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Morning Thoughts
Morning Thoughts
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Morning Thoughts
Morning Thoughts
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
Mornings with Maria: SlateStone Wealth’s Kenny Polcari on IPO Momentum, Rates and Market Discipline
May 22, 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
Making Money with Charles Payne: SlateStone Wealth’s Erin Gibbs on Valuations, Bond Yields and Overlooked Opportunities
May 20, 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
AI Momentum Defies Scorching PPI & Surging Yields: S&P & Nasdaq Hit Fresh Record Highs as Bond Market Rings Alarm – Try the Pasta Norma
May 14, 2026
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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
Mornings with Maria: SlateStone Wealth’s Kenny Polcari on IPO Momentum, Rates and Market Discipline
May 22, 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
Making Money with Charles Payne: SlateStone Wealth’s Erin Gibbs on Valuations, Bond Yields and Overlooked Opportunities
May 20, 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
AI Momentum Defies Scorching PPI & Surging Yields: S&P & Nasdaq Hit Fresh Record Highs as Bond Market Rings Alarm – Try the Pasta Norma
May 14, 2026