One move → Asher 212.500.1312 (above).
Tape → Futures +0.71%, chip rebound; ⚠️ CPI Wednesday is the week's live grenade.
Money → Jun 15 mortgage cluster $9,854 — fund Chase 5007 + 9312-6651 by Friday Jun 13.
Queue → 4 P0s flagged "due today," 2 P1s OVERDUE since Jun 7. See cards below.
🕍 Shacharis 8:55–10:10 AM — nothing before 10:30 AM (davening block active).
S&P 500 futures: +0.71% premarket · SPY ~$743.69 · Chip/AI rebound driving. [Benzinga / CNBC]
The WHY: Friday's rout (−2.6% S&P) is partially reversing on confirmed AI capex: Amazon + Corning fiber deal confirmed hyperscaler spend intact. Iran halted Israeli strikes → ceasefire fragile but lifted risk-off. [CNBC / Yahoo Finance]
⚠️ BIGGEST RISK THIS WEEK: May CPI — Wednesday June 10. Consensus ~4.2% YoY. May jobs +172K (doubled consensus) already spooked markets last Friday; Fed hike odds for Dec 2026 ~43% (CME FedWatch). A hot print = re-test of Friday's lows. FOMC June 16–17 is 99.3% hold. [Morningstar / Yahoo Finance]
| Ticker | Premarket | Chg | Note |
|---|---|---|---|
| SPY | ~$743.69 | +0.15% | Chip rebound day |
| NVDA | ~$208.64 | +1.73% | AI capex narrative restored |
| META | ~$585.39 | −1.28% | Secondary offering overhang from Fri |
| AAPL | ~$301.54 | −1.89% | Macro rate pressure, no AI revenue catalyst |
| GOOG | ~$363.03 | −1.42% | Soft mega-cap; no specific driver |
| AMZN | ~$245.22 | −0.33% | Resilient; Corning AI deal = tailwind |
| COST | ~$952.56 | −0.18% | Quiet; no catalyst |
| LLY | unverified | — | Last close ~$1,143–$1,182 range |
| ABBV | unverified | — | Last close ~$227.23 (Jun 5) |
| ASML | ~$1,769.16 | −1.15% | Semi equipment lags chip rebound; China export headwind |
Crypto: CoinGecko unreachable this run (403). Last known from context 6/8: BTC ~$63,418 / ETH ~$1,682 — treat as stale. Pull IBIT if you want BTC exposure read.
| ID | Pri | Status | Item | Due |
|---|---|---|---|---|
| 009 | P0 | OPEN | Eden Gardens #20028 demand instruction — Asher blocked (auto-reply since 6/4) | TODAY |
| 016 | P0 | OPEN | HOA Sommerset stipulations + $5,609.30 down — Jun 3 deadline PASSED, unfunded; Orlando Law | TODAY |
| 003 | P0 | NEED_INFO | Taxes → turn pending refunds into actual cashflow | TODAY |
| 011 (queue) | P0 | OPEN | Darchei Torah registration — LATE, fees already applied | TODAY |
| 002 | P1 | OVERDUE | William Penn — review statement + set up payment schedule | Jun 7 ⚠️ |
| 007 | P1 | OVERDUE | Barry Holzer — schedule Eli appointment | Jun 7 ⚠️ |
| 004 | P1 | OPEN | Mendi from Yeshiva — keep client conversation moving | TODAY |
118 total queue rows; 53 are P0/P1. Net: 4 P0 OPEN + 2 P1 OVERDUE = 6 items need action today. The two-card node (HOA + Eden) both resolve via the same phone call → see One Move above.
Jun 15 Mortgage Cluster: $9,854.01 total — fund by Friday Jun 13
| Item | Amount | Pay From | Status |
|---|---|---|---|
| Fifth Third Bank — Home Mortgage | $3,312.59 | Chase 5007 | Autopay |
| Shellpoint — 9332 Mortgage | $3,161.51 | 9312-6651 | MIXED — verify manually |
| Selene Finance — 9312 Mortgage | $3,379.91 | 9312-6651 | Autopay |
| William Penn Life Insurance | $596.00 | Chase 5007 | NOT on autopay — manual |
Fund targets by Fri Jun 13:
Chase 5007: $3,908.59 (Fifth Third $3,312.59 + William Penn $596)
9312-6651: $6,541.42 (Shellpoint $3,161.51 + Selene $3,379.91)
⚠️ Shellpoint: Sheet has conflicting "Not Scheduled" (legacy row) vs "Scheduled" (v2 row). Given the May 22 missed wire on this property — verify directly before Saturday.
Overdue (from June 1):
| Item | Amount | Pay From | Issue |
|---|---|---|---|
| Camp Agudah | $200.00 | Chase5609 | No autopay, not actioned |
| Ohr Chedva | $250.00 | NOT SET | No pay-from, no schedule |
TODAY — Tue Jun 9
TOMORROW — Wed Jun 10
Thu Jun 11
Cloud environment blocked outbound calls to Google Apps Script (HTTP 403 — network policy). Push attempted via built-in notification channel. GAS endpoint: AKfycby…Z-LjbQ. If you didn't receive a Telegram ping, note this for the ops-api network allowlist.
MIS portfolio positions: not pulled this run — MIS v2 is under hard freeze (no engine calls). Last verified equity: $22,135 (broker-verified Jun 4 snapshot via portrecon). Re-run fn=portrecon for a live read.
/home/user/hookstreet-workspace/outputs/2026-06-09_08-06_briefing_morning-spine.html17deb1c · repo zee78900/hookstreet-workspace