Kimberly Forman

Finance Industry - Enjoy the win and learn from loss.

[David Kudla @David_Kudla]

How could Iran pull this off at this point, given the widely reported, massive degradation of their military command and control, depletion of military hardware and leadership, and overall devastation that U.S., Israel, and Gulf countries have dealt them. Iran’s ability to inflict harm on US bases in the region and on other Gulf countries after all the damage to their military and infrastructure is disturbing. Will the Strait of Hormuz ever return to pre war levels of shipping without a negotiated settlement that just kicks the can down the road for years? Can the U.S. get the job done by air power alone? This is starting to look more and more like another “forever war” for the U.S. in the Middle East.

[David Kudla @David_Kudla]

The U.S. is not fighting just Iran and its singular capabilities. Iran is enabled by China, Russia, and others, leveraging their technology, weapons, and targeting to continue attacks on U.S. bases and neighboring Gulf countries.

[David Kudla @David_Kudla]

Here we go. I am actually surprised it took this Iranian proxy this long to act. The war is now expanded further, but I am sure the U.S. and Saudi Arabia were expecting this and have a battle plan ready. As 5 million bpd of oil has been diverted to export through the Red Sea when the SoH was shut down, this choke point is vital to global supply.

[David Kudla @David_Kudla]

With all the devastating attacks on Iran over the past nine days, the IRGC still has the capability to attack crude oil tankers and other shipping in the Strait of Hormuz. They demonstrated so again last night. Global crude oil supply will thin to critical levels if the Strait is not opened soon. SPR reserves are nearing depletion.

Invest accordingly.

[David Kudla @David_Kudla]

Both CPI and PPI for June came in better than expected. But, that was mostly due to energy prices falling after the Iran war spike. Bank earnings are hot for the second quarter. Overall Q2 earnings are forecasted to rise an impressive 22%. But, investors will expect beats like in the Q1 season. How long is the Fed on hold? Iran is now a red hot war, with energy and oil prices rising again. Tune in to Bloomberg on Thursday for my take and where we see investment opportunities right now @MainstayRIA.
@ptsweeney @scarletfu

[David Kudla @David_Kudla]

Thank you @scarletfu and @Ptsweeney for having me on the show.

[Mainstay Capital Management @MainstayRIA]

Our CEO, David Kudla, joined @ptsweeney and @scarletfu on @Bloomberg to share his perspective on oil, inflation, and what's next for Federal Reserve interest rate decisions.

https://t.co/r2qRrdWdv6

[David Kudla @David_Kudla]

People are investing in the hardware of $ASML, but not the software of $IBM.

$ASML gaining. $IBM getting absolutely hammered on Tuesday.

[Mainstay Capital Management @MainstayRIA]

The June CPI report came in lower than expected, but the outlook for the markets, inflation, and interest rates remains a focus for investors. Our CEO, David Kudla, will share his perspective with @scarletfu and @ptsweeney on @Bloomberg Thursday, July 16th at 11:25 am ET.

[David Kudla @David_Kudla]

Emerging Markets are seeing historic investment demand.
For good reason.
@KobeissiLetter

[Mainstay Capital Management @MainstayRIA]

Our CEO, David Kudla, shared his insights on @FoxBusiness with @LizClaman on investing in the artificial intelligence supercycle amid recent tech sell-offs.

https://t.co/nqZmKWAGNl

[David Kudla @David_Kudla]

Shipping has partially resumed through the Strait of Hormuz. The Fed shook the markets in Kevin Warsh’s first FOMC meeting as the new Fed Chair. A new round of earnings reports are about to get underway. Tune in to @FoxBusiness at 3:50 pm ET Tuesday for my discussion with @LizClaman on where we see investment opportunities right now.

[Mainstay Capital Management @MainstayRIA]

Don't miss our CEO, David Kudla, on @FoxBusiness @ClamanCountdown with
@LizClaman on Tuesday, July 7, at 3:50 pm ET, as they discuss the financial
markets and where investors may be able to find opportunities.

[🎼🌺Music Love♥️ @ThoNg676733]

The baby told the bus driver that this was her favorite song so he turned the music up so they could dance

[David Kudla @David_Kudla]

Jeremy Grantham has correctly predicted 84 of the zero market crashes in the last 15 years

[Mainstay Capital Management @MainstayRIA]

Our CEO, David Kudla, joined Paul Sweeney (@ptsweeney) and Scarlet Fu (@scarletfu) on @Bloomberg for a discussion on:

▪️Iran Deal
▪️Fed’s Hawkish Tilt
▪️Oil

Hear his perspective and investment strategy in the link below.

https://t.co/Z1CNECp7p1

[David Kudla @David_Kudla]

Thank you @scarletfu and @ptsweeney for having me on the show today.

[David Kudla @David_Kudla]

It’s all about global oil supply and the breaking point that was approaching.

Spice Must Flow

[David Kudla @David_Kudla]

I’m not quite sure President Trump will be happy with Kevin Warsh’s direction for interest rates. Right now it looks like a bias toward raising rates to combat inflation. Not at all an outlook for cutting rates, as Trump unmercifully tortured Jay Powell for not doing far more aggressively.