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Morning Thoughts

October 28, 2026
Morning Thoughts

AI Money Pours In: Tech Rallies Ahead of MSFT, GOOG Earnings as Fed Holds and Consumer Confidence Surprises – Try the Pumpkin Risotto

October 26, 2026
Morning Thoughts

Oil Surge Fuels Inflation Fears as Stocks Test Key Support Ahead of Fed Decision and Midterms – Try Weta’s Oatmeal

October 23, 2026
Morning Thoughts

“I Feel the Earth Move’ (under the AI trade!), Bonds Surge, Gold Falls – Try the Drunken Spaghetti

October 22, 2026
Morning Thoughts

Tech Rally Fades Fast, AI Doubts, and Middle East Alert Triggers Global Weakness – Try the Linguine with Artichokes & Pancetta.

October 21, 2026
Morning Thoughts

Value, Defensives & SMID’s Power the Rally While AI Spending Debate Continues; SPCX Crushed it, META on Deck – Try the Flank Steak

October 20, 2026
Morning Thoughts

Not 1987: Dip Buyers Return as Black Monday Anniversary Passes Quietly – Try the Pastina al Pomodoro

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Morning Thoughts