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Morning Dose #263 Neutral

Morning Dose #263: Jobs Report Reset: Cautious, Selective, Scenario-Ready – Friday 5/8/2026

Situation Awareness Situation Awareness: Cautious. Markets look to open higher, shrugging off geopolitical flares with Iran, but volatility remains elevated.…

May 8 5:13

AKAM FWRD UPWK+3 more

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Morning Dose #262 Bullish

Morning Dose #262: Productivity Miss, AI Momentum, and the $4,180 SPX Line – Thursday 5/7/2026

Situation Awareness Situation Awareness: Bullish. Indices are poised to open slightly higher after yesterday’s rally pushed the S&P 500 and…

May 7 5:28

AMD UBER NVDA+3 more

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Morning Dose #261 Bullish

Morning Dose #261: Regime Shift Morning: Breadth, Earnings, and Oil’s Pivot – Wednesday 5/6/2026

Situation Awareness Situation Awareness: Bullish. Broad-based rally fueled by easing oil prices, tech strength, and potential geopolitical de-escalation. Indices are…

May 6 4:12

AAPL GOOGL NVDA+6 more

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