Dio Pouerie

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Sep 7, 2026

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4 min read

Wall Street's Unruly Season Starts Now

Nearly 100 years of data say this month is different. This year it comes with real tests.

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The Week CPI Answers What Payrolls and Waller Left Unsettled

Sep 6, 2026

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6 min read

The Week CPI Answers What Payrolls and Waller Left Unsettled

Markets reopen Tuesday for a four-session sprint into CPI. PPI and the ECB land Thursday. CPI gets the final word Friday. Then come the CLARITY vote and FOMC next week. Bitcoin enters near $81,000 with oil above $95.

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The Week Payrolls Sided With Warsh and Handed CPI the Vote

Sep 5, 2026

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6 min read

The Week Payrolls Sided With Warsh and Handed CPI the Vote

Brent crossed $95 on renewed U.S.-Iran strikes. Waller opened the door to a September hold. Payrolls surprised at 162,000, triple the consensus. Bitcoin broke $81,000 as the Fed relief hit. Broadcom guided FY27 AI revenue to $115 billion. Warsh's hawkish framework met a labor market that refused to break.

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Payrolls Cleared Warsh’s Hurdle | Stocks Fell | Diesel Hit a Record | Bitcoin Lost $80K

Sep 4, 2026

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4 min read

Payrolls Cleared Warsh’s Hurdle | Stocks Fell | Diesel Hit a Record | Bitcoin Lost $80K

August payrolls rose 162,000, more than triple the 53,000 expected, while unemployment held at 4.1%. September hike odds moved back near 60%. The Dow fell 272 points as yields rose, diesel hit a record $5.85 a gallon, and Bitcoin dropped below $80,000. CPI and PPI now decide the Fed’s next move.

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Waller Turned Dovish | The Dow Jumped 624 Points | Bitcoin Nears $81K | Payrolls Beat Big

Sep 4, 2026

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5 min read

Waller Turned Dovish | The Dow Jumped 624 Points | Bitcoin Nears $81K | Payrolls Beat Big

Fed Governor Christopher Waller said he would be inclined to support holding rates steady if inflation keeps cooling. The Dow jumped 624 points, the dollar fell to its lowest since May, and Bitcoin moved near $81,000. Brent held near $96 as Iran risk stayed live around Hormuz.

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Waller Calmed the Raise Concern| Oil Held Above $95 | Nvidia Bought Hugging Face | Bitcoin Broke $81K

Sep 3, 2026

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5 min read

Waller Calmed the Raise Concern| Oil Held Above $95 | Nvidia Bought Hugging Face | Bitcoin Broke $81K

The Dow jumped more than 600 points after Fed Governor Christopher Waller opened the door to a September hold, cutting hike odds to about 50%. Brent still held above $95 as Iran struck U.S. Gulf allies. Nvidia agreed to buy Hugging Face for $12.93 billion, while Bitcoin broke above $81,000 as crypto risk appetite returned.

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Broadcom Beat and Fell | Oil Eased From $95 | Bitcoin Slipped Below $77K | Payrolls Land Tomorrow

Sep 3, 2026

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4 min read

Broadcom Beat and Fell | Oil Eased From $95 | Bitcoin Slipped Below $77K | Payrolls Land Tomorrow

Broadcom beat Wall Street’s targets but fell after its Q4 guide missed the bar. Brent eased toward $94 as Trump called the latest U.S.-Iran exchange “short-lived.” The 10-year yield remains near 4.8% after ADP showed just 38,000 private jobs added in August. Bitcoin slipped below $77,000 as payrolls become the next test.

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Yields Paused | Oil Held Near $95 | Snowflake Jumped 22% | Broadcom Fell on the Guide

Sep 2, 2026

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4 min read

Yields Paused | Oil Held Near $95 | Snowflake Jumped 22% | Broadcom Fell on the Guide

The Dow rose 295 points as the 10-year yield eased after touching 4.818%. Brent still closed at $95.63, but Hormuz flows hit a wartime high above 17 million barrels Monday. ADP showed only 38,000 private jobs added in August. Snowflake surged 22% after hours, while Broadcom fell 5% on softer guidance.

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Oil Nears $95 | Asian Stocks Sink on Rate Fears | Bitcoin Slips Below $78K | Broadcom Tests AI Tonight

Sep 2, 2026

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5 min read

Oil Nears $95 | Asian Stocks Sink on Rate Fears | Bitcoin Slips Below $78K | Broadcom Tests AI Tonight

Brent pushed toward $95 after fresh U.S. strikes on Iran and new threats against Kharg Island. Asian stocks fell as global bond yields hit multi-year highs, with the U.S. 10-year closing at 4.79%. Bitcoin slipped toward $77,000. ADP, factory orders and the Fed’s Beige Book land today before Broadcom reports tonight.

