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Morning Thoughts
Markets Take a Breather as Oil Rises on Geopolitical Risks; Strong Productivity Data Overlooked Ahead of Today’s NFP – Try the Scarapiello
August 7, 2026
Things you need to know Investors digest the recent rally. Oil pushed higher on renewed middle east concerns. Yields pushed…
Stocks Explode to Record Highs, Oil Plunges on Hormuz Hopes; Bessent Eyes Agreement “Today or Tomorrow” – Try the Linguine
August 5, 2026
Things you need to know Stocks EXPLODE – new highs all over the place. Bessent says – we should have…
Geopolitical Tensions Ease, Oil Drops & Stocks Surge, PLTR Crushes Earnings – Try the Lemon Herb Thighs w/White Wine, Capers and Roasted Potatoes
August 4, 2026
Things you need to know Geo-political issues take center stage – Iran is ready to play nice in the sandbox.…
The AI Fight Continues, Trump Calls off Action, Oil Drops & Futures Jump While the SpaceX Odyssey Navigates Earnings and the Lock-Up Strait – Try the Prosciutto E Melone
August 3, 2026
Things you need to know And the saga continues - It’s a split decision. Oil closed higher on Friday, but…
Stocks Rebound Hard as Semis Surge 8.5%, MSFT Adds $450B — AI Was Never Dead – Try the Risotto al Salto
July 31, 2026
Things you need to know Wait! What happened? Semi’s surged, MSFT adds $450 billion in value. RSI’s told the story.…
Stocks Tumble on Fed Uncertainty & Warsh’s No-Guidance Stance; MSFT Surges on Strong Results While META Stumbles on AI Spend – Try the Penne Alla Diavola
July 30, 2026
Things you need to know Kevy keeps his promise and promises nothing. Momo guys and algo’s throw a fit! SELL,…
Market Rotation Continues: Dow Surges on Broad Strength as Semis Sink, Oil Slides & MSFT/META Loom – Try the Thighs
July 29, 2026
Things you need to know The rotation continues. KO, SHW, IBM, JNJ, AMGN all lead the Dow higher. Oil was…
Tech Rotation Deepens, Blue Chips Rally; Extreme Bullishness Signal Flashes Warning Ahead of Mega-Earnings & FOMC Week – Try the Veal
July 27, 2026
Things you need to know Bull & Bear Indicator? What’s up with that? Tech continued to get sold, Blue chips…
Tech Gets Whacked, TSLA & GOOG Disappoint on AI Spend; Oil Surges Past $100, Yields Kiss 4.7% – Try the Summer Lemon Pasta
July 24, 2026
Here are the things you need to know Middle East Tensions Flare – Brent pierces $100/barrel, Houthi’s attack Saudi tankers…
Tech & Semis Surge 5%+ on Hedge Fund Seller Exhaustion – Markets Eye Big-Tech Earnings Amid Rising Oil and Bond Yields – Try the Porcini Rubbed Rib-Eye, Tagliata Style
July 22, 2026
Things you need to know Sellers have become exhausted, buyers take advantage. Stocks rally, bonds get hit, yields rise. Oil…
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Morning Thoughts