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Morning Thoughts

Geopolitics + Hot CPI Jitters Hammer Tech, But Diversification Saves the Day — SpaceX IPO Frenzy Looms – Try the Penne Alla Vodka

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

Bulls Charge. Geopolitical Tensions rise and Elon Skips the Foreplay and Goes Straight to the Entree! – Try the Risotto

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
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