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Morning Thoughts
Stocks Under Pressure as Yields Push Higher, 30 yr Bond Auction at 1 pm – Try the Rigatoni ai Tre Pomodori
October 8, 2026
Things You Need to Know Stocks Sold off and they are headed lower again today. Bond yields continue to push…
Record Highs, Narrow Shoulders: Tech Carries the S&P While Half the Market Stays Behind – Try the Risotto Siciliana
October 7, 2026
Things You Need to Know S&P & Nasdaq break out to new highs The bulk of the market remains under…
Stocks Kiss the Highs While Bonds Turn Up the Heat — Caveat Emptor – Try the Veal
October 6, 2026
Things You Need to Know Stocks advanced again yesterday as investors, traders and algos decided that the ‘expected’ strong earnings…
NFP Misses, Stocks Cheer, Bonds Push Back — And Now France Adds to the Drama – Try the French Onion Soup
October 5, 2026
Things You Need to Know NFP misses expectations…. Unemployment ticks up. Investors are now betting on NO rate hike at…
Bonds Blinked, Stocks Bounce But Inflation Won’t Quit – Try the Rigatoni
October 2, 2026
Things You Need to Know Bond yields retreated! And stocks ended the day higher! Oil up. Gold steady. Eco reports…
Cooler Inflation, Hotter Yields—Wall Street’s Rally Gets Ambushed at Qtr End – Try the Pasta and Peas
October 1, 2026
Things You Need to Know It’s the end of the 3rd Qtr! Stocks closed lower. Bond yields at 19 yr…
Bond Yields Kiss 5.29% – How High Do They Go Before Something Breaks? – Try the Pastina Amore
September 30, 2026
Things you need to know Stocks continue to come under pressure. 10 yr bond yields push towards 5.3%. Oil plunges…
Headlines Said Flat. Equal Weight Said Otherwise,Yields Jump Above 5.20%, Oil Climbs, Gold Fades – Try the Pumpkin, Butternut Risotto
September 25, 2026
Things you need to know Equal Weight tells you what really happened. Bond yields surge again, Oil up, Gold down.…
SURPRISE! Complacency Gets Whacked as Strong Data, a Flopped 5-Year Auction and an Oil Spike Send Yields, VIX and Stocks Reeling – Try the Penne with Pumpkin Cream
September 24, 2026
Things You Need to Know Surprise – just when you think nothing can go wrong! Eco data comes in strong.…
Nasdaq Hits Another Record Close, AI Splits the Tape—Chips Surge, “Inertia” Stocks Get Hit, Oil Down, Bonds Steady – Try the T-Bone
September 23, 2026
Things You Need to Know And the push is on…Nasdaq makes another new closing high. The AI beneficiary list is…
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Morning Thoughts