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Morning Thoughts
Headlines Said Flat. Equal Weight Said Otherwise,Yields Jump Above 5.20%, Oil Climbs, Gold Fades – Try the Pumpkin, Butternut Risotto
SURPRISE! Complacency Gets Whacked as Strong Data, a Flopped 5-Year Auction and an Oil Spike Send Yields, VIX and Stocks Reeling – Try the Penne with Pumpkin Cream
Nasdaq Hits Another Record Close, AI Splits the Tape—Chips Surge, “Inertia” Stocks Get Hit, Oil Down, Bonds Steady – Try the T-Bone
Muse Unleashes Agentic AI Frenzy: Nasdaq Hits Record High While Mega-Caps Do All the Heavy Lifting – Try the Ditalini
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