Here is the excerpt for the WordPress meta box in English only: — **Excerpt:** Markets are reeling from Fed Chair Kevin Warsh’s hawkish Jackson Hole surprise, which pushed September rate hike odds to nearly 60% and sent gold tumbling over 3% to $4,452/oz. Geopolitical tensions exploded over the weekend as US forces struck Iranian missile…
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THE SILICON VACUUM: DAILY INVESTMENT DIGEST Institutional Intelligence & Global Market Analysis Date: February 4, 2026Author: Joe Rogers The “AI-Everything” trade has hit a structural wall. As of the February 3rd close, markets are witnessing a violent rotation out of high-beta, momentum-driven tech stocks. The S&P 500 and Nasdaq are retreating from psychological resistance levels…
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