# morning market (blogs) — RSS Amplifier Recent posts from the 2 feeds in the RSS Amplifier directory that cover morning market. Page: Feed: --- ## [NVDA Earnings Coverage - Morning Market Note - 8/26/26](https://bespokeinvest.substack.com/p/nvda-earnings-coverage-morning-market) _2026-08-26 · Bespoke Investment Group · Bespoke’s Substack_ “Run, don’t walk. ## [New Home Prices Fall to 5-Year Low; Now Cheaper Than Existing Homes](https://bespokeinvest.substack.com/p/new-home-prices-fall-to-5-year-low) _2026-08-25 · Bespoke Investment Group · Bespoke’s Substack_ Today’s busy slate of economic data included multiple housing releases. ## [Stocks Rally as VIX Hovers Near Historic August Lows - Morning Market Note - 8/25/26](https://bespokeinvest.substack.com/p/stocks-rally-as-vix-hovers-near-historic) _2026-08-25 · Bespoke Investment Group · Bespoke’s Substack_ “Every basis point of artificial yield suppression is a subsidy to procrastination.” — Stanley F. ## [Aug 25 MMR (Morning Market Report)](https://2ndskiestrading.substack.com/p/aug-25-mmr-morning-market-report) _2026-08-25 · Chris Capre · Second Sight: Positioning + Options Flow + Neuroscience_ Before PCE + NVDA earnings = 0 DTE ## [Industrials Bend but Don't Break](https://bespokeinvest.substack.com/p/industrials-bend-but-dont-break) _2026-08-24 · Bespoke Investment Group · Bespoke’s Substack_ Industrials rebounded 0.29% on Friday, snapping four consecutive declines. ## [Weekly OFR (Option Flow Report)](https://2ndskiestrading.substack.com/p/weekly-ofr-option-flow-report-514) _2026-08-24 · Chris Capre · Second Sight: Positioning + Options Flow + Neuroscience_ Aug 24-28 ## [Utilities Lose Their Charge - Morning Market Note - 8/24/26](https://bespokeinvest.substack.com/p/utilities-lose-their-charge-morning) _2026-08-24 · Bespoke Investment Group · Bespoke’s Substack_ "My approach to every game was to try to erase the games that were before and try to focus on the game at hand." – Cal Ripken, Jr. ## [Beef and Eggs: Back Below $10](https://bespokeinvest.substack.com/p/beef-and-eggs-back-below-10) _2026-08-21 · Bespoke Investment Group · Bespoke’s Substack_ Beef prices are back in the news today after President Trump announced a plan to import 300,000 tons of ground beef over the next three months exempt from tariffs and at 25% below market prices. ## [Aug 21 MMR (Morning Market Report)](https://2ndskiestrading.substack.com/p/aug-21-mmr-morning-market-report) _2026-08-21 · Chris Capre · Second Sight: Positioning + Options Flow + Neuroscience_ Aug op-ex heading into a big macro week ## [That's the Way the Bitcoin Bounces - Morning Market Note - 8/21/26](https://bespokeinvest.substack.com/p/thats-the-way-the-bitcoin-bounces) _2026-08-21 · Bespoke Investment Group · Bespoke’s Substack_ “Writing a description for this thing for general audiences is bloody hard. ## [Daily plans, scheduled by AI (Sponsored)](https://crawlproof.com/a/D8FuoplioQUw) _2026-08-21 · **Sponsored**_ AI-made daily plans that schedule tasks and protect focus time. ## [NVIDIA (NVDA) Next Up - What’s Better Than a Triple Play?](https://bespokeinvest.substack.com/p/nvidia-nvda-next-up-whats-better) _2026-08-20 · Bespoke Investment Group · Bespoke’s Substack_ Walmart (WMT) is currently trading lower on earnings for the sixth time in the last seven quarters and having its worst earnings reaction day since its May 2022 report. ## [Crypto Surge](https://bespokeinvest.substack.com/p/crypto-surge) _2026-08-20 · Bespoke Investment Group · Bespoke’s Substack_ Optimism about the Senate passing the Clarity Act (which is focused on crypto) and