Our Views & Insights
Morning Thoughts
Morning Thoughts
Morning Thoughts
Morning Thoughts
Morning Thoughts
Morning Thoughts
Morning Thoughts
Morning Thoughts
Morning Thoughts
Bulls Charge. Geopolitical Tensions rise and Elon Skips the Foreplay and Goes Straight to the Entree! – Try the Risotto
June 3, 2026
Tech & AI Surge to Fresh Records, But Narrow Breadth and Sticky Prices Spark Caution; Markets at the Highs, Leadership Extremely Narrow – Try the Pasta Alla Gricia
June 2, 2026
June Opens Strong: Broader Market Participation Fuels Rally as Focus Shifts to NFP Amid Rising Oil & Geopolitical Jitters – Try the Sweet and Sour Chicken
June 1, 2026
Mag 7 Lifts Markets While Iran ‘Oil-for-Time’ Deal Sets the Clock, Hot PCE, and Thin Breadth Set the Trap – Try the Fettuccini alla Pappalina
May 29, 2026
Markets Push Higher Again as ‘FEMO’ Overpowers Oil Chaos & Middle East Missiles – Try the Sausage, Peppers and Onions
May 28, 2026
UBS Upgrade Causes MU to EXPLODE, Drags Semis & AI Stocks to New Records as Peace Headlines Ease Oil & Inflation Fears – Try the Umbrian Mussels
May 27, 2026
Geopolitical ‘Hopes’ Send Stocks Higher, Oil Lower, Bonds Higher, Yields Lower – Try the Lemon Zucchini Rigatoni
May 26, 2026
SpaceX Ignites Nasdaq with Historic $1.75T IPO Filing, NVDA Delivers Monster Beat — Markets Explode Higher on Trump’s “Final Stages” Iran Deal Hopes – Try the Short Rib Burgers
May 21, 2026
Too Comfortable, Too Complacent, Too Frothy. Bonds Penetrate the Danger Zone, Yields Surge and Stocks Get Whacked! – Try the Alaskan Black Cod
May 18, 2026
S&P Smashes to 7501 & Dow Tops 50,000 as AI Ecosystem Rally Rolls On — But Narrow Breadth & Rising VIX Warn of Profit-Taking – Try the Veal Meatballs
May 15, 2026
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Bulls Charge. Geopolitical Tensions rise and Elon Skips the Foreplay and Goes Straight to the Entree! – Try the Risotto
June 3, 2026
Tech & AI Surge to Fresh Records, But Narrow Breadth and Sticky Prices Spark Caution; Markets at the Highs, Leadership Extremely Narrow – Try the Pasta Alla Gricia
June 2, 2026
June Opens Strong: Broader Market Participation Fuels Rally as Focus Shifts to NFP Amid Rising Oil & Geopolitical Jitters – Try the Sweet and Sour Chicken
June 1, 2026
Mag 7 Lifts Markets While Iran ‘Oil-for-Time’ Deal Sets the Clock, Hot PCE, and Thin Breadth Set the Trap – Try the Fettuccini alla Pappalina
May 29, 2026
Markets Push Higher Again as ‘FEMO’ Overpowers Oil Chaos & Middle East Missiles – Try the Sausage, Peppers and Onions
May 28, 2026
UBS Upgrade Causes MU to EXPLODE, Drags Semis & AI Stocks to New Records as Peace Headlines Ease Oil & Inflation Fears – Try the Umbrian Mussels
May 27, 2026
Geopolitical ‘Hopes’ Send Stocks Higher, Oil Lower, Bonds Higher, Yields Lower – Try the Lemon Zucchini Rigatoni
May 26, 2026
SpaceX Ignites Nasdaq with Historic $1.75T IPO Filing, NVDA Delivers Monster Beat — Markets Explode Higher on Trump’s “Final Stages” Iran Deal Hopes – Try the Short Rib Burgers
May 21, 2026
Too Comfortable, Too Complacent, Too Frothy. Bonds Penetrate the Danger Zone, Yields Surge and Stocks Get Whacked! – Try the Alaskan Black Cod
May 18, 2026
S&P Smashes to 7501 & Dow Tops 50,000 as AI Ecosystem Rally Rolls On — But Narrow Breadth & Rising VIX Warn of Profit-Taking – Try the Veal Meatballs
May 15, 2026