Our Views & Insights
Morning Thoughts
Morning Thoughts
Morning Thoughts
Morning Thoughts
Morning Thoughts
Morning Thoughts
Morning Thoughts
Kevy Hiked, The Market Got Hit, Then Investors Slept on it, Stocks Rally – Try the Halibut
September 17, 2026
Fed Day: 10-Year at 5%, Oil Over $100 — and a Case to Hold – Try the Steak Florentine
September 16, 2026
Oil Stays Hot, Yields Kiss 5%, AI Gets Tested — Fed Decision Looms – Try the Scarpiello with HOT Cherry Peppers
September 14, 2026
Storm Brewing: Oil Punches $97, Bonds Force Higher Yields, and Will Today’s 30-Year Auction Meets a Hot PPI? – Try the Spaghetti Alio e Olio
September 10, 2026
Oil Hits $95, Diesel $6 as 10-Year Yields Push Further into the Danger Zone Ahead of $39B Auction – Try the Cremita de Maiz
September 9, 2026
Jobs Blowout Meets Oil Shock: Bonds Sell Off as Fed Remains Between a Rock & Hard Place – Try the Mahogany Chicken
September 8, 2026
Warsh: “We Have Work to Do” — Traders Price In a September Hike, Gold Gets Punched – Try the Fettuccine E Salmone
August 31, 2026
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Kevy Hiked, The Market Got Hit, Then Investors Slept on it, Stocks Rally – Try the Halibut
September 17, 2026
Fed Day: 10-Year at 5%, Oil Over $100 — and a Case to Hold – Try the Steak Florentine
September 16, 2026
Oil Stays Hot, Yields Kiss 5%, AI Gets Tested — Fed Decision Looms – Try the Scarpiello with HOT Cherry Peppers
September 14, 2026
Storm Brewing: Oil Punches $97, Bonds Force Higher Yields, and Will Today’s 30-Year Auction Meets a Hot PPI? – Try the Spaghetti Alio e Olio
September 10, 2026
Oil Hits $95, Diesel $6 as 10-Year Yields Push Further into the Danger Zone Ahead of $39B Auction – Try the Cremita de Maiz
September 9, 2026
Jobs Blowout Meets Oil Shock: Bonds Sell Off as Fed Remains Between a Rock & Hard Place – Try the Mahogany Chicken
September 8, 2026
Warsh: “We Have Work to Do” — Traders Price In a September Hike, Gold Gets Punched – Try the Fettuccine E Salmone
August 31, 2026