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Morning Thoughts

February 23, 2026
Morning Thoughts

Friday’s Tariff Immunity Fades: Futures Down as Trade Uncertainty Returns, Gold Rips to New Highs – Try the Beef Short Ribs

February 20, 2026
Morning Thoughts

Priced to Perfection & Panic on Cue: Private Credit Angst and Geo Tension Keep Markets on Edge – Try the Baked Cod

February 19, 2026
Morning Thoughts

Fed Minutes Spark Caution, Stocks RISE on Strong Eco Data, Oil & Gold up as Geopolitical Tensions Rise – Try the Veal/Potato Meatballs.

February 18, 2026
Morning Thoughts

From Steam to Silicon: Disruption Creates Volatility… and Opportunity – Try the Risotto

February 17, 2026
Morning Thoughts

CPI, Two Tales: 1 – Inflation Cools to 2.4% YoY (Better Than Feared), or 2 – ‘Prices Rose’ Narrative. Are We Trading Data or Adjectives? – Try the Rigatoni Caccio e Pere – (Pears not pepper)

February 13, 2026
Morning Thoughts

Friday the 13th, CPI Looms, AMAT Surges 10% Pre-Market on AI Chip Boom, as S&P Teeters Ahead of Holiday Weekend – Try the Soup

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Morning Thoughts