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Morning Thoughts
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…
Weak Jobs Data Sparks Stock Rally; Gold Surges as Rate-Hike Odds Fall; Oil Rises on Iran Demands – Try the Summer Orzo Salad
August 10, 2026
Things you need to know NFP goes NEGATIVE, stocks move higher. Bonds rally, yields fall a bit. Oil higher as…
Markets Take a Breather as Oil Rises on Geopolitical Risks; Strong Productivity Data Overlooked Ahead of Today’s NFP – Try the Scarapiello
August 7, 2026
Things you need to know Investors digest the recent rally. Oil pushed higher on renewed middle east concerns. Yields pushed…
Stocks Explode to Record Highs, Oil Plunges on Hormuz Hopes; Bessent Eyes Agreement “Today or Tomorrow” – Try the Linguine
August 5, 2026
Things you need to know Stocks EXPLODE – new highs all over the place. Bessent says – we should have…
Geopolitical Tensions Ease, Oil Drops & Stocks Surge, PLTR Crushes Earnings – Try the Lemon Herb Thighs w/White Wine, Capers and Roasted Potatoes
August 4, 2026
Things you need to know Geo-political issues take center stage – Iran is ready to play nice in the sandbox.…
The AI Fight Continues, Trump Calls off Action, Oil Drops & Futures Jump While the SpaceX Odyssey Navigates Earnings and the Lock-Up Strait – Try the Prosciutto E Melone
August 3, 2026
Things you need to know And the saga continues - It’s a split decision. Oil closed higher on Friday, but…
Stocks Rebound Hard as Semis Surge 8.5%, MSFT Adds $450B — AI Was Never Dead – Try the Risotto al Salto
July 31, 2026
Things you need to know Wait! What happened? Semi’s surged, MSFT adds $450 billion in value. RSI’s told the story.…
Stocks Tumble on Fed Uncertainty & Warsh’s No-Guidance Stance; MSFT Surges on Strong Results While META Stumbles on AI Spend – Try the Penne Alla Diavola
July 30, 2026
Things you need to know Kevy keeps his promise and promises nothing. Momo guys and algo’s throw a fit! SELL,…
Market Rotation Continues: Dow Surges on Broad Strength as Semis Sink, Oil Slides & MSFT/META Loom – Try the Thighs
July 29, 2026
Things you need to know The rotation continues. KO, SHW, IBM, JNJ, AMGN all lead the Dow higher. Oil was…
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Morning Thoughts