Our Views & Insights
Morning Thoughts
Morning Thoughts
Morning Thoughts
Morning Thoughts
Morning Thoughts
Morning Thoughts
Morning Thoughts
Morning Thoughts
Markets Take a Breather as Oil Rises on Geopolitical Risks; Strong Productivity Data Overlooked Ahead of Today’s NFP – Try the Scarapiello
August 7, 2026
Stocks Explode to Record Highs, Oil Plunges on Hormuz Hopes; Bessent Eyes Agreement “Today or Tomorrow” – Try the Linguine
August 5, 2026
Geopolitical Tensions Ease, Oil Drops & Stocks Surge, PLTR Crushes Earnings – Try the Lemon Herb Thighs w/White Wine, Capers and Roasted Potatoes
August 4, 2026
The AI Fight Continues, Trump Calls off Action, Oil Drops & Futures Jump While the SpaceX Odyssey Navigates Earnings and the Lock-Up Strait – Try the Prosciutto E Melone
August 3, 2026
Stocks Rebound Hard as Semis Surge 8.5%, MSFT Adds $450B — AI Was Never Dead – Try the Risotto al Salto
July 31, 2026
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 30, 2026
Market Rotation Continues: Dow Surges on Broad Strength as Semis Sink, Oil Slides & MSFT/META Loom – Try the Thighs
July 29, 2026
Tech Rotation Deepens, Blue Chips Rally; Extreme Bullishness Signal Flashes Warning Ahead of Mega-Earnings & FOMC Week – Try the Veal
July 27, 2026
Tech Gets Whacked, TSLA & GOOG Disappoint on AI Spend; Oil Surges Past $100, Yields Kiss 4.7% – Try the Summer Lemon Pasta
July 24, 2026
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Markets Take a Breather as Oil Rises on Geopolitical Risks; Strong Productivity Data Overlooked Ahead of Today’s NFP – Try the Scarapiello
August 7, 2026
Stocks Explode to Record Highs, Oil Plunges on Hormuz Hopes; Bessent Eyes Agreement “Today or Tomorrow” – Try the Linguine
August 5, 2026
Geopolitical Tensions Ease, Oil Drops & Stocks Surge, PLTR Crushes Earnings – Try the Lemon Herb Thighs w/White Wine, Capers and Roasted Potatoes
August 4, 2026
The AI Fight Continues, Trump Calls off Action, Oil Drops & Futures Jump While the SpaceX Odyssey Navigates Earnings and the Lock-Up Strait – Try the Prosciutto E Melone
August 3, 2026
Stocks Rebound Hard as Semis Surge 8.5%, MSFT Adds $450B — AI Was Never Dead – Try the Risotto al Salto
July 31, 2026
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 30, 2026
Market Rotation Continues: Dow Surges on Broad Strength as Semis Sink, Oil Slides & MSFT/META Loom – Try the Thighs
July 29, 2026
Tech Rotation Deepens, Blue Chips Rally; Extreme Bullishness Signal Flashes Warning Ahead of Mega-Earnings & FOMC Week – Try the Veal
July 27, 2026
Tech Gets Whacked, TSLA & GOOG Disappoint on AI Spend; Oil Surges Past $100, Yields Kiss 4.7% – Try the Summer Lemon Pasta
July 24, 2026