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Morning Thoughts

August 31, 2026
Morning Thoughts

Warsh: “We Have Work to Do” — Traders Price In a September Hike, Gold Gets Punched – Try the Fettuccine E Salmone

August 28, 2026
Morning Thoughts

Indexes Up. Market Down. Hawks Out. Warsh On Deck – Try ‘Summer in a Bowl’!

August 27, 2026
Morning Thoughts

NVIDIA Crushes It, AI Thesis Intact — Salesforce Joins In as Cybersecurity Becomes the Next Trade – Try the Zucchini Rolls

August 26, 2026
Morning Thoughts

Oil Drops, Yields Ease, and It’s Risk, All Eyes on NVDA – Try the Grilled Lobster Tails.

August 25, 2026
Morning Thoughts

Markets Cautious Ahead of NVDA Earnings as AI Server Costs Surge and Iran Sanctions Escalate – Try the Penne Alla Vodka

August 21, 2026
Morning Thoughts

Bessent Bounce Fades Fast: Markets Reject Treasury Buybacks as Yields Rebound and Fiscal Concerns Mount – Try the Mac & Cheese

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Morning Thoughts