Topics
The Economy
MEMORANDUM TO: Kevin · FROM: The Economy · RE: Your First Week Washington D.C. / New York · Sunday, 1 June 2026 FFR: 3.50–3.75% · Core PCE (Apr): 3.3% YoY · Headline PCE (Apr):…
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…
The Buyback Is Dead. Long Live the Dilution.
The Buyback Is Dead. Long Live the Dilution. A stream of consciousness from somewhere on the buy side, Tuesday afternoon, June 2. Okay. So Alphabet just announced it's raising…
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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