Divided Tech, Divided Fed: Navigating AI Capex Scrutiny and Mixed Macro Signals

Published on August 4, 2026

The latest earnings reports from Big Tech have laid bare a growing divide in the market's appetite for massive AI spending.

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Warsh Deserves Time

August 4, 2026
Kevin Warsh became Fed Chair barely ten weeks ago. He has presided over just two sets of monetary meetings and held two press conferences. Nonetheless, more than any chairman since at least Alan Greenspan, he has come under harsh criticism by the press right out of the gate.

Bonds In Your Portfolio: Why Ditching Them Is The Wrong Move

August 4, 2026
Lately, it seems like you can’t open a financial publication without stumbling across another article declaring the 60/40 portfolio dead. The pitch is everywhere: bonds are broken, the old rules no longer apply, and investors should modernize by swapping the bonds in their portfolio for Bitcoin, gold, or whatever alternative the asset management industry is currently selling.