Jawboning the Markets won't Work as Well this Year....Still LOTS of Risk.

In this week's episode, we touch on the thought that since the President cannot flip the switch and change on the market reacts to the war in the Middle East (like he did last year with the tariff issue), trying to "jawbone" the market is not going to have the same kind of lasting impact this year. We also highlight how the issue of "shortages" is going to become a problem soon...and why we think there is one sector which should provide a win/win situation for investors over the coming weeks/months. Finally, we touch on the fact that the problems facing the AI and private credit markets could become quickly exacerbated by war in the Middle East and it's impact on oil prices.