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Morning Thoughts

July 31, 2026
Morning Thoughts

Stocks Rebound Hard as Semis Surge 8.5%, MSFT Adds $450B — AI Was Never Dead – Try the Risotto al Salto

July 30, 2026
Morning Thoughts

Stocks Tumble on Fed Uncertainty & Warsh’s No-Guidance Stance; MSFT Surges on Strong Results While META Stumbles on AI Spend – Try the Penne Alla Diavola

July 29, 2026
Morning Thoughts

Market Rotation Continues: Dow Surges on Broad Strength as Semis Sink, Oil Slides & MSFT/META Loom – Try the Thighs

July 27, 2026
Morning Thoughts

Tech Rotation Deepens, Blue Chips Rally; Extreme Bullishness Signal Flashes Warning Ahead of Mega-Earnings & FOMC Week – Try the Veal

July 24, 2026
Morning Thoughts

Tech Gets Whacked, TSLA & GOOG Disappoint on AI Spend; Oil Surges Past $100, Yields Kiss 4.7% – Try the Summer Lemon Pasta

July 22, 2026
Morning Thoughts

Tech & Semis Surge 5%+ on Hedge Fund Seller Exhaustion – Markets Eye Big-Tech Earnings Amid Rising Oil and Bond Yields – Try the Porcini Rubbed Rib-Eye, Tagliata Style

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Morning Thoughts