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Category:
Morning Thoughts
Warsh Who? Strong Economic Data Drove the Mkt Higher – Try the Swordfish
February 3, 2026
Things you need to know Eco data crushes any doubt of a slowdown. Early weakness turned to closing highs! PLTR…
The Warsh Effect: A Monetary Policy Reset Shakes Markets – Try the Creamy Chicken Thighs
February 2, 2026
Things you need to know Stocks decline, Precious Metals get Smoked, Warsh is the Pick. VIX surged, Dollar Ripped Higher,…
Volatility Strikes Tech and now Precious Metals! AAPL does not Disappoint – Try the Pork Chops
January 30, 2026
Things you need to know Tech gets hit – the momo guys run for the exits. Kevy Warsh is the…
Markets Kiss 7,000, Fed Shrugs, Earnings Expose Perfection Risk – Try the Creamy Pesto Orzo
January 29, 2026
Things you need to know Markets Churn as it digests the data. Fed stays on the sidelines – and Trump…
S&P Charges Toward 7,000 as Earnings Deliver and Policy Noise Disrupts Healthcare – Try the Champagne Chicken
January 28, 2026
Things you need to know S&P pushes toward the next millennium. Policy NOT profits drove the action in healthcare. Dollar…
Gold EXPLODES, Dollar Declines, Nat Gas Surges, Tech, Earnings and FED in the Spotlight – Try the Rigatoni Alla Vittorio
January 27, 2026
Things you need to know Commodities stole the show yesterday. Gold traded in 3 different centuries! Nat Gas up 30%.…
It’s a BIG Week! Earnings, the FED and Another Possible Shutdown – Try the Pasta Faggioli
January 26, 2026
Things you need to know Markets proved resilient despite the noise. This is a BIG week for earnings – Tech…
Noise Fades, SMIDs Surge, Gold Blasts Past $4,900, Fed Decision Next Week – Try the Steak Florentine.
January 23, 2026
Things you need to know The noise fades, investors go back to fundamentals. Risk appetite is alive and well –…
It was ALL noise, Markets are Roaring back, Denmark Say’s ‘Let’s Make a Deal’ – Try the Faggioli Cremosi
January 22, 2026
Things you need to know It was all NOISE. The lesson is timeless – invest in fundamentals. Oil steady, gold…
Global Selloff on Geopolitical Noise: S&P Breaches Support, Gold Hits New Highs—Fundamentals Remain Supportive for 2026 – Try the Risotto
January 21, 2026
Things you need to know Risk Off was headline driven, not fundamentally driven. Volatility spikes, stocks and bonds around the…
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Morning Thoughts