Warsh Makes A Hawkish Pivot
Written by Michael Lebowitz and Lance Roberts | Aug 31, 2026 | Daily Market CommentaryTraditionally, the annual Jackson Hole Symposium is where the Fed Chair signals which economic forces…
> Read MoreTraditionally, the annual Jackson Hole Symposium is where the Fed Chair signals which economic forces…
> Read MoreNvidia reported record fiscal second-quarter results Wednesday with revenue more than doubling year over year…
> Read MoreBitcoin peaked a year ago, hitting an all-time high of $126,210 in October 2025, and…
> Read MoreFamed investor Stanley Druckenmiller published a Wall Street Journal opinion piece (Let The Bond Market…
> Read MoreThe Treasury General Account (TGA) is Treasury’s cash balance held at the Federal Reserve. Its…
> Read MoreKevin Warsh delivers his first Jackson Hole speech as Fed Chair on Friday, August 28,…
> Read MoreStarting December 6, 2026, Nasdaq will offer a trading session starting at 9 p.m. to…
> Read MoreThe U.S. Treasury announced yesterday that it will at least double its liquidity-supporting buyback operations…
> Read MoreCem Karsan is flagging August 21, the monthly options expiration (OPEX) date, as the setup…
> Read MoreLast week, we wrote two short articles within our Commentary summarizing Mark Zuckerberg’s new stance…
> Read MoreFriday’s weak retail sales report did more damage to the hawkish case. Sales fell 0.6%…
> Read MoreAccording to an article published Wednesday in The Wall Street Journal, more than 40 S&P…
> Read MoreNvidia announced an agreement with Wall Street heavies, Apollo, BlackRock, Blackstone, Brookfield, Goldman Sachs, and…
> Read MoreGreg Abel just completed his first full quarter as the CEO of Berkshire Hathaway, taking…
> Read MoreThe Tweet on the right below irresponsibly suggests that if SK Hynix shares double, as…
> Read MoreThe Friday BLS employment report showed the economy lost 23k jobs. Along with last Wednesday’s…
> Read MoreAMD and SanDisk (SNDK) delivered earnings beats this week, yet both stocks fell. AMD posted…
> Read MoreSoftware stocks have taken a beating this year on fears that AI will erode pricing…
> Read MoreSoftware stocks have taken a beating this year on fears that AI will erode pricing…
> Read MoreAccording to A Statistical Revamp Is About To Lower Inflation by The Wall Street Journal,…
> Read MoreAccording to A Statistical Revamp Is About To Lower Inflation by The Wall Street Journal,…
> Read MoreThe US Treasury bought Japanese yen last Friday and again Monday morning in its first…
> Read MoreLeopold Aschenbrenner’s Situational Awareness Fund turned $225 million into as much as $45 billion. Not…
> Read MoreAt Wednesday’s FOMC press conference, Chair Warsh made it clear that the Fed’s number one…
> Read MoreDespite the market assigning a moderate 35% chance of a rate hike at yesterday’s FOMC…
> Read MoreThe FOMC meeting concludes today with the rate decision at 2:00 PM ET, followed by…
> Read MoreLast week, chip maker Intel delivered its seventh consecutive quarterly earnings beat with revenue growing…
> Read MoreThursday’s selloff, led by Alphabet down 7% and Tesla down nearly 15%, was a great…
> Read MoreIn physics, kinetic equilibrium describes a system in which forces are balanced, and motion continues…
> Read MorePrediction markets leader Polymarket has a daily contract that bets on whether the S&P 500…
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