SpaceX
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It is Warsh’s first meeting as Chair! 🕊️ He better be dovish. Not because of a certain someone in the WH🏛️… … but because that is what the market has priced-in. Click below for the sectors with the most to gain and the most to lose as well as the sector should benefit if we…
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SpaceX stuck the landing on day one. 🚀 I’m still not buying. History says the better price is coming, and I’d rather wait than chase. Meanwhile, Kevin Warsh steps into the chair Wednesday for his first FOMC meeting 🏦, and the real question isn’t rates. It’s whether he’s actually driving the bus. 🚌
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Hawkish Fed? 🤷 War in Iran? 🤷 Rising inflation? 🤷 Space X IPO? 🤷 It is tough to be a bear in this bull market. At some point though, you have to ask: What would it actually take? I can think of one think that’ll make bears feel a little better, even if only temporarily.
Gorilla With Glasses 