Here’s my two cents in two minutes, following Kevin Warsh’s nomination as Powell’s successor. Let’s talk about Tillis, Thune, and whether this nomination will move forward anytime soon. And let’s talk about ending attacks on the independence of the Fed.
A regional war that includes existential risks is underway. Outcomes evolve. All predictions are problematic.
We ask if recent market volatility was a broad market correction or a reallocation within and among asset classes. Or is something else driving volatility because of disruption (AI, tariffs, wars, federal deficits)?
FL Gov DeSantis is trying to take the USF Sarasota-Manatee campus and transfer it to New College. IMO, this would be a disaster for the Sarasota-Manatee community and the state.
Trump’s Venezuela actions have lessened the Maduro threat to oil production in various South American countries. The outcome has possible bullish scenarios for oil.
David would love to hear from you. Please Feel free to reach out and send an email.