Warsh officially becomes the new Fed Chair.Waller, one of the biggest doves on the Fed, officially comes out today and says you are crazy to think a cut would be on the table.Fed Futures now pricing in an October hike.Small caps catching a bid today. S&amp;P ATH. Nvidia down after earnings.Earnings continue to be incredibly strong even with high inflation.Either summer is going to be taking a breather and give a meaningful dip or we just keep ripping and tbh, if we were to get a bad dip, now that the AI story has become so obvious, most people would buy that dip…which is why we might not get one.Source: amit