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Everyone Will Overread the Fed Tomorrow
The AI trade goes deep in the red… Wednesday's presser with no map... Thursday's number Warsh actually watches... and the calendar that decides everything in September
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Timeline cronologica
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Google Beat but AI Stocks Are Still Sinking. What’s Going On?
Luke got the earnings right, but the timing wrong … here's what comes next… an AI event this Thursday… how to play the data center tsunami… readers sound off in the mailbag
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Everyone Will Overread the Fed Tomorrow
The AI trade goes deep in the red… Wednesday's presser with no map... Thursday's number Warsh actually watches... and the calendar that decides everything in September
- ·
The Fed Holds – But Is a September Hike a Lock?
The Fed holds rates steady… Warsh puts on a masterclass in saying nothing… why AI might keep a rate hike at bay… two more hyperscalers report today… last chance for Luke Lango’s…