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LS
Lisa Shalett
Morgan Stanley Wealth Management (CIO)
First call on the ledger
No calls filed yet. Quotes in curly quotation marks are verbatim; everything
else is a labeled paraphrase. Every call links its original source. Before you trust the call, check the record.
Where they stand
Views on the record but not scoreable bets: no single number and deadline to grade. Shown in their exact words, never scored.
buy call on oversold duration after the Warsh-week plunge
“the bond market is being a little bit riotous at the moment. And so we would actually be buyers of some of this oversold duration”
defense of the chair against the tantrum; Worsch = Warsh garble
“Kevin Worsch said and did exactly what he's been telegraphing for several months that he was going to do”
extraordinarily strong economy, stable labor market
“this market can absolutely positively tolerate higher rates”
NeutralFed
leaning · 2026-08-01
no hike unless data forces it; task forces broaden the data set in January
“I don't think he's going to go there unless the data pushes him. The market is trying to push him”
buying the dip in AI hardware plus defensives
“we are looking at a handful of the hyperscalers, hardware names, and some semiconductor names that have come down”
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