Former Federal Reserve Vice Chair Lael Brainard said several of the task forces Fed Chair Kevin Warsh announced yesterday could be ways he tries to move the committee more into a direction of lowering rates https://t.co/CuTH7ayKG4
The end of the Iran conflict unlocks specific stock picks that are now set to outperform.
I sat down with veteran investor Ben Emons (@Marcomadness2) to unpack the market impact of peace in the Middle East, what stocks he is betting on now, the new bear case for stocks, Kevin Warsh's Fed regime, and political volatility.
Ben has worked in markets for decades. This conversation is full of unique insight and specific trade ideas.
TIMESTAMPS:
0:00 - Iran peace deal rally
2:16 - The real bear case
2:53 - Kevin Warsh is hawkish
4:07 - Rate cuts vs. balance sheet
6:34 - New Fed regime
10:06 - Fertilizer shortage
12:07 - Parabolic 7
16:13 - When to sell winners
18:05 - Still bullish on Mag 7?
21:05 - Financial stocks
25:36 - Midterms blue sweep
28:53 - Political volatility
29:40 - Follow Ben
Unprecedented surge in S&P funding costs by dealers lending out futures and Total Return Swaps (remember Archegos) to institutional clients. Think of it as lending costs for long positions.
GAME 5 - LET’S GO!
Tonight, we’re shining orange and blue with the @NYKNICKS' logo rotating in the mast.
See the lights live: https://t.co/UpgXWiuhfx
Text CONNECT to 274-16 for real-time lighting alerts.