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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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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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