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Morning Thoughts
Morning Thoughts
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Morning Thoughts
Morning Thoughts
Morning Thoughts
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
Varney & Co.: SlateStone Wealth’s Kenny Polcari on Tech Opportunities After the Rotation
July 1, 2026
CNBC Asia: SlateStone Wealth’s Kenny Polcari on Fed Communication and Investor Discipline
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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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
Varney & Co.: SlateStone Wealth’s Kenny Polcari on Tech Opportunities After the Rotation
July 1, 2026
CNBC Asia: SlateStone Wealth’s Kenny Polcari on Fed Communication and Investor Discipline
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