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Morning Thoughts
Iran Strikes & Strait Tensions Ignite Oil Surge as the AI Trade Feels Exhausted, the Rotation Accelerates – Try the Ribollita
Tech Rally Fades Fast: Samsung Beats Big But Fails to Wow — AI Expectations Hit Reality as Yields Climb Back into Danger Zone – Try the Classic Panzanella Salad
Tech & Mag 7 Take Hit on Soft June NFP Data, Value, Defensives, and Broader Market Catch a Bid – The Bar is High for Earnings Season, Trump Accts Launch Today – Try the Caciacavallo all’Argentiera
Markets Rotate Amid CAT Pullback on Burry Shorts – AI Thesis Intact, Volatility Expected on NFP Day – Try the Grilled Rib-Eye
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