Taking a few days off from public live streams, my mind has been full of K-line charts and the World Cup. I said I'd adjust my time zone, but instead I've been staying up later and later, and my body can't handle it.

Tomorrow night is very important. It will be Warsh's first FOMC meeting minutes, which will involve the most important September interest rate of the year. A rate cut is out of the question. The key point is whether to keep rates unchanged or delay a rate hike. I'll do a subscriber-only live stream then to keep the little bosses company. ➕ 😬