an industry meeting with the President this week have sent crypto into a massive two-day gain of more than 10%. ## [Aug 20 MMR (Morning Market Report)](https://2ndskiestrading.substack.com/p/aug-20-mmr-morning-market-report) _2026-08-20 · Chris Capre · Second Sight: Positioning + Options Flow + Neuroscience_ Yields and Oil on the move ## [Not All Retail is Created Equal - Morning Market Note - 8/20/26](https://bespokeinvest.substack.com/p/not-all-retail-is-created-equal-morning) _2026-08-20 · Bespoke Investment Group · Bespoke’s Substack_ “You can make a lot of mistakes and still recover if you run an efficient operation. ## [Semis Down, Biotech Up](https://bespokeinvest.substack.com/p/semis-down-biotech-up) _2026-08-19 · Bespoke Investment Group · Bespoke’s Substack_ Before getting to a few quick charts on what’s moving today, be sure to watch the CNBC clip below featuring Bespoke’s Paul Hickey. ## [Aug 19 MMR (Morning Market Report)](https://2ndskiestrading.substack.com/p/aug-19-mmr-morning-market-report) _2026-08-19 · Chris Capre · Second Sight: Positioning + Options Flow + Neuroscience_ Bond yields on the move ## [Happy Anniversary Alphabet - Morning Market Note - 8/19/26](https://bespokeinvest.substack.com/p/happy-anniversary-alphabet-morning) _2026-08-19 · Bespoke Investment Group · Bespoke’s Substack_ “While it may seem that we have come far already, this is just the beginning of a lifetime.” – Sergey Brin ## [The Rebalancing Game - 60/40 vs. SPY](https://bespokeinvest.substack.com/p/the-rebalancing-game-6040-vs-spy) _2026-08-18 · Bespoke Investment Group · Bespoke’s Substack_ Two 50%+ drawdowns for the stock market within a decade of each other made the traditional “60/40” portfolio of 60% stocks and 40% bonds an easy sell after the Financial Crisis. ## [Tech Leads Losses - Morning Market Note - 8/18/26](https://bespokeinvest.substack.com/p/tech-leads-losses-morning-market-365) _2026-08-18 · Bespoke Investment Group · Bespoke’s Substack_ “Capitalism is brutal. ## [Aug 18 MMR (Morning Market Report)](https://2ndskiestrading.substack.com/p/aug-18-mmr-morning-market-report) _2026-08-18 · Chris Capre · Second Sight: Positioning + Options Flow + Neuroscience_ No earnings - just macro forces moving ## [Retro Grid Dungeon Crawler (Sponsored)](https://crawlproof.com/a/vBHSYQyurLEN) _2026-08-18 · **Sponsored**_ Retro grid movement with first-person combat, loot and skill-tree progression. ## [Bull Dogs](https://bespokeinvest.substack.com/p/bull-dogs) _2026-08-17 · Bespoke Investment Group · Bespoke’s Substack_ Along with staying on top of the AI boom over the last few years, we’ve also tried to look elsewhere for ideas at various points in time. ## [Memory: The Sector With No Memory](https://bespokeinvest.substack.com/p/memory-the-sector-with-no-memory) _2026-08-17 · Bespoke Investment Group · Bespoke’s Substack_ There’s an old Saturday Night Live sketch called “Mr. ## [Cracker Barrel (CBRL) Back to Pre-Logo Change Levels](https://bespokeinvest.substack.com/p/cracker-barrel-cbrl-back-to-pre-logo) _2026-08-17 · Bespoke Investment Group · Bespoke’s Substack_ Below is a snapshot of 30 restaurant stocks sorted by year-to-date performance. ## [SPY This Week: The 780 Wall and the Fragile Zone Below](https://2ndskiestrading.substack.com/p/spy-this-week-the-780-wall-and-the) _2026-08-17 · Chris Capre · Second Sight: Positioning + Options Flow + Neuroscience_ Watch now | Insights into our OFR for the week [Listen](https://api.substack.com/feed/podcast/211569613/27ba8502e39c78771179c6629c94cf55.mp3) ## [Hovering Near Highs - Morning Market Note - 