Our Views & Insights
Morning Thoughts
Morning Thoughts
Morning Thoughts
Morning Thoughts
Morning Thoughts
Morning Thoughts
Morning Thoughts
Morning Thoughts
Fed Minutes Spark Caution, Stocks RISE on Strong Eco Data, Oil & Gold up as Geopolitical Tensions Rise – Try the Veal/Potato Meatballs.
February 19, 2026
From Steam to Silicon: Disruption Creates Volatility… and Opportunity – Try the Risotto
February 18, 2026
CPI, Two Tales: 1 – Inflation Cools to 2.4% YoY (Better Than Feared), or 2 – ‘Prices Rose’ Narrative. Are We Trading Data or Adjectives? – Try the Rigatoni Caccio e Pere – (Pears not pepper)
February 17, 2026
Friday the 13th, CPI Looms, AMAT Surges 10% Pre-Market on AI Chip Boom, as S&P Teeters Ahead of Holiday Weekend – Try the Soup
February 13, 2026
Solid Jobs Boom Sparks Morning Rally, But Fed Caution & AI Anxiety Flip the Script – Try the Fusilli with White Meatballs.
February 12, 2026
Headline Hype Calls It a ‘Fade’ — Reality: Stocks Rise Again, Dow Builds on 50K Milestone, S&P Eyes 7,000 – Try the Bucatini alla Grigia
February 10, 2026
Dow Smashes Through 50,000 in Epic Rebound: AI Panic Fades, Fear Turns to Opportunity as Markets Flip the Script – Try the Roast Beef
February 9, 2026
When Markets Bite Off More Than They Can Chew -“I ate it up and Spit it out’… – Try the Spaghetti Arrabbiatta
February 6, 2026
When Love Turns to Liquidation — The Great Rotation Accelerates – Try the Classic Philly Cheesesteak
February 5, 2026
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Fed Minutes Spark Caution, Stocks RISE on Strong Eco Data, Oil & Gold up as Geopolitical Tensions Rise – Try the Veal/Potato Meatballs.
February 19, 2026
From Steam to Silicon: Disruption Creates Volatility… and Opportunity – Try the Risotto
February 18, 2026
CPI, Two Tales: 1 – Inflation Cools to 2.4% YoY (Better Than Feared), or 2 – ‘Prices Rose’ Narrative. Are We Trading Data or Adjectives? – Try the Rigatoni Caccio e Pere – (Pears not pepper)
February 17, 2026
Friday the 13th, CPI Looms, AMAT Surges 10% Pre-Market on AI Chip Boom, as S&P Teeters Ahead of Holiday Weekend – Try the Soup
February 13, 2026
Solid Jobs Boom Sparks Morning Rally, But Fed Caution & AI Anxiety Flip the Script – Try the Fusilli with White Meatballs.
February 12, 2026
Headline Hype Calls It a ‘Fade’ — Reality: Stocks Rise Again, Dow Builds on 50K Milestone, S&P Eyes 7,000 – Try the Bucatini alla Grigia
February 10, 2026
Dow Smashes Through 50,000 in Epic Rebound: AI Panic Fades, Fear Turns to Opportunity as Markets Flip the Script – Try the Roast Beef
February 9, 2026
When Markets Bite Off More Than They Can Chew -“I ate it up and Spit it out’… – Try the Spaghetti Arrabbiatta
February 6, 2026
When Love Turns to Liquidation — The Great Rotation Accelerates – Try the Classic Philly Cheesesteak
February 5, 2026