Past Morning Notes

Deluge Ahead – July 28, 2025

No Altering Forces on Momentum When News Flow is Skewed Positively- July 25, 2025

Earnings Build, Momentum Fades in the Quiet Week Before the Storm – July 21, 2025

A Shot In The Arm For the Bull-Camp – July 18, 2025

Tariff Deadlines, Data Drops, and the Madness of Crowds – July 14, 2025

Rudeness – July 11, 2025

Tariffs Back In The Spotlight – July 7, 2025

Halftime – Bullet Point Monday – June 30, 2025

FOMO / PCE / BEACH – June 27, 2025

Weekend Events – Markets’ Muted Reaction – June 23, 2025

More Uncertainty for a Compressed Week – June 16, 2025

Trade May Again Headline the Week – June 9, 2025