Our Views & Insights
Morning Thoughts
Morning Thoughts
Morning Thoughts
Morning Thoughts
Morning Thoughts
Morning Thoughts
Morning Thoughts
Morning Thoughts
Stocks Roar Back on AI Momentum, SK Hynix Nasdaq Debut Looms, DAL Crushes It, and Rotation Accelerates – Try the Swordfish
July 10, 2026
Oil Surges, Yields Rise as the Conflict Continues, Fed Minutes Force Markets to Reprice Inflation & Rate Risks – Try the Umbrian Mussels
July 9, 2026
Iran Strikes & Strait Tensions Ignite Oil Surge as the AI Trade Feels Exhausted, the Rotation Accelerates – Try the Ribollita
July 8, 2026
Tech Rally Fades Fast: Samsung Beats Big But Fails to Wow — AI Expectations Hit Reality as Yields Climb Back into Danger Zone – Try the Classic Panzanella Salad
July 7, 2026
Tech & Mag 7 Take Hit on Soft June NFP Data, Value, Defensives, and Broader Market Catch a Bid – The Bar is High for Earnings Season, Trump Accts Launch Today – Try the Caciacavallo all’Argentiera
July 6, 2026
Markets Rotate Amid CAT Pullback on Burry Shorts – AI Thesis Intact, Volatility Expected on NFP Day – Try the Grilled Rib-Eye
July 2, 2026
S&P 500 Posts Best Quarter in 6 Years as Markets Climb Wall of Worry into Election Season – Try the Watermelon & Avocado Salad
July 1, 2026
From Oversold to Opportunity: Tech Roars Back, Dragging Markets Higher. Today is the end of the Qtr – Try the Tortellini Salad.
June 30, 2026
Markets Rotate as Equal-Weight S&P Sets New Closing High – The Big Picture Remains Bullish – Try the Spaghetti Carbonara
June 29, 2026
Tech Takes a Hit, But Rotation Rewards the Rest: Equal-Weight S&P Rises as Dow Hits Record High – Try the Pasta Primavera
June 26, 2026
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Stocks Roar Back on AI Momentum, SK Hynix Nasdaq Debut Looms, DAL Crushes It, and Rotation Accelerates – Try the Swordfish
July 10, 2026
Oil Surges, Yields Rise as the Conflict Continues, Fed Minutes Force Markets to Reprice Inflation & Rate Risks – Try the Umbrian Mussels
July 9, 2026
Iran Strikes & Strait Tensions Ignite Oil Surge as the AI Trade Feels Exhausted, the Rotation Accelerates – Try the Ribollita
July 8, 2026
Tech Rally Fades Fast: Samsung Beats Big But Fails to Wow — AI Expectations Hit Reality as Yields Climb Back into Danger Zone – Try the Classic Panzanella Salad
July 7, 2026
Tech & Mag 7 Take Hit on Soft June NFP Data, Value, Defensives, and Broader Market Catch a Bid – The Bar is High for Earnings Season, Trump Accts Launch Today – Try the Caciacavallo all’Argentiera
July 6, 2026
Markets Rotate Amid CAT Pullback on Burry Shorts – AI Thesis Intact, Volatility Expected on NFP Day – Try the Grilled Rib-Eye
July 2, 2026
S&P 500 Posts Best Quarter in 6 Years as Markets Climb Wall of Worry into Election Season – Try the Watermelon & Avocado Salad
July 1, 2026
From Oversold to Opportunity: Tech Roars Back, Dragging Markets Higher. Today is the end of the Qtr – Try the Tortellini Salad.
June 30, 2026
Markets Rotate as Equal-Weight S&P Sets New Closing High – The Big Picture Remains Bullish – Try the Spaghetti Carbonara
June 29, 2026
Tech Takes a Hit, But Rotation Rewards the Rest: Equal-Weight S&P Rises as Dow Hits Record High – Try the Pasta Primavera
June 26, 2026