Skip to main content
Skip to footer
Home
Our Firm
Life Guidance
Custom Asset Management
Private Client
Women & Wealth
Views & Insights
Contact Us
Client Login
Fidelity Investments
Wealth Management System
Blackdiamond
Charles
Schwab
Charles
Schwab 529
Home
Our Firm
Life Guidance
Custom Asset Management
Private Client
Women & Wealth
Views & Insights
Contact Us
Client Login
Fidelity Investments
Wealth Management System
Blackdiamond
Charles
Schwab
Charles
Schwab 529
Category:
Morning Thoughts
Too Comfortable, Too Complacent, Too Frothy. Bonds Penetrate the Danger Zone, Yields Surge and Stocks Get Whacked! – Try the Alaskan Black Cod
May 18, 2026
Things you need to know The Momo crowd gets nervous. Bonds get whacked, Yield surge. Oil up, the VIX up.…
S&P Smashes to 7501 & Dow Tops 50,000 as AI Ecosystem Rally Rolls On — But Narrow Breadth & Rising VIX Warn of Profit-Taking – Try the Veal Meatballs
May 15, 2026
Things you need to know S&P enters another new century! Dow crosses 50K. New Highs/New Lows – pay attention to…
AI Momentum Defies Scorching PPI & Surging Yields: S&P & Nasdaq Hit Fresh Record Highs as Bond Market Rings Alarm – Try the Pasta Norma
May 14, 2026
Things you need to know PPI is scorching hot, yet S&P and Nasdaq print new highs. Bond Yields surge…Treasury sells…
CPI Hotter Than Expected at 3.8% — Inflation Reaccelerates as Oil Tops $102 and Yields Hit Danger Zone – Try the Pork Loin
May 13, 2026
Things you need to know CPI was HOTTER today we get PPI…. Sit tight. S&P, Nasdaq and Russell ends lower…
AI Euphoria Drives Narrow New Highs as Hot CPI Looms, Yields Rise, and Geo Tensions Escalate – Try the Baked Cod
May 12, 2026
Things you need to know S&P pierces 7400! Nasdaq and Russell print new highs too. Do Up volumes and Down…
Markets Ignore Hot Jobs, Celebrate Soft Wages — Geopolitical Risks Return Ahead of CPI – Try the Tortiglione
May 11, 2026
Things you need to know NFP comes in strong but WAGES were the KEY. Is it Wage/Push or Cost/Pull inflation?…
Markets Melt-Up on “HOPE” of US-Iran Deal — Oil Falls by 6%, Bonds and Gold Surge, Yields and VIX Fall – Try Papa Richard’s El Camino Cheese Steak. Kenny Polcari
May 7, 2026
Things you need to know Remember – HOPE is not a strategy. It was RISK ON after headlines suggest a…
Global Risk-On, Europe +2%, Asia Higher, US Futures on FIRE, Yields Drop, Gold Surges, Oil Drops ALL on HOPE – Try the Steak Pizzaiola
May 6, 2026
Things you need to know Stocks anticipated the headlines – the S&P & Nasdaq print new highs. Media announces a…
Markets Reel as Oil Surges on Strait of Hormuz Tensions — Dow & Transports Take the Brunt – Try the Creamy Chicken Breasts
May 5, 2026
Things you need to know Dow and Transports fell the pain. VIX surges by nearly 8%. Yields up, bonds down,…
Tech Mega-Caps Power New Highs as Dow/Transports Diverge – Selective Rally Meets Sticky Inflation, Low VIX & Iran Uncertainty – Try the Italian Thighs
May 4, 2026
Things you need to know Stocks continue to advance, S&P, Nasdaq & Russell all in overbot territory. Dow and Transports…
1
2
3
…
134
→
Morning Thoughts