Simon Ree @simon_ree · 31 Aug 2026
Warsh spoke, the front end listened, and the long end… shrugged. In today's desk note: - What Warsh said, how and why the market reacted - The bearish “Oops Pattern” in silver - How the AI trade got split down the middle - $NVDA giving back half of Thursday's pop on 1.6x https://t.co/G7gqMYaUIA
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