoughts

Investors continue to Re-Price Risk – Try the Penne Rigate

September 23, 2022
Morning Thoughts

JJ Makes it Clear AGAIN – Try the Veal Scallopini

September 22, 2022
Morning Thoughts

Futures Point Higher…FED to raise by 75 bps – Try the Linguine Arrabiata

September 21, 2022

Our Views & Insights