🤑 The Federal Reserve's balance sheet decreased by $9,188,000,000 in one week.

▪️Market expectations (Federal Reserve rate):
- September 16: Increase of 25 basis points to 3.75-4.00%.
- October 28: PAUSE.

▪️Hamlil, Federal Reserve Chairman:
- I don't think inflation will continue to fall without further action from the Federal Reserve.
- The current monetary policy remains too loose to bring inflation back to the target.

▪️Kashkari, Federal Reserve Chairman:
- The investment boom in data centers has become an additional source of demand and is exacerbating inflationary pressures.
- The Federal Reserve may not react to individual supply shocks, but a series of them can solidify high inflation. In that case, monetary policy should respond.
- I would prefer to tighten policy gradually, in small steps. If inflation begins to fall steadily, the Federal Reserve can slow down or stop without causing excessive damage to the economy.

▪️Logan, Federal Reserve Chairman:
- Inflation risks are shifting towards further increases, and the strong labor market is becoming even stronger.
- I would prefer to raise the rate by 25 basis points to better balance economic prospects and risks. A small rate hike in the near future would reduce the likelihood of more drastic measures in the future.

As a reminder, Hamlil, Kashkari, and Logan voted to raise the Federal Reserve rate at the last meeting.

Claude now acts as my personal Chief of Investments.

My agents have access to live market data, my entire portfolio, my personal finance goals, and more.

I broke the entire system down here

Anthropic just released NEW rules for context engineering for Claude 5.

After reading it, I'm convinced 99% of people are using Claude wrong.

I spent hours digging through the docs to find the right way to use Claude 5.

If you save just ONE AI post this week, make it this:

🇺🇸 GAME CHANGER: The U.S. Navy Wants to Turn Its Submarines Into Hidden Aircraft Killers

For decades, submarines ruled beneath the waves. Now, the U.S. Navy is working to give them the ability to strike from below... into the sky.

A new submarine launched anti air missile concept would allow stealth submarines to engage enemy helicopters, drones, and aircraft, adding a completely new dimension to naval warfare.

If fielded, this capability could shatter long held assumptions about air superiority at sea, making every aircraft over contested waters think twice.

The oceans are about to become even more dangerous.

This ADHD agentic skill is trending on Reddit - and for good reason.

It's hands down one of the most valuable AI skills ever created.

Short responses, no AI rambling, and precise next steps.

→ github.com/ayghri/i-have-adhd

Claude Code commands cheat sheet (game-changers)

“Prices must come downChinese car brands are flooding Europe like a tidal wave

Chinese car manufacturers continue to flood the European market, and several analysts are now warning that Europe is facing a historic transformation.

Acording to some estimates, Chinese brands could take up to a third of all car sales in Europe, a market entry that is happening faster than anyone predicted.

The pressure is so intense that European manufacturers are saying it bluntly
Prices must come down.”
Otherwise, they risk being outcompeted by Chinese electric cars that combine lower prices, fast production and an aggressive export strategy.

Europe is thus facing a car war in which Chinese brands are already miles ahead – and in which European giants are forced to play defensively

❗️The USA can enter Ukraine at any moment and take (!) almost everything they want — Trump on the agreement signed with Ukraine regarding rare earth resources.

According to him, the value of access to the resources may exceed $300 billion.

Kevin Warsh is reportedly cancelling the press conference for the next Federal Reserve meeting on September 17th.

This is interesting because September is historically a volatile month due to liquidity drain from taxes.

Not speaking basically leaves the bond market rudderless at a terrible time.

🇮🇱 Netanyahu threatened Spain 3 months ago. 🇪🇸

"Spain has chosen repeatedly to stand against Israel. I do not intend to allow any country to wage a diplomatic war against us without paying an immediate price."

Still think this invasion is just a coincidence?

S&P 500 stocks above the 150 day moving average has now broken the trendline to the downside.

When this happened back in February 2026 it was a warning sign two trading days before the market began a selloff.

We'll see what happens, but this aligns with my volatility charts.

The question is, what would be the trigger?

S&P 500 stocks about the 50 day moving average is in a descending pattern similar to February 2026.

What will be interesting is seeing what it does once it approaches the 60 day moving average next week (white line).

That will be the critical moment where markets need to decide if they're heading higher or if this is actually a warning that a selloff is coming.

#WTI Looks like oil is anticipating something is about to happen in the Middle East.

Kevin Warsh is the perfect Fed Chair to collapse the system.

BREAKING: The US Treasury sold euros to buy Japanese yen on Friday, per FT.

The New York Fed executed the sales on the Treasury's behalf, through Goldman Sachs and Morgan Stanley.

Notably, the Fed drew down euro reserves rather than dollars to fund the purchases.

It marks the first time the US and Japan have jointly intervened to buy yen in nearly 30 years, after the currency fell to its weakest against the dollar since 1986.