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Morning Thoughts
Stocks Explode Higher on Strong Earnings as Oil Pulls Back on Demand Destruction – Not Peace – Try the Spring Pasta
May 1, 2026
Things you need to know Stocks surge, the Momo guys are getting FOMO’ized. Oil pulls back – but it’s not…
Oil Surges to $108+, Iran Standoff Intensifies, Trump Eyes “All Options” — Big Tech Mostly Delivers, Echoes of 1980 Grow Louder – Try the AAPL Pie!
April 30, 2026
Things you need to know Oil keeps marching higher, Trump now considering ‘all options’. Meta disappoints, but MSFT, AMZN, &…
Tech Gets Whacked on OpenAI Warning, Oil Surges Past $103, Big Tech Earnings Loom – Try the Brown Butter Parmegiana Pasta
April 29, 2026
Things you need to know Tech gets punched in the face – WSJ ignites a fire! Is OpenAi the canary…
Narrow Rally, Rising Risks: Market Flashing Caution Despite New Highs – Try the Roasted Chicken Parts
April 28, 2026
Things you need to know Narrow rally is raising caution flags all around Oil kissing $100, Yields up, Gold down…
INTC Drives S&P & Nasdaq to New Highs As Powell’s Finale, Mega-Cap Tech Earnings & Soaring Oil All Collide – Try the Linguine with Spinach Pesto
April 27, 2026
Things you need to know S&P, Nasdaq close at new highs, Dow, Transports and Equal Weight not confirming. Big Tech…
Markets Accentuate the Negatives Despite Strong Earnings – INTC Explodes Higher – Try the Sicilian Clam Sauce.
April 24, 2026
Things you need to know They accentuated the negatives! Markets closed lower, despite strong earnings. Oil UP, Yields UP, VIX…
Volatility Returns: S&P & Nasdaq Make New Records, Oil Surges, Yields Rise & Iran Risks Test the Rally – Try the Sweet Sausage/Pea Risotto
April 23, 2026
Things you need to know Stocks hit new highs, while the VIX signals caution. Earnings continue to beat, investors reward…
Tug-of-War Tuesday: Strong Earnings & Economy Battle Geopolitics and Hawkish Fed Signals – Try the Pork Cutlet Milanese
April 22, 2026
Things you need to know Conflicting headlines leave a mixed session for stocks. Eco data remains robust – Warsh sends…
Iran Chaos Returns — Strait of Hormuz Closed, Oil Surges 7.5% to $90 as Escalation Risks Dominate Markets – Try the Spaghetti & Meatballs
April 20, 2026
Things you need to know Chaos erupts in the gulf. Iran attacks tankers. US maintains blockade, disables and boards Iranian…
Stocks Hit Fresh Records on Geopolitical Hope Trade — Regional Banks Report as Oil & Yields Push Back – Try the Lollipop Lamb Chops w/a Simple Salad.
April 17, 2026
Things you need to know S&P and Nasdaq hit back-to-back record closes. NFLX beat and gets punished because of guidance.…
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Morning Thoughts