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Morning Thoughts

October 19, 2026
Morning Thoughts

Tech Gets Punched, AI Debt Fears Grow, Oil Pierces $100 Forcing a Flight to Value – Try the Lemon Chicken

October 15, 2026
Morning Thoughts

Inflation Wakes Up the VIX—Stocks Get Slammed, Bonds Get Slammed and Then Reverse Course – Try the Bologna Sandwich

October 14, 2026
Morning Thoughts

The Banks Made Billions, So Why Weren’t Investors Impressed? CPI at 8:30! – Try the Pork Chops.

October 12, 2026
Morning Thoughts

Betting on Earnings — Now Corporate America Has to Deliver – Try the Cavatappi

October 9, 2026
Morning Thoughts

OpenAI Revenue Whiplash: Tech Sours, Then Sweetens as Yields and Oil Keep the Tension High – Try the Sweet and Sour Chicken

October 8, 2026
Morning Thoughts

Stocks Under Pressure as Yields Push Higher, 30 yr Bond Auction at 1 pm – Try the Rigatoni ai Tre Pomodori

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Morning Thoughts