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Morning Dose #278 Bullish

Morning Dose #278: Record Highs & The Anti-War Trade – Monday 6/1/2026

Situation Awareness Situation Awareness: Bullish. Market character is defined by aggressive risk-on momentum extending into a new week, driven by…

Jun 1 4:48

NVDA TMHC DELL+5 more

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Morning Dose #277 Bullish

Morning Dose #277: The Anti-War Trade & The Dell Explosion – Friday 5/29/2026

Situation Awareness: Bullish. Markets are pushing into fresh record highs driven by a constructive geopolitical backdrop and a massive earnings-driven…

May 29 4:23

DELL S COST+5 more

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