As discussed in the Fog of War, we are starting to get some economic data. The market did not like yesterday’s data, where ISM Manufacturing was weak, but it really didn’t like the mix (employment and new orders components were below 50, with prices paid beating 50). JOLTS and durable goods will be interesting today, along with the Beige Book, which might give an inkling into what the Fed sees region by region and how they might vote for rates at the September meeting. Away from that, I’m watching Bitcoin and the Bitcoin ETFs closely as well as NVDL. I’m ... A Few (More) Things To Watch