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Morning Thoughts
Government Reopens After 6-Week Shutdown – Markets Shrug, Eyes Turn to Delayed NFP & Fed – Try the Rigatoni Alla Vittorio
November 13, 2025
Things You Need to Know Ta Dah! The shutdown is over! Everyone back in the pool! What did it really…
Shutdown Resolution Ignites Rally. S&P Reclaims 6,800 as Tech Soars 2.6%, Gold Hits $4,115 Amid Fed Cut Bets – Try the Bucatini
November 11, 2025
Things You Need to Know It is Veterans Day – Hug a Veteran, say ‘thank you for your service’ and…
Shutdown Breakthrough Sparks Rally, 8 Democrats Break Ranks — Markets Cheer – Try the Baked Thighs
November 10, 2025
Things You Need to Know Cooler Heads Prevail! Bernie, Lizzie and AOC are apoplectic over a Senate deal to end…
OH SNAP! Challenger Cuts Surge 175% – Markets Feel the Earth Move, It Was Risk-Off as December Rate Cut Roars Back to 60% – Try the Linguine Arrabiata
November 7, 2025
Things You Need to Know Challenger Job Cuts – Amplify the negatives. Add up all the other negatives and BOOM!…
Dip Buyers Strike Back as SCOTUS Skepticism Sparks Tariff Concerns – Try the Butternut Squash Soup
November 6, 2025
Things You Need to Know Valuations Concerns? I guess not! Stocks end higher. Supreme Court hears Tariff arguments – Outcome…
Tech Bubble Bursts; PLTR Plunges 8%, Nasdaq -2%, VIX Surges as Valuations Finally Matter – Try the Roast Turkey
November 5, 2025
Things You Need to Know Valuations? Now they are concerned? Anything Tech gets slammed. Crypto’s got slammed, the VIX surged.…
AI Arms Race – $53B in Mega-Deals Fuel Tech Surge, PLTR Crushes Earnings and NOW they are Worried about Valuation? – Try the Baked Tagliolini
November 4, 2025
Things You Need to Know The first trading day of November did not disappoint. Four major AI infrastructure deals hit…
October Bulls Charge Ahead: Tech Leads Gains Amid Breadth Warnings, Rare Earth Deal Sparks Futures Rally – Try the Stuffed Pumpkins
November 3, 2025
Things You Need to Know October closes on a plus tick — bulls still charging. Narrowing market breadth raises eyebrows…
META Meltdown Sends Shockwaves Through Tech — Hindenburg Omen Adds a Caution Flag – Try the Frittata di Patate
October 31, 2025
Things You Need to Know Thursday’s Market Hangover – META Takes the Blame. The “Hindenburg Omen” flashes. Investors don’t panic,…
What Looked Like a Dove Turned Out to Be a Hawk — JJ Pulls Back the Sheets, Oh Boy! – Try the Veal
October 30, 2025
Things You Need to Know JJ is really a hawk! Who knew? Odds of a December rate plunge. QT is…
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Morning Thoughts