Past Morning Notes

Gap Up, Fall Down—An Unnerving Market Pattern – November 21, 2025

Pattern Recognition Ends Patterns – November 17, 2025

Investors Breathe Again (for Now): Senate Nudges the Can to January – November 10, 2025

Markets Take a Breather: Why This Pullback May Be Short-Lived – November 7, 2025

Earnings Stay Strong, Data Stays Dark – November 3, 2025

AI Continues to Fuel the Bull—Despite Crosscurrents – October 31, 2025

Futures Rise Ahead of a Barnburner Week — October 27, 2025

CPI Released Despite Shutdown — Softer Print Clears Way for Fed Cut — October 24, 2025

Markets Keep Climbing the Wall of Worry – This Week Without Water — October 20, 2025

The Market’s “Deep V” Signature Returns —October 14, 2025

Shutdown Day 10: Bonds Itchy, Equities Unfazed —October 10, 2025

Markets Rise Despite Shutdown; Global Politics Take Center Stage – October 6, 2025