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Morning Dose #276 Neutral

Morning Dose #276: Stagflation, War Premiums, and the Snowflake Surge – Thursday 5/28/2026

Situation Awareness: Cautious. The market is navigating a sharp pivot from record highs to a geopolitical risk-off environment as U.S.-Iran…

May 28 5:26

SNOW DLTR DELL+6 more

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Morning Dose #275 Bullish

Morning Dose #275: The Anti-War Trade: Oil Crashes, Tech Soars – Wednesday 5/27/2026

Situation Awareness Situation Awareness: Bullish. Market character is defined by a powerful “Anti-War Trade” narrative driven by falling oil prices…

May 27 4:51

MU SKHYNIX MOD+7 more

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Morning Dose #274 Bullish

Morning Dose #274: The Peace Trade Breakout: Aggressive Buy Signal – Tuesday 5/26/2026

Situation Awareness Situation Awareness: Bullish. The market is driven by a “peace trade” narrative as U.S.-Iran negotiations show significant progress,…

May 26 4:44

SPY QQQ MU+7 more

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Morning Dose #273 Bullish

Morning Dose #273: The Peace Dividend Rally: Earnings, Breadth, and the Fed – Monday 5/25/2026

Situation Awareness Situation Awareness: Bullish. The market is driven by a “peace dividend” narrative as U.S.-Iran negotiations show progress, combined…

May 25 5:16

ROST EL WDAY+7 more

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