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Morning Thoughts
Morning Thoughts
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Morning Thoughts
Varney & Co.: SlateStone Wealth’s Kenny Polcari on AI, Market Leadership and the SpaceX IPO
June 10, 2026
Geopolitics + Hot CPI Jitters Hammer Tech, But Diversification Saves the Day — SpaceX IPO Frenzy Looms – Try the Penne Alla Vodka
June 10, 2026
Tech & AI Snap Back After Brutal One-Two Punch — Strong Jobs, Rising Yields, and Rotation Shakeout Set the Stage for This Week’s CPI/PPI Test – Try the Pork Cutlets
June 9, 2026
Varney & Co.: SlateStone Wealth’s Kenny Polcari on AI, Earnings Strength and the Next Wave of Capital
June 3, 2026
Bulls Charge. Geopolitical Tensions rise and Elon Skips the Foreplay and Goes Straight to the Entree! – Try the Risotto
June 3, 2026
Tech & AI Surge to Fresh Records, But Narrow Breadth and Sticky Prices Spark Caution; Markets at the Highs, Leadership Extremely Narrow – Try the Pasta Alla Gricia
June 2, 2026
June Opens Strong: Broader Market Participation Fuels Rally as Focus Shifts to NFP Amid Rising Oil & Geopolitical Jitters – Try the Sweet and Sour Chicken
June 1, 2026
Mag 7 Lifts Markets While Iran ‘Oil-for-Time’ Deal Sets the Clock, Hot PCE, and Thin Breadth Set the Trap – Try the Fettuccini alla Pappalina
May 29, 2026
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Varney & Co.: SlateStone Wealth’s Kenny Polcari on AI, Market Leadership and the SpaceX IPO
June 10, 2026
Geopolitics + Hot CPI Jitters Hammer Tech, But Diversification Saves the Day — SpaceX IPO Frenzy Looms – Try the Penne Alla Vodka
June 10, 2026
Tech & AI Snap Back After Brutal One-Two Punch — Strong Jobs, Rising Yields, and Rotation Shakeout Set the Stage for This Week’s CPI/PPI Test – Try the Pork Cutlets
June 9, 2026
Varney & Co.: SlateStone Wealth’s Kenny Polcari on AI, Earnings Strength and the Next Wave of Capital
June 3, 2026
Bulls Charge. Geopolitical Tensions rise and Elon Skips the Foreplay and Goes Straight to the Entree! – Try the Risotto
June 3, 2026
Tech & AI Surge to Fresh Records, But Narrow Breadth and Sticky Prices Spark Caution; Markets at the Highs, Leadership Extremely Narrow – Try the Pasta Alla Gricia
June 2, 2026
June Opens Strong: Broader Market Participation Fuels Rally as Focus Shifts to NFP Amid Rising Oil & Geopolitical Jitters – Try the Sweet and Sour Chicken
June 1, 2026
Mag 7 Lifts Markets While Iran ‘Oil-for-Time’ Deal Sets the Clock, Hot PCE, and Thin Breadth Set the Trap – Try the Fettuccini alla Pappalina
May 29, 2026




