Afternoon Note
The stock market comes into the week still on autopilot and with one of the most intriguing rallies I’ve ever seen.
As I was thinking about the uniqueness of the rally, I recalled the highly successful marketing campaign for eggs.
The incredible edible egg began airing in the 1970s.
I suspect if the current rally could be marketed it would be called: the incredible investable stock market.

Still anxiety is creeping in.
It’s a new day but the same script for the market as financials lead the way, but there is an interesting twist.

The Technology (XLK) leader today is Corning (GLW).
The company upped its guidance for the quarter citing generative AI -this is good for the hype. Part of the story and the move in the stock underscores a desire to find new ‘hot’ names, even those born in the same year as Oscar Wilde.
| Tweet |
| 9/25/2026 1:21 PM | Diplomatic Hopes Set the Mood |
| 9/25/2026 9:38 AM | THE LEAD HORSES ARE BACK |
| 9/24/2026 1:20 PM | Yields Set the Tone |
| 9/24/2026 9:35 AM | TOO HOT? |
| 9/23/2026 1:09 PM | Rate Hike Fears |
| 9/23/2026 9:29 AM | RECORDS, RIVALS, AND THE RACE FOR AI |
| 9/22/2026 1:17 PM | Digesting Monday’s Rally |
| 9/22/2026 9:36 AM | A Strong Start to the Week |
| 9/21/2026 1:14 PM | Monday Momentum |
| 9/21/2026 9:33 AM | Tech Poised to Surge |
| 9/18/2026 1:32 PM | Yields Overshadowing Chip Strength |
| 9/18/2026 10:09 AM | REMEMBER 3D PRINTING? |
| 9/17/2026 1:29 PM | Bounce Back Thursday |
| 9/17/2026 9:45 AM | TIME FOR WARSH TO LEARN BLACKJACK AND BOXING |
| 9/16/2026 1:19 PM | Setting the Stage |
| 9/16/2026 9:37 AM | WILL WARSH BLINK? |
| 9/15/2026 1:39 PM | Tough Tuesday |
| 9/15/2026 9:39 AM | DOOMSDAY POSTPONED |
| 9/14/2026 1:23 PM | AI Slowdown, Yields Surge |
| 9/14/2026 9:56 AM | AI DOOM DOMINATED THE WEEKEND |
| 9/11/2026 1:23 PM | Staging a Rebound |
| 9/11/2026 9:41 AM | Monumental Tech Momentum Decline |
| 9/10/2026 1:20 PM | Choppy Action |
| 9/10/2026 9:32 AM | CALLING BESSENT'S BLUSTER |
| 9/9/2026 1:34 PM | Busy Wednesday |
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