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U.S. Strikes Iran Again | Oil Tops $95 | Dell Surges on AI Servers | September Hike Odds Hit 68%

Sep 1, 2026

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4 min read

U.S. Strikes Iran Again | Oil Tops $95 | Dell Surges on AI Servers | September Hike Odds Hit 68%

The U.S. launched new strikes on Iranian targets around Hormuz after attacks on commercial shipping and U.S. personnel. Brent climbed above $95 and WTI crossed $90. Dell surged 10% after hours on a major AI server beat, while markets raised September hike odds to about 68%. Bitcoin held near $78,000 as the CLARITY Act vote approaches.

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Iran and the U.S. Traded Fire | Oil Jumped 3% | Strategy Bought Bitcoin Again | September Opens With Everything Live

Sep 1, 2026

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4 min read

Iran and the U.S. Traded Fire | Oil Jumped 3% | Strategy Bought Bitcoin Again | September Opens With Everything Live

The U.S. struck Iranian rocket launchers near Hormuz. Iran answered with missiles at U.S. targets in Jordan and the UAE. Brent rose above $90. Strategy resumed bitcoin purchases after ten weeks, while BTC held near $78,000 after gaining 24% in August. JOLTS and ISM Manufacturing land this morning.

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Oil Repriced Iran | Warsh Made September Live | Strategy Bought Again | Jobs Week Starts

Aug 31, 2026

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4 min read

Oil Repriced Iran | Warsh Made September Live | Strategy Bought Again | Jobs Week Starts

WTI jumped 2.8% to $85.76 after renewed U.S.-Iran strikes near Hormuz. September hike odds rose above 65% after Kevin Warsh’s Jackson Hole speech. Strategy bought 4,603 bitcoin for $369.7 million after a 10-week pause, while Bitcoin held near $79,000. Payrolls now decide whether September gets a hike.

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Iran Hit Jordan | Oil Jumped 2% | Warsh Pushed Hike Odds to 60% | Jobs Week Begins

Aug 31, 2026

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5 min read

Iran Hit Jordan | Oil Jumped 2% | Warsh Pushed Hike Odds to 60% | Jobs Week Begins

U.S. forces struck Iranian rocket launchers on Larak Island Sunday. Iran answered Monday with missiles at two U.S. bases in Jordan. Brent jumped toward $90, while September hike odds climbed above 60% after Kevin Warsh’s hawkish Jackson Hole speech. Payrolls land Friday.

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The Week Every Bid Meets the Data Warsh Just Demanded

Aug 30, 2026

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5 min read

The Week Every Bid Meets the Data Warsh Just Demanded

Payrolls arrive Friday after July lost 23,000 jobs. Warsh said Friday the labor market is at full employment and inflation is the Fed's predominant focus. JOLTS and ISM Manufacturing land Tuesday. Broadcom, Dell, Hewlett Packard Enterprise and Ciena test AI revenue past Nvidia. Bitcoin enters near $80,000 with its best ETF month of 2026.

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The Week Bitcoin Earned Its Macro Bid and Warsh Named His

Aug 29, 2026

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5 min read

The Week Bitcoin Earned Its Macro Bid and Warsh Named His

Bitcoin held near $80,000 on eight straight ETF inflow sessions while Warsh told Jackson Hole that inflation is the Fed's predominant focus. Nvidia posted its largest quarter ever. Oil fell as Hormuz diplomacy advanced. BlackRock called bitcoin a debt and debasement trade. Warsh said forward guidance has overstayed its welcome.

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Warsh Put September Back in Play | Gold Dropped 3% | Bitcoin Fell Below $78,000 | Hormuz Still Isn’t Open

Aug 28, 2026

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5 min read

Warsh Put September Back in Play | Gold Dropped 3% | Bitcoin Fell Below $78,000 | Hormuz Still Isn’t Open

Kevin Warsh used Jackson Hole to warn inflation has not improved enough, pushing September hike odds toward 58%. The 2-year yield jumped to 4.35%, the dollar had its best day in months, and gold fell 3.2%. Bitcoin slipped below $78,000, while Hormuz traffic remained well below normal despite fresh diplomacy.

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Marvell Fell 7% Despite a Beat | Warsh Speaks at 10 AM | Bitcoin Holds Near $80,000

Aug 28, 2026

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5 min read

Marvell Fell 7% Despite a Beat | Warsh Speaks at 10 AM | Bitcoin Holds Near $80,000

Marvell Technology fell 7.6% after record $2.74 billion revenue as Google-linked growth was pushed to FY2029. Salesforce surged 22% as its AI software story strengthened. Brent fell to $88.22 on fresh Hormuz progress, while Bitcoin held near $80,000 on eight straight ETF inflow sessions. Fed Chair Kevin Warsh speaks at Jackson Hole at 10 a.m. ET.

