The Fed held rates, CPI came in at 2.4%, and analysts still expect 12.5% Q1 earnings growth — but estimates have already been cut across nine sectors and the S&P 500 is stretched above its 5- and 10-year average forward P/E. Trading earnings on headlines alone in this environment is a costly mistake.
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Friday, August 28, 2026 | Never Lose Sleep About What You Missed.
Satellite photos map the chain reaction before the flood
New satellite analysis shows a two-step failure before the recent deadly flood: bedrock above a glacier gave way, then the destabilized ice mass collapsed, sending a surge of water and debris downstream. The imagery helps explain why the flood moved so fast and why warning time was limited.
Researchers say the sequence is consistent with warming-driven instability in high mountain terrain, where thawing permafrost and stressed ice can turn a localized slope failure into a watershed-scale disaster. Officials in the region are now looking at how to expand monitoring and early-warning systems in remote valleys where people live and infrastructure sits directly in flood paths.
Source: Associated Press
Read the full story at Associated Press →
Iran asks the world to resist U.S. sanctions, says diplomacy is still on the table
Iran called for a broader international pushback against U.S. sanctions while arguing that diplomacy with Washington "isn't impossible," even as the region remains on edge. Iranian officials also tied their message to the wider Middle East conflict, demanding an end to the Gaza war, Israeli withdrawal from Lebanon, and a halt to strikes in Syria.
The subtext is leverage: Tehran wants sanctions relief and political breathing room, while the U.S. and partners are focused on regional security, shipping risks, and escalation control. Watch whether this rhetoric translates into back-channel talks via intermediaries like Oman, and whether any confidence-building steps appear around maritime security in and near the Strait of Hormuz.
Source: CNBC
Judge blocks Trump-era mail voting rules again as ballots become a courtroom fight
A federal judge temporarily stopped the U.S. Postal Service from enforcing new mail-in voting requirements tied to the upcoming election, marking another legal setback for the Trump administration’s approach. The ruling pauses changes that supporters said would tighten procedures around mailed ballots.
The case sits at the intersection of election administration and administrative law: how quickly an agency can change rules, what process it must follow, and how courts balance claimed integrity gains against the risk of voter confusion and late-arriving ballots. Expect appeals and more last-minute litigation as states, campaigns, and federal agencies battle over deadlines and verification rules.
Source: The Daily Wire
Read the full story at The Daily Wire →
At Jackson Hole, Warsh tries to calm yields without promising easy money
Kevin Warsh’s Jackson Hole remarks landed in the market’s most sensitive spot: long-term yields that are doing the Fed’s tightening for it, while growth data refuses to roll over cleanly. His message walked a narrow line, acknowledging inflation credibility and the need for discipline without endorsing a pivot that would turbocharge risk-taking.
Investors are parsing every phrase for what it implies about the path of rates, the tolerance for higher real yields, and whether policymakers see financial conditions as too tight or merely “appropriately restrictive.” The next watch item is how Treasury yields react into month-end and whether Fed speakers reinforce the idea that policy can stay restrictive even if the next move is a hold.
Source: Bloomberg
Read the full story at Bloomberg →
CGDV beat the S&P by 14 points, and it wasn’t just an AI bet
Capital Group Dividend Value ETF (CGDV) has outpaced the S&P 500 by roughly 14 points, and the outperformance story isn’t simply “own AI and wait.” The fund’s positioning has leaned on quality, cash-flow durability, and sector tilts that benefited from a market that rewarded balance sheets and earnings resilience, not just top-line hype.
The key question now is repeatability: dividend-tilted, value-aware portfolios can lag when the market re-accelerates into speculative growth, but they can also hold up better when rates stay higher for longer. If you’re watching this space, track factor exposure (quality/value), concentration risk, and whether the fund’s “defensive offense” posture keeps working if AI leadership broadens or fades.
Source: Seeking Alpha
Read the full story at Seeking Alpha →
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