Our Views & Insights
Morning Thoughts
Media
Morning Thoughts
Media
Morning Thoughts
Morning Thoughts
Media
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
MU’s Golden Explosion: $50B Guide Crushes Bears, Ignites AI Rally, and Sparks the Great Rotation – Try the Risotto alla Milanese
June 25, 2026
AI Reality Check: Tech Selloff & Rotation Signals Valuation Jitters – Micron Earnings Loom as the Big Test – Try the Tagliatelle Cremosa
June 24, 2026
Markets Test Tech Conviction as Micron Earnings Loom; AI Rotation Takes Hold – Try the Buccatini Amatraciana
June 23, 2026
RISK ON” GLOBAL RELIEF RALLY: Trump-Iran Deal Sparks Massive Tech & AI Surge, Oil Plunges, Gold Soars, and All Eyes Turn to Kevin Warsh’s First FOMC Presser – Try the Champagne Chicken
June 16, 2026
Varney & Co.: SlateStone Wealth’s Kenny Polcari on AI, Market Leadership and the SpaceX IPO
June 10, 2026
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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
MU’s Golden Explosion: $50B Guide Crushes Bears, Ignites AI Rally, and Sparks the Great Rotation – Try the Risotto alla Milanese
June 25, 2026
AI Reality Check: Tech Selloff & Rotation Signals Valuation Jitters – Micron Earnings Loom as the Big Test – Try the Tagliatelle Cremosa
June 24, 2026
Markets Test Tech Conviction as Micron Earnings Loom; AI Rotation Takes Hold – Try the Buccatini Amatraciana
June 23, 2026
RISK ON” GLOBAL RELIEF RALLY: Trump-Iran Deal Sparks Massive Tech & AI Surge, Oil Plunges, Gold Soars, and All Eyes Turn to Kevin Warsh’s First FOMC Presser – Try the Champagne Chicken
June 16, 2026
Varney & Co.: SlateStone Wealth’s Kenny Polcari on AI, Market Leadership and the SpaceX IPO
June 10, 2026