Past Morning Notes

The Script Changes: A Critical Two Weeks Ahead – October 19, 2026

Earnings Take Center Stage as Inflation Looms – October 12, 2026

Review / Forecast — Rising Rates vs. AI – October 5, 2026

Autumn Arrives With a Wall of Worry – September 8, 2026

Summer Ends, the Bullish Tilt Remains – August 31, 2026

Jackson Hole + Nvidia: The Week’s One-Two Punch – August 24, 2026

Cooling Inflation, Improving Technology – August 17, 2026

Risk-On Takes the Baton – August 10, 2026

August Begins With Near-Term Momentum Still Risk-Off – August 3, 2026

Investing Without Solid Footing – July 28, 2026

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

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