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Morning Dose #293 Neutral

Morning Dose #293: Selective Offensive: Trading the Fed’s Hawkish Pivot – Monday 6/22/2026

Situation Awareness Situation Awareness: Cautious. Market character is defined by a “buy-the-dip” mentality clashing with a hawkish Fed reality. Investors…

Jun 22 3:21

INTC MU ACN+7 more

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Morning Dose #292 Bullish

Morning Dose #292: Bullish Regime: Chips Soar, Services Crater – Friday 6/19/2026

Situation Awareness Situation Awareness: Bullish. The market executed a textbook “buy-the-dip” recovery, shrugging off a hawkish Fed pivot to rally…

Jun 19 4:41

INTC AAPL MU+7 more

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Morning Dose #291 Neutral

Morning Dose #291: The Map is Gone: Fed Hawkishness vs. Oil Relief – Thursday 6/18/2026

Situation Awareness Situation Awareness: Cautious. Market character is defined by a “hawkish pause” regime shift following the FOMC meeting, where…

Jun 18 4:58

INTC AAPL LZB+7 more

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