Past Morning Notes

Markets Climb as Growth Narrative Holds Firm – May 8, 2026

Uncomfortably Bullish: Markets Balancing Growth, Inflation & Geopolitics – May 4, 2026

Earning The Benefit Of The Doubt – May 1, 2026

A Quiet Open Before a Potentially Historic Week – April 27, 2026

A Better Mood This Morning – April 20, 2026

Strait of Hormuz Back in Focus—Markets Take It in Stride For Now – April 20, 2026

Week 7: Markets Hold Firm, But Patience Is Thinning – April 13, 2026

If A Bottom Is In – The Market Isn’t Confirming It – April 10, 2026

Week 6: Markets Volatile, But Not Broken – April 6, 2026

Same Pattern, New Week: Markets Attempt Another Bounce – March 30, 2026

The Market’s Clock Is Ticking on the Strait – March 27, 2026

A War Week With Central Banks and Nvidia in the Background – March 16, 2026