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Media
June 22, 2023
Lab-grown chicken gets the green light
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Morning Thoughts
June 21, 2023
JJ Takes on Capitol Hill; Investors Await – Try the Puttanesca
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Morning Thoughts
June 20, 2023
Has The Pullback Begun? End of Qtr Window Dressing, JJ on the Hill – Try the Greek Style Shrimp
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Media
June 16, 2023
Investors ‘have to have exposure to AI’: Kenny Polcari
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Morning Thoughts
June 16, 2023
Mamma Mia! Do Trees Just Grow to the Sky? Stocks Advance -Try the Sicilian Linguine and Clams
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Media
June 15, 2023
Nervous investors should look at contra trades: Kenny Polcari
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Morning Thoughts
June 15, 2023
Fed SKIPS but Remains HAWKISH – Try the Pork Cutlet Milanese
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Morning Thoughts
June 14, 2023
CPI was Dressed to Impress, will PPI do the Same? Can JJ Sound Neutral? – Try the Chicken in a Lemon/Walnut sauce
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Media
June 14, 2023
Fed doesn’t have the guts to hike rates two more times in 2023: Kenny Polcari
Read More
Morning Thoughts
Fed Gov Waller Throws Gas on the Fire – Try the Soft Shell Crabs
May 31, 2022
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
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Morning Thoughts
Fed Gov Waller Throws Gas on the Fire – Try the Soft Shell Crabs
May 31, 2022
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
Our Views & Insights