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
Markets Test Tech Conviction as Micron Earnings Loom; AI Rotation Takes Hold – Try the Buccatini Amatraciana
June 23, 2026
Things you need to know Markets are about to get tested – Tech under global pressure. MU – announces earnings…
RISK ON” GLOBAL RELIEF RALLY: Trump-Iran Deal Sparks Massive Tech & AI Surge, Oil Plunges, Gold Soars, and All Eyes Turn to Kevin Warsh’s First FOMC Presser – Try the Champagne Chicken
June 16, 2026
Things you need to know Trump announces a deal with Iran and Markets around the world celebrate. It was RISK…
Geopolitics + Hot CPI Jitters Hammer Tech, But Diversification Saves the Day — SpaceX IPO Frenzy Looms – Try the Penne Alla Vodka
June 10, 2026
Things you need to know The middle east heats up again – Iran targets the US and its neighbors. CPI…
Tech & AI Snap Back After Brutal One-Two Punch — Strong Jobs, Rising Yields, and Rotation Shakeout Set the Stage for This Week’s CPI/PPI Test – Try the Pork Cutlets
June 9, 2026
Things you need to know Markets attempt to recover from Friday’s beat down. Bonds lower, while yields continue to trade…
Bulls Charge. Geopolitical Tensions rise and Elon Skips the Foreplay and Goes Straight to the Entree! – Try the Risotto
June 3, 2026
Things you need to know The S&P and Equal Weight S&P notch new highs….now that’s interesting. Iran? Yes? No? What’s…
Tech & AI Surge to Fresh Records, But Narrow Breadth and Sticky Prices Spark Caution; Markets at the Highs, Leadership Extremely Narrow – Try the Pasta Alla Gricia
June 2, 2026
Things you need to know Stocks start the month on a plus tick. NVDA again stuns the crowd – Agentic…
June Opens Strong: Broader Market Participation Fuels Rally as Focus Shifts to NFP Amid Rising Oil & Geopolitical Jitters – Try the Sweet and Sour Chicken
June 1, 2026
Things you need to know It’s another new month and stocks are celebrating. Earnings season is over the next catalyst…
Mag 7 Lifts Markets While Iran ‘Oil-for-Time’ Deal Sets the Clock, Hot PCE, and Thin Breadth Set the Trap – Try the Fettuccini alla Pappalina
May 29, 2026
Things you need to know S&P and Nasdaq kiss another new high. A new 60 day ceasefire is at hand.…
Markets Push Higher Again as ‘FEMO’ Overpowers Oil Chaos & Middle East Missiles – Try the Sausage, Peppers and Onions
May 28, 2026
Things you need to know And the push continues even as the headlines remain conflicted. The Strait is still closed,…
UBS Upgrade Causes MU to EXPLODE, Drags Semis & AI Stocks to New Records as Peace Headlines Ease Oil & Inflation Fears – Try the Umbrian Mussels
May 27, 2026
Things you need to know Geo-political news sends stocks higher UBS upgrade causes MU to EXPLODE – taking the whole…
1
2
3
…
136
→
Morning Thoughts