Hawkish Warsh Tells Wall Street to Beat It
The man was clear. His concern is inflation and Main Street.
Will Warsh Be More Forthcoming About Fed Policy?
The Fed Chair thinks the central bank should communicate less rather than more, but the market is hungry for insight into inflation.
Showtime in Wyoming, Great Day for My Book (But Not Breadth), Charting Nvidia
The market will run through Jackson Hole Friday. Here are my thoughts as Kevin Warsh takes the stage.
Sell Rosh, Buy Yom in 2026?
There’s an old adage about selling stocks before Rosh Hashanah and buying them back on Yom Kippur. Is there a chance that this strategy works in 2026?
Updating My Shopping List as We Await Warsh at Jackson Hole
Chips and software rally while the rest of the market struggles.
With the Nasdaq Nearing Oversold, Let’s Check the Intermediate-Term Indicators
Readers have asked about the intermediate-term indicators. They’re not saying much yet, but that might change as Nasdaq nears oversold.
Calm Before Storm as Nvidia Earnings, Data Deluge, Bigger Trade War Loom
Earnings land tonight from NVDA, CrowdStrike and Salesforce, after we get a plethora of economic data and as we deal with Iran and a trade spat with Canada.
Investors Await Nvidia Earnings and 2 Major Economic Events
Is inflation high because of tariffs and the Iran war, or just because the economy is running too hot?
People Still Think Bonds Are Scary
The question is, does that make bonds a buy here? And the Nasdaq is close to being oversold.
The Market Got What It Wanted. So Why Did Nobody Care?
Here’s what it means when a rate-friendly session fails to attract buying. Plus, Dick’s results raise a familiar question..