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Warsh Era Begins + Post May OPEX Rotation

A new stock market call is out.

In this weeks Stock Market Call we talk about 3-themes that can start affecting the rotational shift (and already have) into the Summer months.

  1. Kevin Warsh in as Fed Char and his general plan

  2. May OPEX: Retail flows highest since 2021 and why that matters

  3. What does a cease fire in Iran look like? Not a market rally.

Plus a long Q&A this week from readers that you don’t want to miss.

Listen on Spotify

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