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FRIDAY · SEPTEMBER 11 · THE LEDGER

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Financial media has no memory. We are the memory. Every dated market call by a named voice, and what the market did after it.

This week on financial TV

Week of 2026-09-07, 47 shows transcribed. What they talked about most, whether the named voices were bullish or bearish, and what the market did after. Every week, with the voices behind each subject →

Oil and the Gulf
23% of the conversation76% bullish
Gold, silver and copper
21% of the conversation79% bullish
The AI trade
17% of the conversation71% bullish
The stock market
10% of the conversation51% bearish
Inflation
8% of the conversation67% bullish

New on the record

BearishOil & Gas“We'll be going down as soon as we win the war with Iran which is taking place right now. We'll win it. We're winning it.”Donald Trump · 2026-09-10NeutralOil & Gas“I think the war will end immediately after the election, because they can't hold out any longer.”Donald Trump · 2026-09-10NeutralThe AI Trade“So I think for me personally, that would be a kind of a low publicity risk”Matt Bloxham · 2026-09-10BullishThe AI Trade“They recently upgraded their full year guidance and they're continuing to struggle to kind of build enough capacity t…”Matt Bloxham · 2026-09-10BearishThe AI Trade“And if they can fund it, they've raised a lot of debt. There's an equity raise out there too, which is potentially di…”Matt Bloxham · 2026-09-10NeutralThe AI Trade“And so to some extent, we become away from an earnings market over time towards becoming more of a credit availabilit…”Jack Caffrey · 2026-09-10
▶ The whole tape, swipeable →
THE ARGUMENT · THE AI TRADEdisagreement of the week
Bearish
So all of a sudden, it's like we've added another U.S. budget deficit into the balance, where, you know, that's more demand for capital. So everybody's competing for capital, the price of capital goes up.
Louis-Vincent Gave · 2026-09-09
Bullish
if someone says that that's a sign that the A.I. bubble is going to end badly I think then they're not really good students history
Tom Lee · 2026-09-10
THE SHIFT · ED YARDENIthe fed
Then · May 18, 2026
A quarter-point Fed rate hike is “likely” in July 2026 to appease the bond vigilantes.
Now · 2026-06-18
“We thought he was a dove who favored lowering the federal funds rate. Instead, he hammered home a strict orthodox message on inflation with a strong commitment to price stability” (his written note, read on air); “it may be a do nothing Fed for a while”
All documented shifts →

Next verdicts

– days
Peter Brandt: Bitcoin will bottom around $60,000 in Q3 2026 (later revised to a Sep-…
Sep 30, 2026 · record
– days
Tom Lee: “History shows that the SpaceX IPO should not actually mark the market…
Sep 30, 2026 · record
– days
Paul Tudor Jones: “Do I think he'll cut rates? No chance.” (on whether Kevin Warsh's Fed…
Nov 3, 2026 · record
– days
Dan Ives: Nasdaq 30,000 within the next six months (reaffirmed on air; AI rally…
Dec 10, 2026 · record
– days
Ed Elson: “As soon as it hits the market, SpaceX stock will immediately explode…
Dec 11, 2026 · record
– days
Scott Galloway: “over the next 6 months, the stock would get cut in half” (SpaceX)…
~Dec 12, 2026 · record
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