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Morning Thoughts
Muse Unleashes Agentic AI Frenzy: Nasdaq Hits Record High While Mega-Caps Do All the Heavy Lifting – Try the Ditalini
September 22, 2026
Things You Need to Know Tech powers the Nasdaq to a new all time closing high. META’s MUSE taking center…
Risk-On Rebound: Oil Slides, Yields Ease, and Growth Names Come Roaring Back – Try the Linguine Puttanesca
September 18, 2026
Things You Need to Know Wow, what a difference 17 hrs makes! Oil declines, yields decline and it was Risk…
Kevy Hiked, The Market Got Hit, Then Investors Slept on it, Stocks Rally – Try the Halibut
September 17, 2026
Things You Need to Know And we’re off – Fed Hikes, Mkts Retreat. Oil is down this morning, 10 yr…
Fed Day: 10-Year at 5%, Oil Over $100 — and a Case to Hold – Try the Steak Florentine
September 16, 2026
Things you need to know It’s FED Day – T-5 hrs. Bond yields hugging 5% on the 10 yr…Mortgages at…
Oil Stays Hot, Yields Kiss 5%, AI Gets Tested — Fed Decision Looms – Try the Scarpiello with HOT Cherry Peppers
September 14, 2026
Things you need to know Oil and Inflation are not going away. 10 yr Yields kiss 5%. More unrest in…
25 YEARS LATER — THE BATTLE CONTINUES
September 11, 2026
Good morning. Before we talk about markets this morning, I want to (need to) acknowledge what today is. Twenty-five years…
Storm Brewing: Oil Punches $97, Bonds Force Higher Yields, and Will Today’s 30-Year Auction Meets a Hot PPI? – Try the Spaghetti Alio e Olio
September 10, 2026
Things You Need to Know Bond auction went well? Let’s discuss. Today is the 30 yr. Oil continues to surge…
Oil Hits $95, Diesel $6 as 10-Year Yields Push Further into the Danger Zone Ahead of $39B Auction – Try the Cremita de Maiz
September 9, 2026
Things You Need to Know Well, it’s happening…Oil is kissing $95/barrel and likely gonna test $100. Diesel is now $6/gal…
Jobs Blowout Meets Oil Shock: Bonds Sell Off as Fed Remains Between a Rock & Hard Place – Try the Mahogany Chicken
September 8, 2026
Things You Need to Know Welcome back to reality. Oil up, bond yields up, Gold down The middle east tension…
Warsh: “We Have Work to Do” — Traders Price In a September Hike, Gold Gets Punched – Try the Fettuccine E Salmone
August 31, 2026
Things You Need to Know Just a personal note – my daughter is getting married this weekend – and I…
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Morning Thoughts