A Bullish Signal from the Big Banks
The big banks are kicking off earnings season, Warsh is making good on his promise for "regime change," and...
First Signal
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The Institutional Shift Onchain
In today’s First Signal, the FDA is restructuring its “radical transparency” initiative, some of the world’s most powerful financial...
This Volatility Was Inevitable
After months of stocks tracking higher, volatility was inevitable.
Don’t Panic Sell AI
This is the market giving us a chance to buy the leaders after a forced reset.
Bitcoin Sellers Are Getting Tired
The people who wanted out have sold. The hedgers already hold their downside insurance. And there is simply less...
The Bigger Picture Hasn’t Changed
Sometimes the smallest forces, the ones almost nobody notices, end up making the biggest difference. Investing works much...
AI Infrastructure Spend Is Accelerating
AI has been the dominant force in this market for the last three years. It started with semiconductors. Then...
The Biotech Winter Finally Thaws
The resurgence in both IPO activity and M&A transactions may mark the beginning of what I believe will be...
Kevin Warsh: Hawk
Clearly, rate expectations are changing. That means we’re in for an interesting second half of the year.