Research & Insights | Urban Bear Capital

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Research & Insights

Warsh Shows His Hawkish Side — and the Gulf Ceasefire Cracks: A quarter-point hike nobody was surprised by turned into a selloff nobody was ready for

Warsh Shows His Hawkish Side — and the Gulf Ceasefire Cracks: A quarter-point hike nobody was surprised by turned into a selloff nobody was ready for

Warsh Shows His Hawkish Side — and the Gulf Ceasefire Cracks: A quarter-point hike nobody was surprised by turned into a selloff nobody was ready for

July 2026 Recap

Pete Giancello

Sep 241 min read

Jackson Hole in One Sentence: Get Ready for September: A handful of words from Chair Warsh flipped rate-hike odds overnight. Not everyone thinks the data backs him up.

Jackson Hole in One Sentence: Get Ready for September: A handful of words from Chair Warsh flipped rate-hike odds overnight. Not everyone thinks the data backs him up.

Jackson Hole in One Sentence: Get Ready for September: A handful of words from Chair Warsh flipped rate-hike odds overnight. Not everyone thinks the data backs him up.

Aug 2026 Recap

Azra Mody

Sep 11 min read

Buying Fear: Our Microsoft LEAPS Trade Into July Earnings

Buying Fear: Our Microsoft LEAPS Trade Into July Earnings

Buying Fear: Our Microsoft LEAPS Trade Into July Earnings

MSFT Earnings

Trade of the Week

Miqdad Mawji

Aug 113 min read

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