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Morning Dose #316 Neutral

Morning Dose #316: Coin Flip Tape: Oil, Chips, and the CPI Countdown – Tuesday 8/11/2026

Situation Awareness: Cautious. The tape is caught in a pre-CPI holding pattern — S&P futures sit four points above fair…

Aug 11 4:42

NVDA INTC HIMS+7 more

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Morning Dose #315 Neutral

Morning Dose #315: Bad News, Good Rates: Breadth Explodes Into CPI – Monday 8/10/2026

Situation Awareness: Cautious, constructive undertone. Record-high tape cooling into a modestly lower open after last week’s ferocious rebound (S&P +3.6%,…

Aug 10 5:50

AAPL HPE TSM+6 more

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