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The sanctions strategy lasted five days.

The sanctions strategy lasted five days.

Sunday the U.S. struck Iran's rocket launchers. Oil jumped back to $90. Brent swung between $72 and $102 this month. August ended up. September starts with fire.

Aug 31, 2026

Warsh committed to a discipline, not to a decision. The market heard both.

Warsh committed to a discipline, not to a decision. The market heard both.

September hike odds jumped to 60%. Marvell fell 7.8% on another beat-and-sell. PayPal plunged 13%. The S&P fell Friday but posted its first positive week in three.

Aug 28, 2026

Software hit an all-time high. Six of eleven sectors closed red.

Software hit an all-time high. Six of eleven sectors closed red.

Nvidia reversed its after-hours drop. Salesforce surged 13%. But Hormel cut guidance, Wendy's lost its buyer, and two Fed hawks warned from Jackson Hole. Warsh speaks tomorrow.

Aug 27, 2026

Nvidia beat everything. The stock fell 7%.

Nvidia beat everything. The stock fell 7%.

Revenue surged 122%. Net income doubled. Guidance was positive. And the stock dropped after hours — for the fifth straight quarter. The AI premium just hit a ceiling.

Aug 26, 2026

Oil crashed 3%. Tech rallied. The market just picked its side.

Oil crashed 3%. Tech rallied. The market just picked its side.

Sanctions replacing strikes sent Brent to $88. The Nasdaq jumped 0.7%. Consumer confidence fell to a January low. Nvidia reports tomorrow. PCE tomorrow. Everything at once.

Aug 25, 2026

Bessent just weaponized the dollar against Iran.

Bessent just weaponized the dollar against Iran.

"Operation Economic Outcast" — any country dealing with Tehran gets cut from the dollar system. Chips sold off. Nvidia Wednesday.

Aug 24, 2026

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