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Morning Thoughts
Media
Morning Thoughts
Morning Thoughts
Media
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
Schwab Network: SlateStone Wealth’s Kenny Polcari on Tech, Market Volatility and Staying Invested
February 23, 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
Priced to Perfection & Panic on Cue: Private Credit Angst and Geo Tension Keep Markets on Edge – Try the Baked Cod
February 20, 2026
Fed Minutes Spark Caution, Stocks RISE on Strong Eco Data, Oil & Gold up as Geopolitical Tensions Rise – Try the Veal/Potato Meatballs.
February 19, 2026
From Steam to Silicon: Disruption Creates Volatility… and Opportunity – Try the Risotto
February 18, 2026
CPI, Two Tales: 1 – Inflation Cools to 2.4% YoY (Better Than Feared), or 2 – ‘Prices Rose’ Narrative. Are We Trading Data or Adjectives? – Try the Rigatoni Caccio e Pere – (Pears not pepper)
February 17, 2026
Varney & Co: SlateStone Wealth’s Kenny Polcari on Cooling Inflation and Market Volatility
February 13, 2026
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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
Schwab Network: SlateStone Wealth’s Kenny Polcari on Tech, Market Volatility and Staying Invested
February 23, 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
Priced to Perfection & Panic on Cue: Private Credit Angst and Geo Tension Keep Markets on Edge – Try the Baked Cod
February 20, 2026
Fed Minutes Spark Caution, Stocks RISE on Strong Eco Data, Oil & Gold up as Geopolitical Tensions Rise – Try the Veal/Potato Meatballs.
February 19, 2026
From Steam to Silicon: Disruption Creates Volatility… and Opportunity – Try the Risotto
February 18, 2026
CPI, Two Tales: 1 – Inflation Cools to 2.4% YoY (Better Than Feared), or 2 – ‘Prices Rose’ Narrative. Are We Trading Data or Adjectives? – Try the Rigatoni Caccio e Pere – (Pears not pepper)
February 17, 2026
Varney & Co: SlateStone Wealth’s Kenny Polcari on Cooling Inflation and Market Volatility
February 13, 2026