Our Views & Insights 

Morning Thoughts
May 2, 2023

Jamie ‘Wins’ – and JPM Gets Even Bigger, Janet Warns of Another Crisis – Try the Cavatappi

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Morning Thoughts
May 1, 2023

Stocks Continue to Push Higher…But are they Tired Yet? Try the Orrechiette & Baby Clams in a Champagne Sauce

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Morning Thoughts
April 28, 2023

AMZN BEATS but WARNS of the Cloud – XOM, CVX Due Today – Try the Eggs in Purgatory

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Morning Thoughts
April 27, 2023

Tech Fails to Support the Broader Mkt…Try the Spaghetti w/Asparagus and Pancetta

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Morning Thoughts
April 26, 2023

Stocks Finally React and they get Whacked, GOOG Beats (Pichai Payday was the Clue) – Try the Seared Scallops

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Morning Thoughts
April 24, 2023

Some Big Tech’s Report This Week, FED in Lockdown Mode, Big Negative Bets in the 10 yr. Try the Shells w/Sausage and Peas

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Morning Thoughts
April 21, 2023

Been a Long Week, Keep your Eyes on the VIX – Try the Easy Pork Loin

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Morning Thoughts
April 20, 2023

Stocks Stuggle for Direction…Central Banks Hint at MORE Hikes – Try the Short Rib Ragu over Pappardelle

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Morning Thoughts
April 19, 2023

Markets Appear to be Tiring, Hints of Ongoing Hikes a Real Risk – Try the Steak Florentine

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Morning Thoughts

Musk ignites Excitement – But What Does it Really Mean for Mkts?-Try the Chicken Scampi

April 5, 2022
Morning Thoughts

Treasury Curve Inverts Across the Spectrum – Try the Spaghetti w/Leeks & Pancetta

April 4, 2022
Morning Thoughts

Goodbye 1st Qtr, Don’t let the Door hit you on the way out – Try the Grilled Shrimp on a bed of Orzo

April 1, 2022
Morning Thoughts

It’s Quarter End, Vlad Refuses a Cease Fire and Joey Announces an SPR Release – Try the Veal Rollatini

March 31, 2022
Morning Thoughts

“Thank you Sir, May I have Another…..” – Try the Farfalle…

March 29, 2022
Morning Thoughts

Stocks Kiss 4560 (almost) and find Resistance – Try the Short Ribs

March 28, 2022
Morning Thoughts

West Comes Down Hard on Vlad, Stocks Rally – Try the Spring Minestrone

March 25, 2022
Morning Thoughts

Stocks Remain Anxious, New Home Sales Fall as Rates Rise – Try the Risotto

March 24, 2022
Morning Thoughts

Jay Says More and Stocks Go Higher While Bonds Get Smashed – Try the Rigatoni

March 23, 2022
Morning Thoughts

Say It Ain’t So!  – Try the Champagne Chicken Breasts

March 22, 2022
Morning Thoughts

Stocks End Strong; Oil Pushing $109/barrel – Try the Pork Chop Pizzaiola

March 21, 2022
Morning Thoughts

Bank of England Raises Rates for the 3rd time, OIL Trading at $104.50 – Try the Chilean Sea Bass in Sherry Cream

March 18, 2022
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Morning Thoughts

Musk ignites Excitement – But What Does it Really Mean for Mkts?-Try the Chicken Scampi

April 5, 2022
Morning Thoughts

Treasury Curve Inverts Across the Spectrum – Try the Spaghetti w/Leeks & Pancetta

April 4, 2022
Morning Thoughts

Goodbye 1st Qtr, Don’t let the Door hit you on the way out – Try the Grilled Shrimp on a bed of Orzo

April 1, 2022
Morning Thoughts

It’s Quarter End, Vlad Refuses a Cease Fire and Joey Announces an SPR Release – Try the Veal Rollatini

March 31, 2022
Morning Thoughts

“Thank you Sir, May I have Another…..” – Try the Farfalle…

March 29, 2022
Morning Thoughts

Stocks Kiss 4560 (almost) and find Resistance – Try the Short Ribs

March 28, 2022
Morning Thoughts

West Comes Down Hard on Vlad, Stocks Rally – Try the Spring Minestrone

March 25, 2022
Morning Thoughts

Stocks Remain Anxious, New Home Sales Fall as Rates Rise – Try the Risotto

March 24, 2022
Morning Thoughts

Jay Says More and Stocks Go Higher While Bonds Get Smashed – Try the Rigatoni

March 23, 2022
Morning Thoughts

Say It Ain’t So!  – Try the Champagne Chicken Breasts

March 22, 2022
Morning Thoughts

Stocks End Strong; Oil Pushing $109/barrel – Try the Pork Chop Pizzaiola

March 21, 2022
Morning Thoughts

Bank of England Raises Rates for the 3rd time, OIL Trading at $104.50 – Try the Chilean Sea Bass in Sherry Cream

March 18, 2022

Our Views & Insights