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Morning Thoughts
Oil Swings $5, Yields Spike, Hedge Funds Bail — But Institutions Hold Firm as Markets Stay Anxious, Not Broken – Try the Dover Sole Meuniere
Semis Slam into Bear Market as “Sell the News” Hits TSMC, Netflix & AI Sector – Try the Calabrian Shrimp Scampi
PPI Surprise Fuels Rally, Rate-Hike Odds Plunge, Tech Rotates and ‘Good’ Earnings Fall Short – Try the Caccio & Pepe con Fiche
IBM’s Crashes (and Burns) Wiping Out $69B, Banks Deliver Record Profits and CPI Cools Faster Than Expected – Try the Risotto
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