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Morning Thoughts
Stocks Rally on Strong Eco Data, Tech Bounces — Geopolitical Risks Elevated as Iran’s Regime Gets Castrated – Try the Steak Tagliata Florentina
March 5, 2026
Iran Remains Conflicted, Trump Offers Tanker Insurance & Escorts Through Strait of Hormuz, the Kospi Gets Whacked – Try the 8 ‘P’ Pasta
March 4, 2026
Strait of Hormuz Closed, Oil Surges, Futures Tank, Markets Brace for Prolonged Geopolitical Purgatory – Try the Eggs in Purgatory.
March 3, 2026
Operation Epic Fury’ Strikes; Oil Surges 7-8%, Gold Soars, Global Stocks Plunge as Markets Price In Geopolitical Mayhem – But Stay Calm, This Too Shall Pass – Try the Penne Rigate
March 2, 2026
AI Narrative Swings, Transports Surge on Real Economy Strength, While Block Slashes 40% of Workforce to Supercharge AI Future – Try the Swordfish
February 27, 2026
NVDA & CRM Beat But Fail to Ignite Rally as Terminal Value Fears Linger in AI/Software – Try the Pot Roast.
February 26, 2026
Panic to Opportunity: Dead Cat Bounce or Trendline Break? Mkts Await NVDA Earnings – Try the Creamy Sausage Soup
February 25, 2026
AI Disruption Hammers IBM, Gold Blasts Past $5,200, Trump to Take Capitol Hill, and NVDA is just 36 hrs Away – Try the Neapolitan Classic.
February 24, 2026
Friday’s Tariff Immunity Fades: Futures Down as Trade Uncertainty Returns, Gold Rips to New Highs – Try the Beef Short Ribs
February 23, 2026
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Stocks Rally on Strong Eco Data, Tech Bounces — Geopolitical Risks Elevated as Iran’s Regime Gets Castrated – Try the Steak Tagliata Florentina
March 5, 2026
Iran Remains Conflicted, Trump Offers Tanker Insurance & Escorts Through Strait of Hormuz, the Kospi Gets Whacked – Try the 8 ‘P’ Pasta
March 4, 2026
Strait of Hormuz Closed, Oil Surges, Futures Tank, Markets Brace for Prolonged Geopolitical Purgatory – Try the Eggs in Purgatory.
March 3, 2026
Operation Epic Fury’ Strikes; Oil Surges 7-8%, Gold Soars, Global Stocks Plunge as Markets Price In Geopolitical Mayhem – But Stay Calm, This Too Shall Pass – Try the Penne Rigate
March 2, 2026
AI Narrative Swings, Transports Surge on Real Economy Strength, While Block Slashes 40% of Workforce to Supercharge AI Future – Try the Swordfish
February 27, 2026
NVDA & CRM Beat But Fail to Ignite Rally as Terminal Value Fears Linger in AI/Software – Try the Pot Roast.
February 26, 2026
Panic to Opportunity: Dead Cat Bounce or Trendline Break? Mkts Await NVDA Earnings – Try the Creamy Sausage Soup
February 25, 2026
AI Disruption Hammers IBM, Gold Blasts Past $5,200, Trump to Take Capitol Hill, and NVDA is just 36 hrs Away – Try the Neapolitan Classic.
February 24, 2026
Friday’s Tariff Immunity Fades: Futures Down as Trade Uncertainty Returns, Gold Rips to New Highs – Try the Beef Short Ribs
February 23, 2026