Jul 2026 — Aug 2026
Aug 5, 2026 • 9 minutes
Mixed Markets, Strong Q2 Earnings, and Why the Fed Can’t Just Let Rates Float
Aug 4, 2026 • 10 minutes
Markets Surge on Hormuz Deal Hopes; AI Volatility, Leverage Risks, and Fed Inflation Tools
Aug 3, 2026 • 16 minutes
July’s Weird Market, Mega-Cap Capex Questions, Iran Headlines, and Yen Intervention
Jul 31, 2026 • 25 minutes
Dividend Cafe: Why the Fed Held Rates and What Chair Warsh Signals Next
Jul 30, 2026 • 8 minutes
Semiconductor Rebound, Blowout Software Earnings, and Key Inflation Data
Jul 29, 2026 • 7 minutes
Fed Holds Rates as Markets Sell Off; AI Bailout Comparisons to GFC
Jul 28, 2026 • 5 minutes
Market Rotation, Sector Dispersion, and Fed Meeting Chatter
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