Skip to main content
Skip to footer
Home
Our Firm
Life Guidance
Custom Asset Management
Private Client
Women & Wealth
Views & Insights
Contact Us
Client Login
Fidelity Investments
Wealth Management System
Blackdiamond
Charles
Schwab
Charles
Schwab 529
Home
Our Firm
Life Guidance
Custom Asset Management
Private Client
Women & Wealth
Views & Insights
Contact Us
Client Login
Fidelity Investments
Wealth Management System
Blackdiamond
Charles
Schwab
Charles
Schwab 529
Category:
Morning Thoughts
Oil Drops, Yields Ease, and It’s Risk, All Eyes on NVDA – Try the Grilled Lobster Tails.
August 26, 2026
Things You Need to Know Oil falls, bonds rise, yields fall and it’s RISK on! While the conflict is not…
Markets Cautious Ahead of NVDA Earnings as AI Server Costs Surge and Iran Sanctions Escalate – Try the Penne Alla Vodka
August 25, 2026
Things You Need to Know NVDA powered AI servers getting more expensive. Semis’ and Memory stocks got whacked. Scotty presents…
Bessent Bounce Fades Fast: Markets Reject Treasury Buybacks as Yields Rebound and Fiscal Concerns Mount – Try the Mac & Cheese
August 21, 2026
Things you need to know Scotty’s ‘magic’ lasted 24 hrs. Mkt says – Slow Down Big Boy. Monday is Economic…
Treasury Pulls a FAST One and Doubles Long-End Buybacks, Temporary Technical Relief, Fundamentals Unchanged – Try the Herb Roasted Pork Loin
August 20, 2026
Things you need to know Scotty Changed the technicals, not the fundamentals. Fed Mins revealed more members were hawkish. Oil…
Danger Will Robinson: Rising Bond Yields Crush Semis and Force AI Valuation Reset – Try the Classic Marry Me Chicken
August 19, 2026
Things you need to know The bond market is speaking – is anyone listening? Semi’s get clocked….It’s the whole valuation…
Bonds in the Danger Zone: Global Yields Surge, Oil Climbs Above $90, Stocks Lose as Iran Standoff Drags On – Try the Chicken Provencal
August 18, 2026
Things you need to know Global bond markets are screaming. Oil is adding fuel to the fire and stocks are…
Soft Consumer Data Complicates the “Bad News Is Good News” Trade as Markets Consolidate Near Record Highs – Try the Lemon Ricotta Rigatoni w/Arugula
August 17, 2026
Things you need to know Retail Sales suggest the Consumer is ‘weakening’. U of Mich suggests Americans are disillusioned. Bonds…
S&P Hits Fresh Record as Cooler PPI Headline Slashes Sept. Rate-Hike Odds – Try the Bucatini
August 14, 2026
Things you need to know PPI says two things… Bonds rallied, but yields remain ‘elevated’. Issuance is an issue. Oil…
Markets Stuck in a Loop: Geopolitics, Oil and the Fed Keep Stocks Churning Ahead of CPI – Try the Pork Chop Pizzaiola
August 12, 2026
Things you need to know The churn continues for stocks, bonds, oil and gold. CPI today, PPI tomorrow – I…
Oil Surges >5% on Iran Standoff as Yields Rise, Rate-Hike Odds Rebound Ahead of CPI – Try the Puttanesca
August 11, 2026
Things you need to know Stocks spent most of Monday looking for direction after Friday’s record-setting performance — the Dow…
←
1
2
3
4
…
140
→
Morning Thoughts