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Jun 17, 2026
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5 min read
The March dot plot signaled one cut in 2026. Today's update may signal one hike. Warsh's debut press conference begins with a chart that may have flipped direction before he says a word.
Jun 16, 2026
SpaceX passed Amazon and bought AI coding startup Cursor for $60 billion. Industrials hit all-time highs while chips fell. Eighty percent of fund managers call semis the most crowded trade in survey history.
6 min read
The Nikkei hit a record overnight. The Bank of Japan crossed a 31-year threshold. Warsh's first dot plot drops in 30 hours.
Jun 15, 2026
SpaceX raised $85.7 billion after its green shoe and rose another 13% today. Europe erased every wartime stock loss. Prediction markets give Hormuz only a 57% chance of normalizing by August.
The US and Iran agreed to end a war that lasted more than three months. Oil fell to its lowest level since February. Now Kevin Warsh walks into his first Fed meeting Wednesday with a different set of numbers. The question is whether he says so out loud.
Jun 14, 2026
Institutional tools, refinement, and analysis for traders who refuse to stay reactive. Transcripts, filings, insider clusters, and options flow, distilled into a single weekly signal map.This is what it looks like to treat your portfolio like a responsibility, not a hobby.
