Who is the Real Kevin Warsh? We Shall Find Out Today

Looking for a Non-Hawkish Kevin Warsh Today

Jul 29, 2026

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Key Takeaways

• Lofty Prices if Sky-High Earnings Disappoint: You know that there is a whole lot priced into a stock (talking about SK Hynix here) when the share price dives -15% intraday despite YoY earnings growth of +557% and a revenue stream of +257% (once again, jitters about too much in the way of capex plans).

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