Real Winners and Losers Emerge in Asia After Fed Meeting
Japan, Korea and Taiwan are setting new records, while a potential trade to exploit the high degree of leverage creeps into the system.
If ‘Inflation Is a Choice,’ Consumers Should Rejoice
Kevin Warsh kicks off his term as Fed Chair by declaring war on inflation.
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.
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.
Kevin Warsh Makes It Clear There’s a New Sheriff in Town
If you’ve followed Warsh before he became Fed Chair, his press conference shouldn’t have been that surprising.
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.
4 Changes in the Fed’s New Projections, Including a Rate Hike Forecast
The bulk of these changes were expected, except for one.
Updates on 8 Positions as We Wait for the Fed
I’m still finding things to buy. Here’s what I’ve been up to.
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.