The Morning Dose
Morning Dose #329: One Sector Green: Trading Around the 10AM Warsh Speech – Friday 8/28/2026
0:005:34
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Episode summary
The tape ripped on Nasdaq strength, but only tech closed green while equal-weight fell — a classic thin-leadership warning ahead of Governor Warsh’s first major address outside an FOMC presser. The hosts break down the narrow rally, a brutal earnings bar punishing even beat-and-raise names, and a scenario-based playbook for trading around the 10am catalyst.