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Morning Dose #314 Neutral

Morning Dose #314: Cautious Before the Bell: Jobs Day, Narrowing Breadth, and the CPI Fuse – Friday 8/7/2026

Situation Awareness Situation Awareness: Cautious. Futures point higher to close out a heavy earnings week — S&P 500 futures +18…

Aug 7 5:40

TTD DOCS U+6 more

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Morning Dose #313 Neutral

Morning Dose #313: Split Tape: Chips Get Punished, Dow Keeps Sprinting – Thursday 8/6/2026

Situation Awareness: Cautious. A record-setting four-session rally hit its first real resistance as memory-chip guidance dragged Nasdaq futures lower while…

Aug 6 5:08

SNDK WDC APP+7 more

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Morning Dose #312 Bullish

Morning Dose #312: Breadth Confirms It: S&P Tops 7,700 as Chips Roar Back – Wednesday 8/5/2026

Situation Awareness: Bullish regime, broadening. The tape is riding a two-day momentum wave — the S&P 500 closed at a…

Aug 5 6:45

LLY AMD ANET+6 more

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