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Morning Thoughts
Strait of Hormuz Closed, Oil Surges, Futures Tank, Markets Brace for Prolonged Geopolitical Purgatory – Try the Eggs in Purgatory.
Operation Epic Fury’ Strikes; Oil Surges 7-8%, Gold Soars, Global Stocks Plunge as Markets Price In Geopolitical Mayhem – But Stay Calm, This Too Shall Pass – Try the Penne Rigate
AI Narrative Swings, Transports Surge on Real Economy Strength, While Block Slashes 40% of Workforce to Supercharge AI Future – Try the Swordfish
NVDA & CRM Beat But Fail to Ignite Rally as Terminal Value Fears Linger in AI/Software – Try the Pot Roast.
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