Good morning.
The Fast Five → The sudden unraveling of Wall Street’s momentum trade, Warsh sharpens inflation warning at Jackson Hole, Venezuelan oil will be used to refill US reserve, appeals court rules against prediction markets, and Wall Street's calm is colliding with its most volatile stretch…
📌 Get this ticker before the Fed’s next surprise →
(from The Opportunistic Trader)
Calendar: Full Calendar »
Today:
None watched
Tomorrow:
ISM Manufacturing PMI, 10:00A
Your 5-minute briefing for Monday, August 31:
BEFORE THE OPEN
As of market close 8/28/2026. Bitcoin as of 8/30/26.
Pre-Market:
Market Wrap:
Futures: Dow -85 (-0.16%), S&P -0.2%, Nasdaq -0.2%
Fri: Stocks capped a winning week despite geopolitical tensions
US strikes on Iran reignited escalation fears
Oil jumped 2% following the attack
Tech led August, with the sector up nearly 6%
Warsh’s hawkish comments raised September hike expectations
Focus shifts to Friday’s August jobs report
EARNINGS
Here’s what we’re watching this week:
TUE: Dell $DELL ( ▼ 3.39% )
WED: *Five Below $FIVE ( ▼ 2.06% )
Broadcom $AVGO ( ▼ 0.74% ) - $3.24 EPS (+91.7% YoY) on $29.4B revenue (+84.9% YoY)
THU: *Victoria's Secret $VSXY ( ▼ 2.07% )
Lululemon $LULU ( ▲ 5.05% ) - $1.80 EPS (-41.9% YoY) on $2.5B revenue, unchanged from the year-ago period
The way you've been building your wealth is working against you —
In 2022, the last time the Fed made a major shift, the 60/40 portfolio had one of its worst years on record.
Bonds collapsed, stocks fell… there was nowhere to hide.
Larry Benedict saw it coming. He went 11-for-11 while most investors had no idea what hit them.
He says the same pattern is setting up now — on a much bigger scale.
- a sponsored message from The Opportunistic Trader -
HEADLINES
The “self-fulfilling prophecy” of betting on rising winners has suddenly turned into a losing game for investors who banked on its success.
The US plans to use its newfound assertion of control over billions of barrels of Venezuelan crude oil to refill the nation's depleted emergency reserve, President Trump said Sunday.
Dow, S&P, Nasdaq end week on down note as rate-hike bets jump (more)
3 big things we're watching in the stock market in the week ahead (more)
Warsh sharpens inflation warning at Jackson Hole, signaling rate hike (more)
Warsh's 'quieter Fed' now includes a smidgen of guidance (more)
Trump says US is taking partial control of Venezuela's vast oil reserves (more)
Venezuela's interim president: US energy deal will last 25 years (more)
Bessent says disorderly yen moves can destabilize global markets (more
Europe's central bankers fear more turbulence in testy US relations (more)
Oil jumps more than 1% after US attack on Iran's Larak island (more)
Dollar near two-week high as Warsh boosts rate-hike bets (more)
Appeals court rules against prediction markets, sets up SCOTUS fight (more)
Nvidia’s AI advantage is moving beyond the GPU (more)
Walmart settles US gov's opioid lawsuit, which sought billions, for $50M (more)
Aon close to acquiring USI Insurance from KKR in $17B deal (more)
A bank dedicated to global defense seeks more money (more)
How Shein had to make peace with China to finally go public (more)
DEALFLOW
M+A | Investments
Blackstone to sell $1.25B stake in India Realty Trust
Amazon agrees to acquire DuckLabs, maker of open-source database DuckDB
VC
Lambda, an AI GPU cloud platform and supercomputers for AI training and inference, raised $926M in senior secured term loan B financing
AusperBio, a biopharma company developing targeted oligonucleotide therapeutics, raised $120M in Series C funding
Yardstik, a human trust platform for employers, raised $30M in new funding
CivilGrid, a civil design platform, raised $26M in Series A funding
Metriport, an open-source healthcare data infrastructure platform, raised $26M in new funding
Dolce Glow, a sunless tanning and skincare brand, raised $11M in Series A funding
Advisar, an AI-enabled decisioning layer service for retail suppliers, raised $750K in Pre-Seed funding
CRYPTO
BULLISH BITES
🚨 Millionaire warns: Move your money ASAP. *
🇨🇦 The US-Canada trade war in 5 charts.
🎲 ‘We go big’: Jon Gray on how Blackstone places its AI bets.
💰 Corporate America cut big checks to Trump. Now CEOs fear subpoenas are coming.
🚁 Miami’s wealthy are beating the traffic with helipads and private docks.
DAILY SHARES
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