Warsh’s changes to forward guidance were tried by one central bank — and here’s what happened
Canada’s post2008 playbook shows the volatility risks of Warsh’s noguidance Fed. Source：MarketWatch
As Lumentum gears up for earnings, here’s a sign the optical trade is clawing back
A photonicsthemed ETF saw better demand in its first trading day than a popular memory ETF did at the same point in its life cycle. Source：MarketWatch
This fund manager tunes out AI hype to flag the infrastructure stocks to buy now. Think roads, water and telecom towers.
Lazard portfolio manager Bertrand Cliquet says infrastructure companies are worth more than the AI hype sometimes linked to them. Source：MarketWatch
Bitcoin-backed lending is entering its institutional era: Two Prime
Public companies are increasingly borrowing against their bitcoin holdings to fund acquisitions and capital spending without selling the asset. Source：CoinDesk
Bitcoin sell pressure ‘closer to exhaustion’ after $4B USDT market-cap drop: CryptoQuant
Bitcoin analysis suggested that sell pressure would not increase given the historically large contraction in USDT market cap over a 60day period.…
Wall Street bank urges hedging into July’s CPI — as sell trigger hits highest level in eight years
Well’s Fargo’s sentiment indicator reached 1.4 in August, its most since January 2018. Source：MarketWatch
Bitcoin stuck below $65,000 as Hormuz hopes evaporate, XRP close to dropping below $1
The Strait of Hormuz relief trade unraveled after Trump demanded 50 years of Iranian compensation, pushing oil back to $89 and leaving crypto and equities…
Software stocks break away from bitcoin: What the rare divergence means for crypto
IGV’s rebound is reshaping a relationship it held with bitcoin for years, but history suggests bitcoin could still catch up. Source：CoinDesk
These 11 midcaps are popular right now among investment newsletters but not because of their market valuations
Bigger than small caps. Smaller than large caps. Are they, as in the fairytale, “just right”? Source：MarketWatch
Why copper — ‘the commodity for all seasons’ — is more precious than gold nowadays
Panumre Liberum argue that copper offers gold’s inflation protection, plus an industrialbacked demand growth story, as well as a relative immunity to movements…
Here’s how much Roger Federer is losing as On Holding says it is being disciplined on price
Apparel maker On Holding saw its shares slump in premarket trade as the Zurichheadquartered, U.S.listed company guided to weakerthanexpected sales for the…
Riot Platforms surges 20% in pre-market trading on $9.1 billion Anthropic deal
The bitcoin miner’s 20year agreement highlights an industrywide shift toward AI infrastructure revenue. Source：CoinDesk