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TRADERS & QUANTS - SATURDAY RECAP

Sep 19, 2026

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5 min read

TRADERS & QUANTS - SATURDAY RECAP

The Hike Landed on the Front End | Oil Gave Back the Whole War Rally | The Long End Never Moved

Warren Buffett Steps Down | Bitcoin Back Above $80K | Netflix Got Downgraded Hard

Sep 18, 2026

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5 min read

Warren Buffett Steps Down | Bitcoin Back Above $80K | Netflix Got Downgraded Hard

Buffett resigned as Berkshire chairman at 96. Bitcoin crossed $80,000 on the SEC's tokenized stock move. Netflix got downgraded to underweight. The week closed with yields back at 5% and the Dow down for a third straight week.

BOJ Hiked to 31-Year High | Yen Fell Anyway | Lockheed Tripling Patriot Output

Sep 18, 2026

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5 min read

BOJ Hiked to 31-Year High | Yen Fell Anyway | Lockheed Tripling Patriot Output

The BOJ raised rates to 1.25%, its highest since 1995. The yen dropped because two board members dissented and markets doubted more hikes are coming. Lockheed is on track to build 2,000 Patriot missiles next year.

Market Bounced | Salesforce AI Software | The SEC Opened Tokenized Stocks.

Sep 17, 2026

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5 min read

Market Bounced | Salesforce AI Software | The SEC Opened Tokenized Stocks.

Stocks clawed back Wednesday's losses. Salesforce held an investor day reframing AI as an interface revolution. The SEC opened tokenized stock trading two days after Congress failed to pass crypto legislation.

Markets Reversed | Trump Wants Rates at 1% | Generac Surged on Amazon

Sep 17, 2026

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6 min read

Markets Reversed | Trump Wants Rates at 1% | Generac Surged on Amazon

The post-Fed selloff reversed overnight. Trump posted demanding 1% rates. Generac jumped 35% after a $2.4 billion Amazon data center deal. The Bank of England held rates. The BOJ decides tomorrow.

The Fed Hiked | Warsh Said Inflation Is Still Too High | J.B. Hunt Warns on Diesel

Sep 16, 2026

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5 min read

The Fed Hiked | Warsh Said Inflation Is Still Too High | J.B. Hunt Warns on Diesel

The Fed raised rates for the first time in three years. Unanimous 12-0 vote. Warsh said underlying inflation hasn't improved. J.B. Hunt called current fuel swings the most radical it has ever seen.

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