Warsh's Jackson Hole speech was "more hawkish" than expected, causing a "JOLT" across financial markets A quiet summer week (S&P VOL at 12-month lows) with…
Victor Adair30 August 2026
It's vacation time, but bond yields keep rising Quote of the week - from Stephen Innes Stocks are trading Goldilocks; the front end is trading…
Victor Adair16 August 2026
Stocks - the "Everything rally" off the Citadel lows The Nasdaq 100 plunged to 3-month lows on Wednesday last week, down ~18% from the early-June…
Victor Adair9 August 2026
The S&P 500 index appeared to drift quietly sideways for the last several weeks. However... Stock index futures experienced very volatile short-term price action, and…
Victor Adair2 August 2026
Anything Can Happen - All Markets Are Related To Each Other In Some Fashion The Notes will be brief today - family weekend, including grandkids…
Victor Adair26 July 2026
"People will believe the most preposterous stories, as long as the price keeps going up!" Bob Hoye Bobby has been a friend for ~50 years.…
Victor Adair19 July 2026
Investment boom in America The AI capex boom is spreading throughout the economy, lifting many ships and is mildly inflationary. Stock indices, valuation metrics, earnings,…
Victor Adair12 July 2026