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Morning Thoughts
Morning Thoughts
Media
Morning Thoughts
Morning Thoughts
Morning Thoughts
Morning Thoughts
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
Tech & Semis Surge 5%+ on Hedge Fund Seller Exhaustion – Markets Eye Big-Tech Earnings Amid Rising Oil and Bond Yields – Try the Porcini Rubbed Rib-Eye, Tagliata Style
July 22, 2026
Oil Swings $5, Yields Spike, Hedge Funds Bail — But Institutions Hold Firm as Markets Stay Anxious, Not Broken – Try the Dover Sole Meuniere
July 21, 2026
Semis Slam into Bear Market as “Sell the News” Hits TSMC, Netflix & AI Sector – Try the Calabrian Shrimp Scampi
July 20, 2026
PPI Surprise Fuels Rally, Rate-Hike Odds Plunge, Tech Rotates and ‘Good’ Earnings Fall Short – Try the Caccio & Pepe con Fiche
July 16, 2026
Claman Countdown: SlateStone Wealth’s Kenny Polcari on Inflation, Volatility, and Bank Earnings
July 15, 2026
IBM’s Crashes (and Burns) Wiping Out $69B, Banks Deliver Record Profits and CPI Cools Faster Than Expected – Try the Risotto
July 15, 2026
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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
Tech & Semis Surge 5%+ on Hedge Fund Seller Exhaustion – Markets Eye Big-Tech Earnings Amid Rising Oil and Bond Yields – Try the Porcini Rubbed Rib-Eye, Tagliata Style
July 22, 2026
Oil Swings $5, Yields Spike, Hedge Funds Bail — But Institutions Hold Firm as Markets Stay Anxious, Not Broken – Try the Dover Sole Meuniere
July 21, 2026
Semis Slam into Bear Market as “Sell the News” Hits TSMC, Netflix & AI Sector – Try the Calabrian Shrimp Scampi
July 20, 2026
PPI Surprise Fuels Rally, Rate-Hike Odds Plunge, Tech Rotates and ‘Good’ Earnings Fall Short – Try the Caccio & Pepe con Fiche
July 16, 2026
Claman Countdown: SlateStone Wealth’s Kenny Polcari on Inflation, Volatility, and Bank Earnings
July 15, 2026
IBM’s Crashes (and Burns) Wiping Out $69B, Banks Deliver Record Profits and CPI Cools Faster Than Expected – Try the Risotto
July 15, 2026