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Morning Thoughts

June 10, 2026
Morning Thoughts

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

June 9, 2026
Morning Thoughts

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 3, 2026
Morning Thoughts

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

June 2, 2026
Morning Thoughts

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 1, 2026
Morning Thoughts

June Opens Strong: Broader Market Participation Fuels Rally as Focus Shifts to NFP Amid Rising Oil & Geopolitical Jitters – Try the Sweet and Sour Chicken

May 29, 2026
Morning Thoughts

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

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Morning Thoughts