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Morning Thoughts
Morning Thoughts
Morning Thoughts
Morning Thoughts
Morning Thoughts
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
Varney & Co.: SlateStone Wealth’s Kenny Polcari on Earnings Season, Consumer Strength, and Tech Leadership
July 10, 2026
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
Schwab Network: SlateStone Wealth’s Erin Gibbs on AI Spending, Market Rotation, and Earnings Season
July 8, 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
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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
Varney & Co.: SlateStone Wealth’s Kenny Polcari on Earnings Season, Consumer Strength, and Tech Leadership
July 10, 2026
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
Schwab Network: SlateStone Wealth’s Erin Gibbs on AI Spending, Market Rotation, and Earnings Season
July 8, 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