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Morning Thoughts
Morning Thoughts
Media
Morning Thoughts
Morning Thoughts
Morning Thoughts
Morning Thoughts
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
The Claman Countdown: SlateStone Wealth’s Kenny Polcari on the Bond Market’s Warning Signs
May 14, 2026
CPI Hotter Than Expected at 3.8% — Inflation Reaccelerates as Oil Tops $102 and Yields Hit Danger Zone – Try the Pork Loin
May 13, 2026
AI Euphoria Drives Narrow New Highs as Hot CPI Looms, Yields Rise, and Geo Tensions Escalate – Try the Baked Cod
May 12, 2026
Markets Ignore Hot Jobs, Celebrate Soft Wages — Geopolitical Risks Return Ahead of CPI – Try the Tortiglione
May 11, 2026
Markets Melt-Up on “HOPE” of US-Iran Deal — Oil Falls by 6%, Bonds and Gold Surge, Yields and VIX Fall – Try Papa Richard’s El Camino Cheese Steak. Kenny Polcari
May 7, 2026
Global Risk-On, Europe +2%, Asia Higher, US Futures on FIRE, Yields Drop, Gold Surges, Oil Drops ALL on HOPE – Try the Steak Pizzaiola
May 6, 2026
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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
The Claman Countdown: SlateStone Wealth’s Kenny Polcari on the Bond Market’s Warning Signs
May 14, 2026
CPI Hotter Than Expected at 3.8% — Inflation Reaccelerates as Oil Tops $102 and Yields Hit Danger Zone – Try the Pork Loin
May 13, 2026
AI Euphoria Drives Narrow New Highs as Hot CPI Looms, Yields Rise, and Geo Tensions Escalate – Try the Baked Cod
May 12, 2026
Markets Ignore Hot Jobs, Celebrate Soft Wages — Geopolitical Risks Return Ahead of CPI – Try the Tortiglione
May 11, 2026
Markets Melt-Up on “HOPE” of US-Iran Deal — Oil Falls by 6%, Bonds and Gold Surge, Yields and VIX Fall – Try Papa Richard’s El Camino Cheese Steak. Kenny Polcari
May 7, 2026
Global Risk-On, Europe +2%, Asia Higher, US Futures on FIRE, Yields Drop, Gold Surges, Oil Drops ALL on HOPE – Try the Steak Pizzaiola
May 6, 2026