The Fed Cuts on September 16. The Trade Isn’t the Cut.
A quarter-point cut on September 16 is already priced into every stock you own. What moves markets is the dot plot, Powell’s framing, and whether this is a soft-landing cut or the other kind. A…
The Fed
US Stock Market Weekly Recap: Semiconductor Sell-Off, Iran Tensions, and What Next Week’s Fed Testimony Means
I’ve sat through enough “chips got smoked” weeks over fifteen years to know the drill by now: something scares the semiconductor trade, headlines get dramatic, and half of Twitter starts asking if the AI bubble…
The Fed Is Stuck, Inflation Won’t Die, and Your Stock Portfolio Is Caught in the Middle
The Federal Reserve chairman spent much of 2024 and 2025 carefully engineering what looked like a textbook soft landing, six rate cuts totaling 175 basis points, inflation gradually retreating, the labor market slowing without collapsing.…