Our Views & Insights
Morning Thoughts
Morning Thoughts
Morning Thoughts
Morning Thoughts
Morning Thoughts
Morning Thoughts
Morning Thoughts
Morning Thoughts
Geopolitical Inferno Escalates: Iran Strikes Gulf Targets & Hormuz Shipping; Oil Surges Past $100 as Global Markets Brace for Risk-Off Wave – Try the Pasta & Broccoli
March 12, 2026
Market Churn Deepens, All S&P Sectors Red, CPI Looms, Rare Earths & Nuclear Surge – Don’t Overreact to Rear-View Inflation – Try the Risotto Al’ Amarone
March 11, 2026
Shoot First, Ask Questions Later: Algos Drive Panic Across Asset Classes – Try the Pasta Mimosa
March 10, 2026
Triple Threat Pullback: Jobs Flop, Oil Explodes and Private Credit Cracks — Iran Hands Power to Hardline Son – Try the Angry Lobster.
March 9, 2026
Epic Fury Enters Week 2: Oil Surges Toward $90 Amid Hormuz Chaos, Inflation Fears Spike, Markets Skittish – Bonds, Gold, Stocks All Under Pressure – Try the Lemon ‘Tea’ Spaghettini
March 6, 2026
Stocks Rally on Strong Eco Data, Tech Bounces — Geopolitical Risks Elevated as Iran’s Regime Gets Castrated – Try the Steak Tagliata Florentina
March 5, 2026
Iran Remains Conflicted, Trump Offers Tanker Insurance & Escorts Through Strait of Hormuz, the Kospi Gets Whacked – Try the 8 ‘P’ Pasta
March 4, 2026
Strait of Hormuz Closed, Oil Surges, Futures Tank, Markets Brace for Prolonged Geopolitical Purgatory – Try the Eggs in Purgatory.
March 3, 2026
Operation Epic Fury’ Strikes; Oil Surges 7-8%, Gold Soars, Global Stocks Plunge as Markets Price In Geopolitical Mayhem – But Stay Calm, This Too Shall Pass – Try the Penne Rigate
March 2, 2026
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Geopolitical Inferno Escalates: Iran Strikes Gulf Targets & Hormuz Shipping; Oil Surges Past $100 as Global Markets Brace for Risk-Off Wave – Try the Pasta & Broccoli
March 12, 2026
Market Churn Deepens, All S&P Sectors Red, CPI Looms, Rare Earths & Nuclear Surge – Don’t Overreact to Rear-View Inflation – Try the Risotto Al’ Amarone
March 11, 2026
Shoot First, Ask Questions Later: Algos Drive Panic Across Asset Classes – Try the Pasta Mimosa
March 10, 2026
Triple Threat Pullback: Jobs Flop, Oil Explodes and Private Credit Cracks — Iran Hands Power to Hardline Son – Try the Angry Lobster.
March 9, 2026
Epic Fury Enters Week 2: Oil Surges Toward $90 Amid Hormuz Chaos, Inflation Fears Spike, Markets Skittish – Bonds, Gold, Stocks All Under Pressure – Try the Lemon ‘Tea’ Spaghettini
March 6, 2026
Stocks Rally on Strong Eco Data, Tech Bounces — Geopolitical Risks Elevated as Iran’s Regime Gets Castrated – Try the Steak Tagliata Florentina
March 5, 2026
Iran Remains Conflicted, Trump Offers Tanker Insurance & Escorts Through Strait of Hormuz, the Kospi Gets Whacked – Try the 8 ‘P’ Pasta
March 4, 2026
Strait of Hormuz Closed, Oil Surges, Futures Tank, Markets Brace for Prolonged Geopolitical Purgatory – Try the Eggs in Purgatory.
March 3, 2026
Operation Epic Fury’ Strikes; Oil Surges 7-8%, Gold Soars, Global Stocks Plunge as Markets Price In Geopolitical Mayhem – But Stay Calm, This Too Shall Pass – Try the Penne Rigate
March 2, 2026