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Morning Thoughts

March 11, 2026
Morning Thoughts

Market Churn Deepens, All S&P Sectors Red, CPI Looms, Rare Earths & Nuclear Surge – Don’t Overreact to Rear-View Inflation – Try the Risotto Al’ Amarone

March 10, 2026
Morning Thoughts

Shoot First, Ask Questions Later: Algos Drive Panic Across Asset Classes – Try the Pasta Mimosa

March 9, 2026
Morning Thoughts

Triple Threat Pullback: Jobs Flop, Oil Explodes and Private Credit Cracks — Iran Hands Power to Hardline Son – Try the Angry Lobster.

March 6, 2026
Morning Thoughts

Epic Fury Enters Week 2: Oil Surges Toward $90 Amid Hormuz Chaos, Inflation Fears Spike, Markets Skittish – Bonds, Gold, Stocks All Under Pressure – Try the Lemon ‘Tea’ Spaghettini

March 5, 2026
Morning Thoughts

Stocks Rally on Strong Eco Data, Tech Bounces — Geopolitical Risks Elevated as Iran’s Regime Gets Castrated – Try the Steak Tagliata Florentina

March 4, 2026
Morning Thoughts

Iran Remains Conflicted, Trump Offers Tanker Insurance & Escorts Through Strait of Hormuz, the Kospi Gets Whacked – Try the 8 ‘P’ Pasta

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Morning Thoughts