Five Catalysts That Could Drive a Pickup in Volatility

Published on September 1, 2026

Despite ongoing geopolitical tensions, growing questions about the scale of AI-related spending and steadily rising bond yields, market volatility remained remarkably subdued this summer.

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Fedspeak's Back, And Warsh Is A Breath of Fresh Air

September 1, 2026
Federal Reserve Chairman Kevin Warsh used his Jackson Hole speech last week to lay out what he thinks of monetary policy. Two things jumped off the pages of his speech.

Loss: Why Crashes, Timing & Valuations Matter (Chapter 3 of 5)

September 1, 2026
The first two articles in this series were about behavior. How to think like an investor instead of a speculator, and how to keep your own wiring and your own training from robbing you. This one is about arithmetic. Cold, unemotional, undefeated arithmetic. Underneath every good decision and every bad one sits a layer of math that does not care how you feel, and Wall Street would very much prefer