S&P Futures: -33 vs FV.
Nasdaq Futures: -395 vs FV.
10-Year Note: 4.48%.
2-Year Note: 4.06%.
3-Month T-Bill: 3.71%.
US Dollar Index: -0.21%
WTI Crude: $95.27.
Gold: +0.67%
Silver: -0.15%.
Bitcoin: -4.61%.
Position: Long physical gold & silver
Rise and shine, cupcake. It’s Thursday morning and the pitchforks are out. Time to get after it. ]No, Wednesday wasn’t just a bad dream. Nasdaq futures are trading “ugly” this morning while S&P futures are simply trading “in the red.”
Dougie is off today. It is I, Sarge. I will be your tour guide for the day, so let’s crank it up. Coffee, push-ups (or some personally appropriate activity), repeat.
I, I’m invincible
I’m indestructible
It’s my destiny
I’m invincible
I’m unshakable
Through the truth in my soul
– John Cooper (Skillet), 2000
Rock on, my brothers and sisters. Helmets, flak jackets, gas masks and three sources of water. I want everyone out on the parade field with their gear in fifteen minutes.
Now, move…
Position: None
We’re planning to buy more shares of the name after an announcement from the U.S. Navy’s Southern Command.
Is it time to buy the cybersecurity name after a “standout quarter”?
Let’s check the latest from Iran, the OECD’s dire forecast, another round of tariffs … and my Marvell miss.
We missed making some money in Marvell over 2026, so here’s how I’d handle the name now, and in the longer term.
Let’s check latest in Iran talks as deal appears to stall; manufacturing’s apparent comeback, and sort through the mega IPOs.
Advanced Micro Devices appears ripe for some bloodletting after a major Nvidia and Microsoft update.
Some key escalation in the U.S.-Iran conflict has moved equities index futures forward.
