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Hormuz Ceasefire Hands Warsh Modest Breathing Room on Rates
Jun 13, 2026
Crude oil is in freefall this week as the U.S. and Iran inch toward a ceasefire deal. Brent and WTI benchmarks plunged after President Trump abruptly canceled planned airstrikes, telegraphing a potent
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SaaS Multiple Compression and the Rise of Vertical AI
May 26, 2026
The broader software sector is undergoing a violent bifurcation. Since early 2025, median revenue multiples for software firms have compressed from above 7x to below 5x calcalistech . But beneath the
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Sticky Inflation and Rising Yields Test Warsh’s New Fed
May 19, 2026
The U.S.-Iran ceasefire initially uncorked a wave of relief across global capital markets, sending broad proxies like SPY into a multi-week risk-on sprint. But beneath the surface, the foundation of t
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