Fed Chairman Kevin Warsh’s recent Hawkish Pivot raises a troubling question: is he actually...
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Yield Curve Tells Us More Than We Think
The BLS reported that payrolls jumped by 162,000, more than tripling estimates of a 50,000 gain....
Is CoreWeave At The Mercy Of The Bond Market?
CoreWeave, which rents GPU computing capacity to AI labs and hyperscalers, sits at the heart of a...
Global Bond Yields Fret Inflation & Deficits
For those worried about the impact of deficits and inflation on US bond yields, it’s worth...
The Ternus Era Begins At Apple
After 15 years of guiding Apple to become the largest US company by market cap, Tim Cook stepped...
Wall Streets Verdict: Warsh Turned Hawkish
Because Warsh doesn’t believe in forward guidance, Friday’s Jackson Hole speech may be...
Warsh Makes A Hawkish Pivot
Traditionally, the annual Jackson Hole Symposium is where the Fed Chair signals which economic...
Nvidia Revenue Growth Doubles
Nvidia reported record fiscal second-quarter results Wednesday with revenue more than doubling year...
Bitcoin Up 22%: Has The Halving Cycle Begun?
Bitcoin peaked a year ago, hitting an all-time high of $126,210 in October 2025, and has since...
Druckenmiller Has A Warning: Don’t Mess With Markets
Famed investor Stanley Druckenmiller published a Wall Street Journal opinion piece (Let The Bond...