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Morning Thoughts

September 16, 2026
Morning Thoughts

Fed Day: 10-Year at 5%, Oil Over $100 — and a Case to Hold – Try the Steak Florentine

September 14, 2026
Morning Thoughts

Oil Stays Hot, Yields Kiss 5%, AI Gets Tested — Fed Decision Looms – Try the Scarpiello with HOT Cherry Peppers

September 11, 2026
Morning Thoughts

25 YEARS LATER — THE BATTLE CONTINUES

September 10, 2026
Morning Thoughts

Storm Brewing: Oil Punches $97, Bonds Force Higher Yields, and Will Today’s 30-Year Auction Meets a Hot PPI? – Try the Spaghetti Alio e Olio

September 9, 2026
Morning Thoughts

Oil Hits $95, Diesel $6 as 10-Year Yields Push Further into the Danger Zone Ahead of $39B Auction – Try the Cremita de Maiz

September 8, 2026
Morning Thoughts

Jobs Blowout Meets Oil Shock: Bonds Sell Off as Fed Remains Between a Rock & Hard Place – Try the Mahogany Chicken

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Morning Thoughts