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Morning Thoughts

October 7, 2026
Morning Thoughts

Record Highs, Narrow Shoulders: Tech Carries the S&P While Half the Market Stays Behind – Try the Risotto Siciliana

October 6, 2026
Morning Thoughts

Stocks Kiss the Highs While Bonds Turn Up the Heat — Caveat Emptor – Try the Veal

October 5, 2026
Morning Thoughts

NFP Misses, Stocks Cheer, Bonds Push Back — And Now France Adds to the Drama – Try the French Onion Soup

October 2, 2026
Morning Thoughts

Bonds Blinked, Stocks Bounce But Inflation Won’t Quit – Try the Rigatoni

October 1, 2026
Morning Thoughts

Cooler Inflation, Hotter Yields—Wall Street’s Rally Gets Ambushed at Qtr End – Try the Pasta and Peas

September 30, 2026
Morning Thoughts

Bond Yields Kiss 5.29% – How High Do They Go Before Something Breaks? – Try the Pastina Amore

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Morning Thoughts