Past Morning Notes

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

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