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Nvidia Restored the AI Bid | Warsh Gets the Next Word | Hormuz Talks Deepen | Bitcoin Holds $80,000

Aug 27, 2026

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5 min read

Nvidia Restored the AI Bid | Warsh Gets the Next Word | Hormuz Talks Deepen | Bitcoin Holds $80,000

The Nasdaq jumped 1.57% as Nvidia added roughly $440 billion in market value after earnings. Salesforce, Okta and CrowdStrike joined the AI rally. Qatar returned to Tehran to push a Hormuz framework, while Bitcoin held near $80,000 ahead of Kevin Warsh’s Jackson Hole speech Friday.

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Nvidia Crushed It | Bitcoin Cooled Near $79,000 | Hormuz Made Real Progress | Warsh Takes the Podium Tomorrow

Aug 27, 2026

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4 min read

Nvidia Crushed It | Bitcoin Cooled Near $79,000 | Hormuz Made Real Progress | Warsh Takes the Podium Tomorrow

Nvidia posted $96.2 billion in fiscal Q2 revenue and guided to $108 billion next quarter. Bitcoin eased toward $79,000 after a 23% weekly rally. Brent fell near $87 as Iran and Oman reached a Hormuz revenue-sharing agreement. Jackson Hole opens today, with Kevin Warsh speaking Friday.

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Nvidia Beat and Still Slipped | Core PCE Held at 3.3% | Oil Fell Below $90 | Bitcoin’s Bid Turns Macro

Aug 26, 2026

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4 min read

Nvidia Beat and Still Slipped | Core PCE Held at 3.3% | Oil Fell Below $90 | Bitcoin’s Bid Turns Macro

Nvidia posted $96.22 billion in revenue and guided above estimates, but shares slipped as investors focused on memory costs and $279 billion of supply commitments. Core PCE held at 3.3%, keeping September uncertain. Brent fell below $90 despite weak Hormuz traffic, while Bitcoin stayed near $80,000 as BlackRock framed the rally as a debt and debasement trade.

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Bitcoin Topped $81,000. Oil Fell on a Hormuz Framework. Druckenmiller Slammed Bessent's Bonds. Nvidia Reports Tonight.

Aug 26, 2026

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4 min read

Bitcoin Topped $81,000. Oil Fell on a Hormuz Framework. Druckenmiller Slammed Bessent's Bonds. Nvidia Reports Tonight.

Bitcoin touched $81,300 as ETF inflows stretched to seven straight days. Oil eased as Iran and Oman discussed a temporary Hormuz framework. Stanley Druckenmiller attacked Treasury's bond buybacks, while July PCE and Nvidia earnings give markets two major tests today.

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Nvidia Gets the Floor | Oil Breaks Below $89 | Canada Answers the Tariff | Bitcoin Tests $81,000

Aug 25, 2026

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5 min read

Nvidia Gets the Floor | Oil Breaks Below $89 | Canada Answers the Tariff | Bitcoin Tests $81,000

The Nasdaq rose 0.66% as chips recovered before Nvidia’s Wednesday report. Brent fell 3.9% to $88.58 as markets priced sanctions instead of war with Iran. Canada announced $20 billion of retaliatory tariffs, while Bitcoin briefly cleared $81,000 and gold held near a three-month high.

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Chips Break Before Nvidia | Bessent Targets Iran’s Lifelines | Bitcoin Tests $80,000 | Warsh Gets the Final Word

Aug 25, 2026

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5 min read

Chips Break Before Nvidia | Bessent Targets Iran’s Lifelines | Bitcoin Tests $80,000 | Warsh Gets the Final Word

Nvidia fell 2.9% as semis sold off ahead of Wednesday’s earnings. Brent dropped 2.5% despite Washington’s new Iran sanctions push, while Bitcoin held near $80,000 after $1.92 billion of weekly ETF inflows. PCE and Nvidia land Wednesday. Warsh speaks Friday.

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Chips Sold the Yield Relief | Canada Tariffs Escalate | Iran Gets “Economic D-Day” | Bitcoin Tests $80,000

Aug 24, 2026

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4 min read

Chips Sold the Yield Relief | Canada Tariffs Escalate | Iran Gets “Economic D-Day” | Bitcoin Tests $80,000

The Nasdaq fell 0.76% as semis broke ahead of Nvidia. The 10-year eased to 4.71% and oil fell more than 2%. Washington widened Iran sanctions and threatened 50% Canadian auto tariffs, while Bitcoin held near $79,000 after $1.92 billion of weekly ETF inflows.

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Asia Tech Sold Off | Iran Sanctions Took Center Stage | Bitcoin Held $77,000 | Nvidia and Jackson Hole Own the Week

Aug 24, 2026

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5 min read

Asia Tech Sold Off | Iran Sanctions Took Center Stage | Bitcoin Held $77,000 | Nvidia and Jackson Hole Own the Week

Samsung fell more than 6% and Alibaba sank after raising fresh capital for AI spending. Brent held above $93 as Washington rolled out its toughest Iran sanctions yet. Bitcoin stayed near $77,300 after its best week in years. Nvidia reports Wednesday before Kevin Warsh speaks Friday at Jackson Hole.

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