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Morning Thoughts
Market Whiplash: China Rare Earths Flex Ignites Selloff, But Bank Earnings and AI Boost Spark Rebound – Try the Gnocchi
October 16, 2025
Things You Need to Know I was away – celebrating my anniversary! What did I miss??? Oh boy – China…
AI Bubble Warnings Echo as Stocks Dip: Oracle’s Thin Margins, Bravo’s Alarm, and ‘Manic Zone’ Sentiment Signal Toppy Vibes Amid Shutdown Stalemate – Try the Puttanesca
October 8, 2025
Things You Need to Know Hmmm – Is there trouble brewing at ORCL? Orlando Bravo sounds the alarm…. Bloomberg Intel…
AMD and OpenAI Announce Strategic Partnership, Markets Ignore DC, Stocks Rise – Try the Pink Sauce
October 7, 2025
Things You Need to Know OpenAI and AMD are engaged! Investors celebrate! Call Options in AMD surged – on FRIDAY!…
Markets Shrug Off Shutdown Fears as Tech Frenzy Fuels Rally, CAT Surges on AI Power Play – Try the Swordfish Siciliana
October 3, 2025
Things You Need to Know Gov’t shutdown? Don’t be ridiculous – Stocks push higher. OpenAI – sparks even more interest…
Markets Shrug Off Gov’t Shutdown, ADP Shocks the Narrative & Fuels Stock Surge, Bond Yields Dip, and Healthcare Soars – Try the Pumpkin Cream Sausage Pasta
October 2, 2025
Things You Need to Know Gov’t shuts down – ADP goes negative and Stocks Surge to new highs. Bonds rose…
Weebles Wobble, Markets Tumble: Government Shutdown Sparks Sell-Off as Q4 Begins – Try the Brisket Sliders
October 1, 2025
Things You Need to Know Classic Toy Slogan for $1000? Gov’t Shuts Down – Futures Slide! History suggests Opportunity. It…
Clowns in DC, Elephants in the Room – Markets Shrug as Q3 Closes – Try the Chicken Tzatziki Meatballs
September 30, 2025
Things You Need to Know We are only hours away from the end of the 3rd qtr. Gov’t is on the…
September Defies History as Stocks Soar to Record Highs, Setting Stage for October Pullback – Try the Roast Pork Loin w/Peaches and Honey
September 29, 2025
Things You Need to Know September has been the stunner of the year – stocks look like they will close…
Markets Dips Amid Strong Economic Data and Inflation Concerns, More Data Today – Try the Cacio & Pepe
September 26, 2025
Things You Need to Know OMG – stocks sold off again! Someone call the police! Lots of strong eco data…
Stocks Slip as Bank of America Warns of ‘Statistically Expensive’ Markets, but Quarter-End Rally Likely to Hold – Try the Chicken Capriccioso
September 25, 2025
Things You Need to Know Stocks back off a bit more. BankAmerica is also warning of ‘statistically expensive levels’. Will…
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Morning Thoughts