Past Morning Notes

Watching the High Bar For Earnings, Inflation and Iran – July 20, 2026

Technology’s Correction Faces Another Test – July 17, 2026

Earnings Season Takes Center Stage But With A Lot Of Noise – July 13, 2026

Markets Look Past Iran, but Tech Remains Under Pressure – July 10, 2026

July Begins with a Healthier Market Than the Headlines Suggest – July 6, 2026

Tech Corrects, Broader Market Holds Firm – June 29, 2026

Can Earnings Broaden the Bull Market? – June 22, 2026

Markets Rally as U.S.–Iran Agreement Reopens Strait of Hormuz – June 15, 2026

Iran Deal Nearing – Markets Rally – SpaceX Launches – June 12, 2026

Correction, Not Conclusion – June 8, 2026

Employment Day and a Market That Refuses to Tire – June 5, 2026

Peace Rumors Lift Markets Into Holiday-Shortened Week – May 26, 2026