Next Day Prep #312: Calm Index, Cracking Breadth: The Warsh Shock – Friday 8/28/2026

Next Day Prep #312: Calm Index, Cracking Breadth: The Warsh Shock – Friday 8/28/202628 Aug6 min

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The S&P barely moved, but 20-day market breadth collapsed from 46% to 10% in a single session after Kevin Warsh’s hawkish remarks sent yields to 2026 highs. The hosts break down which scans caught the rotation into rate-insulated mega-caps and defensives, dissect surprising earnings reactions in Marvell, NVDA, PayPal, and Workday, and lay out a...

The post Next Day Prep #312: Calm Index, Cracking Breadth: The Warsh Shock – Friday 8/28/2026 first appeared on WaveRider Reads: Trading Books Unpacked.