Tag: Kevin Warsh

Market Pulse • August 30, 2026

The Week Nvidia Delivered the Receipts and the Fed Raised the Difficulty

Last week, the market demanded receipts. This week, it got them. Nvidia delivered another absurd quarter, Bitcoin pushed through $80,000, CrowdStrike reminded Wall Street that AI can create software revenue as well as GPU bills, and the major US indices managed to finish higher. For about five minutes, everything looked beautifully simple. Then Kevin Warsh […]

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Finance • May 21, 2026

The Fed Recast: New Chair, Same Summer Cliffhanger

The Federal Reserve has a new lead actor, but the plot has not changed: inflation is still sticky, markets are still addicted to forward guidance, and everyone is trying to guess whether the next big twist is a rate cut, a rate hike, or another long season of “please wait for more data.” Kevin Warsh […]

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