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Everything Is Fine and Nothing Is Real
Everything Is Fine and Nothing Is Real Friday the jobs number dropped and the market had a small nervous breakdown. 172,000 nonfarm payrolls against an 80,000 consensus. The…
Notes From the Waiting Room
Notes From the Waiting Room Sunday night. Kevin Warsh is about twenty-four hours away from the most watched Federal Reserve meeting in years — his first as Chair, the one the…
Central Banks of the Developed World
MEMORANDUM TO: Central Banks of the Developed World FROM: The Data RE: You Have a Problem DATE: June 7, 2026 CLASSIFICATION: You Already Know Let's get straight to it.…
While You Were Watching Chips Burn, the Bond Market Built a Time Bomb
While You Were Watching Chips Burn, the Bond Market Built a Time Bomb Everyone is staring at the semiconductor rubble. Broadcom down 12%, Micron off 7%, a trillion dollars of AI…
Memo to Kevin Warsh, Re: The Job You Actually Got
Memo to Kevin Warsh, Re: The Job You Actually Got INTERNAL. NOT FOR DISTRIBUTION. SHRED AFTER READING. Markets · June 5, 2026 TO: K. Warsh, Chair, Federal Reserve System…
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