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Archive

Aug 29, 2026

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6 min read

TRADERS & QUANTS - SATURDAY RECAP

Warsh Talked The Long End Down | A Beat Stopped Paying | Druckenmiller Blasted His Own Protégé

Aug 28, 2026

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5 min read

Warsh Said We Have Work to Do | September Hike Odds | PayPal Buyout Is Dead

Warsh said conditions are not restrictive and the Fed has "work to do." September hike odds jumped from 35% to 60% in one hour. PayPal's buyout collapsed. The week ends hawkish.

Aug 28, 2026

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5 min read

Marvell Raised Two Years And Fell | Ulta Grew Without More Customers | Wheat Is A War Trade Now | Gap Missed And Rose

Something changed between Wednesday night and Thursday night. Nvidia beat and had its biggest session in more than a year. Then most of the companies that beat after Thursday's close got sold for it.

Aug 27, 2026

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4 min read

Software Buried SaaSpocalypse | Nvidia Reportedly Buying Hugging Face | AI Trade Bill Is Bigger

Salesforce, CrowdStrike, and Okta all surged. Nvidia reportedly agreed to buy Hugging Face for $12.9 billion. The US goods trade deficit hit its widest level in over 30 years. The AI boom is real and it is getting expensive.

Aug 27, 2026

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5 min read

Nobody Is Being Fired | Payrolls Fell Anyway | Warsh Gets Company Friday | Dollar General's Six Figure Shopper

Three members of the Federal Reserve voted for a rate rise last month. Their case rests on a labor market that held. Tomorrow morning the government puts a number on how many jobs that market actually had.

Aug 26, 2026

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5 min read

PCE Held | Meta Paid $18B to Settle | Iran and Oman Struck a Deal

PCE held exactly as expected, and gave the market nothing new to trade. Meta settled the child safety trial for $18 billion. Iran and Oman announced a revenue-sharing deal on Hormuz. WTI fell. Warsh speaks Friday.

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