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Morning Thoughts
Nicky and Cilia Visit Rikers, Venezuelans Celebrate, Markets Around the World Rally – Try the Cavatappi.
January 5, 2026
Things You Need to Know Geo-Politics are now front and center again – this time in the Western Hemisphere. Capital…
It’s 2026 and Stocks Rise, Gold Hits $4,391, Oil up, Crypto’s up, Bonds Steady. 2026 Themes Dominate the Headlines – Try the Shepherds Pie.
January 2, 2026
Things You Need to Know Markets begin 2026 on a positive note. Stocks are up around the world. Gold is…
Closing the Books on 2025: Gratitude, Perspective, and the Lessons Learned – Try the Ricotta Coffee Cream
December 31, 2025
Things You Need to Know Another year has come and gone, and I want to say thank you. Thank you…
Thin Tape, Minor Noise: Modest Declines as we Close 2025 – Try the New Year’s Eve Veal Osso Bucco
December 30, 2025
Things You Need to Know Stocks pullback – but it is not a signal change. Precious metals suffer some profit…
S&P 500 Eyes 7000 in Thin Holiday Trading as Year-End Window Dressing Looms – Try the Potato & Eggs
December 29, 2025
Things You Need to Know Stocks are churning, the path of least resistance is UP. S&P 7000? Bonds stable, Oil…
Markets Say Ho Ho Ho: Stocks Advance, Gold makes new High, S&P Teases Record Levels – Try the Candied Almonds
December 23, 2025
Things You Need to Know On Dasher, On Dancer, On Prancer and Vixen….. On Financials, Industrials, On Transports and Tech……
Markets Kiss 6834 – Next Stop: 6922… or will Santa push us to 7000? – Try the Maltagliati Pasta
December 22, 2025
Things You Need to Know Quadruple Witching was NOISE, not a signal. Tech takes the lead again and that theme…
From Cooling Inflation to Fusion Power: Stocks Push Higher – Try the Italian Wedding Soup
December 19, 2025
Things You Need to Know CPI better or not? There are some skeptics…. MU, OpenAI and DJT all point to…
From Growth to Risk: Trendlines Break as Markets Reprice the AI Trade – Try the Butterscotch Clusters
December 18, 2025
Things You Need to Know Tech weakness is no longer about valuation – it’s about risk. So, the market is…
Cooling, Not Cracking: The Economy Is Normalizing — and Markets Are Handling It Just Fine – Try the Veal Osso Bucco
December 17, 2025
Things You Need to Know Labor mkt cools – exactly as expected. Markets churn they are not breaking. Nicky Maduro…
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Morning Thoughts