8/17/26](https://bespokeinvest.substack.com/p/hovering-near-highs-morning-market) _2026-08-17 · Bespoke Investment Group · Bespoke’s Substack_ “I generally avoid temptation unless I can’t resist it.” – Mae West ## [How Gamma Positioning Called $NBIS Support at $250 (Live Trade Review)](https://2ndskiestrading.substack.com/p/how-gamma-positioning-called-nbis) _2026-08-16 · Chris Capre · Second Sight: Positioning + Options Flow + Neuroscience_ Watch now | Using institutional positioning and PFP for your entry [Listen](https://api.substack.com/feed/podcast/211420910/9181e881c72e7709647722dd162c9e0a.mp3) ## [Aug 13 MMR (Morning Market Report)](https://2ndskiestrading.substack.com/p/aug-13-mmr-morning-market-report-d5f) _2026-08-14 · Chris Capre · Second Sight: Positioning + Options Flow + Neuroscience_ Quiet week heading into op-ex next week ## [Morning Market Note - 8/14/26](https://bespokeinvest.substack.com/p/morning-market-note-81426) _2026-08-14 · Bespoke Investment Group · Bespoke’s Substack_ "We have resolved to pave the way for a grand peace for all generations to come by enduring the unendurable and bearing the unbearable." - Emperor Hirohito, 8/14/1945 ## [Morning Market Note - 8/13/26](https://bespokeinvest.substack.com/p/morning-market-note-81326) _2026-08-13 · Bespoke Investment Group · Bespoke’s Substack_ "Genius sees the answer before the question." - J. ## [Million Dollar Home Sales Up to 8.3%](https://bespokeinvest.substack.com/p/million-dollar-home-sales-up-to-83) _2026-08-12 · Bespoke Investment Group · Bespoke’s Substack_ Yesterday’s release of US Existing Home Sales for July came in slightly stronger than expected. ## [Open directory of blogs (Sponsored)](https://crawlproof.com/a/v31ltGSQKszl) _2026-08-12 · **Sponsored**_ Drop URLs or OPML — get per-blog pages plus machine-readable JSON, OPML, text ## [Doubly-Good Guidance - Morning Market Note - 8/12/26](https://bespokeinvest.substack.com/p/doubly-good-guidance-morning-market) _2026-08-12 · Bespoke Investment Group · Bespoke’s Substack_ Below we focus on year-to-date performance for the eleven major S&P 500 sector ETFs. ## [Aug 12 MMR (Morning Market Report)](https://2ndskiestrading.substack.com/p/aug-12-mmr-morning-market-report) _2026-08-12 · Chris Capre · Second Sight: Positioning + Options Flow + Neuroscience_ CRWV + NBIS earnings posted while CPI is on deck ## [Nearly a Third of Tech Has Raised Guidance](https://bespokeinvest.substack.com/p/nearly-a-third-of-tech-has-raised) _2026-08-11 · Bespoke Investment Group · Bespoke’s Substack_ With more than 1,500 companies already reporting their Q2 numbers, we can confidently say that this has been one of the strongest earnings seasons relative to expectations in the last couple of decades. ## [The 3.5% Line](https://bespokeinvest.substack.com/p/the-35-line) _2026-08-11 · Bespoke Investment Group · Bespoke’s Substack_ Below is an in-depth and helpful analysis of historical stock market returns based on various levels of inflation ahead of tomorrow’s July CPI release. Subscribe to read it! Read more ## [Space Stocks](https://bespokeinvest.substack.com/p/space-stocks) _2026-08-11 · Bespoke Investment Group · Bespoke’s Substack_ SpaceX (SPCX) has started to show signs of life again after trading down nearly every day in July. ## [Aug 11 MMC (Morning Market Commentary)](https://2ndskiestrading.substack.com/p/aug-11-mmc-morning-market-commentary) _2026-08-11 · Chris Capre · Second Sight: Positioning + Options Flow + Neuroscience_ In between catalysts ## [Morning Market Note - 8/11/26](https://bespokeinvest.substack.com/p/morning-market-note-81126) _2026-08-11 · Bespoke Investment Group · Bespoke’s Substack_ "Never trust a computer you can't throw out a window." - Steve Wozniak ## [Morning Market Note - 8/10/26](https://bespokeinvest.substack.com/p/morning-market-note-81026) _2026-08-10 · Bespoke Investment Group · Bespoke’s Substack_ "You can't sit on the lid of progress. ## [SharkNinja (SN) Keeps Eating](https://bespokeinvest.substack.com/p/sharkninja-sn-keeps-eating) _2026-08-07 · Bespoke Investment Group · Bespoke’s Substack_ SharkNinja (SN) could be the title of a B-movie with a wild plot, or it could even be the name of a penny-stock company with a technology nobody understands. ## [Does CAKE Take the Cake?](https://bespokeinvest.substack.com/p/does-cake-take-the-cake) _2026-08-07 · Bespoke Investment Group · Bespoke’s Substack_ Along with a recent feature on home-appliance behemoth SharkNinja (SN), today we wanted to feature another consumer-related company that reported a big earnings triple play this quarter: Cheesecake Factory (CAKE). ## [TGIF???? - Morning Market Note - 8/7/26](https://bespokeinvest.substack.com/p/tgif-morning-market-note-8726) _2026-08-07 · Bespoke Investment Group · Bespoke’s Substack_ “I know it's impossible. ## [Aug 7 MMC (Morning Market Commentary)](https://2ndskiestrading.substack.com/p/aug-7-mmc-morning-market-commentary) _2026-08-07 · Chris Capre · Second Sight: Positioning + Options Flow + Neuroscience_ NFP Edition ## [Why This Has Been an A+ Earnings Season](https://bespokeinvest.substack.com/p/why-this-has-been-an-a-earnings-season) _2026-08-06 · Bespoke Investment Group · Bespoke’s Substack_ With over 1,100 reports so far this earnings season, we’ve got a lot of data to assess how things are looking. ## [Aug 6 MMC (Morning Market Commentary)](https://2ndskiestrading.substack.com/p/aug-6-mmc-morning-market-commentary) _2026-08-06 · Chris Capre · Second Sight: Positioning + Options Flow + Neuroscience_ SNDK down heavy post earnings - Back to macro focus ## [Tech Leads the Week's Winners - Morning Market Note - 8/6/26](https://bespokeinvest.substack.com/p/tech-leads-the-weeks-winners-morning) _2026-08-06 · Bespoke Investment Group · Bespoke’s Substack_ “Sometimes people let the same problem make them miserable for years when they could just say, So what.” – Andy Warhol ## [Tech Takes Back Off](https://bespokeinvest.substack.com/p/tech-takes-back-off) _2026-08-05 · Bespoke Investment Group · Bespoke’s Substack_ As we discussed in today’s Chart of the Day, the S&P 500 went from oversold to extremely overbought in a very short span. ## [NVIDIA (NVDA) Ties a Record Run](https://bespokeinvest.substack.com/p/nvidia-nvda-ties-a-record-run) _2026-08-05 · Bespoke Investment Group · Bespoke’s Substack_ Before getting to our latest note, be sure to sign up for our Think BIG mailing list if you’re not yet on it! ## [Aug 5 MMC (Morning Market Commentary)](https://2ndskiestrading.substack.com/p/aug-5-mmc-morning-market-commentary) _2026-08-05 · Chris Capre · Second Sight: Positioning + Options Flow + Neuroscience_ Post SPCX & AMD Earnings ## [He Was Right About AI, and Still Lost $35 Billion](https://2ndskiestrading.substack.com/p/he-was-right-about-ai-and-still-lost) _2026-08-04 · Chris Capre · Second Sight: Positioning + Options Flow + Neuroscience_ Why Situational Awareness blew up, and being right does not = surviving in the markets ## [Aug 4 MMC (Morning Market Commentary)](https://2ndskiestrading.substack.com/p/aug-4-mmc-morning-market-commentary) _2026-08-04 · Chris Capre · Second Sight: Positioning + Options Flow + Neuroscience_ SPCX Earnings Edition