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The Fed is two data prints away from raising rates into a slowing job market
Two-in-three odds on a September increase, core PCE at 3.3 per cent, and hiring already slowing. What a credibility hike does to a portfolio built for…
10 hrs ago
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Krish
14
1
Tech ETFs took record inflows in the month they fell 10 per cent
Warsh is hinting at a hike, value is beating the Nasdaq 100 by roughly eight points this year, and record retail money went the other way
Sep 1
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Krish
9
August 2026
Salesforce's 80% earnings beat came mostly from its Anthropic stake
Strip out the Anthropic markup and the software business grew about 16%. What moved the stock 22.6% was a $1.5 billion agent business billed by the…
Aug 31
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Krish
16
This week's stock shocks as of 28 August, 2026
Four earnings reports paid for the whole week. Warsh speaks Friday.
Aug 28
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Krish
11
CrowdStrike (CRWD): The pooled budget behind a 51% jump in new business
Record net new ARR of $333 million beat the previous record by $2 million. What Falcon Flex actually is, and what the second-half guidance quietly…
Aug 27
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Krish
17
AI stopped paying for itself in cash. The bill is arriving in the bond market
Amazon, Alphabet, Meta and Oracle have sold 194 billion dollars of bonds this year. That supply lands in the same market that sets the discount rate on…
Aug 26
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Krish
13
1
Moderna doubled in a day. Your biotech ETF barely moved
The first Phase 3 win for an mRNA cancer vaccine sent one stock up 144%. How much of that reaches you depends entirely on how your fund is weighted.
Aug 25
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Krish
8
Nvidia is compounding at 85% and trading like a cyclical
Revenue grew 85%, the shares grew 20%, and the multiple now sits a third below its five-year average. What Wednesday's print actually has to prove.
Aug 24
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Krish
16
This week's stock shocks as of 21st August, 2026
The 30-year yield hit a 19-year high and the most crowded trade in semiconductors broke first. Plus the first Phase 3 win for an mRNA cancer vaccine.
Aug 21
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Krish
17
Target (TGT): The advertising engine hiding behind a $994 million tariff refund
A one-off customs windfall doubled reported profit. The business growing four times faster than the shelves got almost no attention.
Aug 20
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Krish
18
The Strait of Hormuz is now setting the multiple on your US tech stocks
Oil, the term premium and the discount rate: how a blocked shipping lane repriced the Nasdaq in five trading days, and why an Indian portfolio is…
Aug 19
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Krish
18
1
TLT is not a rate bet anymore. It is a deficit bet
The 30-year hit its highest since 2007 in the same fortnight that September hike odds collapsed. If a dovish front end cannot lift the long bond, a rate…
Aug 18
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Krish
16
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