Half the Fed Wants Rates Higher. Warsh Decides Wednesday.

A man you didn’t vote for decides what your savings are worth

Kevin Warsh holds his first real rate decision on July 29 — and half his committee wants rates higher, not lower.

The Federal Open Market Committee meets July 28 and 29. Warsh took over as Chair in May, and this is the first meeting where his own view carries the room. He has not been coy about it: at a forum in Portugal this month he said flatly that prices are too high, and that taming inflation is the Fed’s primary job.

At the June meeting, half of the eighteen policymakers who submitted projections supported raising rates before year-end. Markets put the odds of a hike next week near 25% — low, but no longer unthinkable.

Then the morning after the decision, the data lands: GDP, PCE inflation, personal income and jobless claims, all at 8:30 a.m. Warsh calls it Wednesday; Thursday says whether he was right.

Here’s why it lands on your desk this week: every mortgage rate, CD yield and bond price you own gets repriced off that one sentence — and it arrives with a data verdict twelve hours behind it.

Source: Federal Reserve / CME FedWatch

Executive Order 14241 and the Biggest Change to American Money in Fifty Years

Republican or Democrat, whether you support or oppose Trump’s New Dollar, Porter Stansberry believes it could eventually affect every American.

This is not simply another political announcement.

It could be the biggest change to America’s money in more than half a century.

The presentation reveals how a little-known monetary pact, backed by powerful nations and advanced under national-security authority, could reshape the dollar itself.

Porter Stansberry believes some investors could benefit from this shift, while others may not.

Others could watch their savings quietly lose ground.

And most have no idea it may be coming.

Inside: three critical moves to help you prepare before it’s too late.

See which side of the next wealth divide your family could land on.

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Oil jumps above ninety-four on the eleventh round of strikes

Brent rose 4.8% to $94.93, briefly topping ninety-five — its highest in over a month.

West Texas crude climbed past $88. The move followed the eleventh consecutive round of US strikes on Iran, with Secretary of State Marco Rubio saying Iran is “not serious about talks.” US stock futures slipped on the news.

The reason it matters is the chain behind it: oil up means fuel and shipping costs up, which means inflation readings up — handing an already hawkish Fed one more reason to hold rates high next Wednesday.

Source: CNBC

Gold quietly climbs back to a two-week high

Written off days ago as the year’s worst asset, gold rose about 1.3% to near $4,112.

Safe-haven demand returned as the Middle East conflict escalated and technical buyers stepped in. Silver held above fifty-eight dollars. The metal is still well below its January peak — but the reasons it ran in the first place, a $39 trillion national debt and three years of record central-bank buying, have not changed.

If you hold anything defensive, read this as the market reminding you why: the crowd declared gold dead about ten days before it turned.

Source: TradingEconomics

The Digital Dollar Is Coming

Trump warned us: a Central Bank Digital Currency (CBDC) could give the government total control over your money.

With CBDC, they could:

• Track every transaction you make
• Block purchases you want
• Freeze your account instantly

If you wait, it could be too late.

👉 Download your FREE report now to protect your cash and privacy before the law passes.

Your money. Your freedom. Act now — before it’s gone.

Chips bounce hard, but the real test is tonight

Micron, AMD, Intel, SanDisk and Western Digital rallied, pushing the Nasdaq up 1.29%.

Super Micro jumped 17.5% after hours on more than $60 billion in new AI server orders. But the semiconductor index is still roughly 20% below its June high, and the bounce only holds if tonight’s earnings from the biggest technology companies confirm the spending is real.

If you own an index fund, you own this argument whether you follow it or not — these names carry enough weight to move the whole market either way.

Source: CNBC / Markets.com

The AI trade has quietly split into two different bets

The famous names everyone argues about, and the invisible layer that gets paid regardless.

Every buildout in history has had this shape. There are the brands on television, and underneath them the suppliers, licensors and infrastructure firms that collect from whoever wins. The second group rarely makes headlines — which is usually the point.

The distinction matters for anyone protecting retirement money: you don’t have to pick the winning brand if you understand who gets paid either way.

Source: Deals Catchers analysis

The Company Apple, NVIDIA and SpaceX All Pay — and Nobody Can Name

Apple, NVIDIA, Google, Amazon, SpaceX, Samsung, Meta - they all pay one company billions in royalties every year.

Its tech sits in nearly every smartphone and AI chip on Earth.

Yet most investors can’t name it.

NVIDIA tried to buy it outright for $40 billion.

The White House blocked the deal - on national security grounds.

Too powerful for any one company to own.

So NVIDIA locked in a 20-year supply deal instead.

Here’s why now: its architecture delivers “2-3x performance per watt” (NVIDIA’s words) - the exact efficiency needed to run AI data centers in orbit, a market Elon Musk pegs at $28.5 trillion.

Dylan Jovine - 30 years on Wall Street, read by 500,000 investors - called the 2006 crash a year early, Palantir at $7.38 (2,712%), and Rocket Lab at $3.80 (3,850%).

This is his #1 pick right now.

And there’s a date on it: July 29th.

That’s when this firm reports earnings.

Last quarter, its data-center royalties more than doubled. July 29th could be the day Wall Street catches on - and the quiet entry window slams shut.

“The Buck Stops Here,”
Kelly Maguire
Behind the Markets