Fed Gets Clean Start With Warsh, Retail Sales Shine, Sarge’s Secrets
Warsh takes fresh approach at FOMC, retail sales show economy is still pumping, and I tell the simple secrets to success.
Inflation Concerns to Battle With the AI Growth Narrative
Here’s my strategy with AI bubble worries now competing with a Fed preparing for potential rate hikes.
This Week, the Plan Hasn’t Quite Come Together
The market finally got oversold, but not in the manner I expected. Let’s see what’s next.
Warsh Is in No Rush to Cut Rates — And the Market Reacts
Hopes were high for some dovish comments but the new Fed Chair failed to deliver.
New Chair Kevin Warsh Wants to Bring Fed into the AI and Data Age
The new Federal Reserve chair outlined his vision for the future.
Careful Where You Step in This Market
Tech is looking stretched, housing is looking weak and SpaceX is blasting past powerhouses like Amazon as other AI companies line up to go public.
Tech Tumbles, SpaceX Soars, Warsh-Era Begins
Let’s examine what to expect from the FOMC, look at post-IPO SpaceX, and peer down at Marvell, Intel and KLA Corp.
Warsh Faces Dilemma Amid Investor Hopes for a Dovish Fed and Inflation
The new Fed Chair will have a difficult time delivering the rate cuts that Trump desires.
Are Options Traders Sounding a Warning Signal for Stocks?
We can talk about the Semis and the transports, but it’s the options that are giving the most worrying signal.
Financial Stocks Benefit as Rotational Action Intensifies
Technology names led on Monday, but lower interest rates were the focus on Tuesday.