Executive Summary
Kevin Worsh's Fed Chair nomination represents a strategic intervention to halt dollar weakness and restore monetary credibility amid an ambitious three-dimensional economic rebalancing. The administration is simultaneously attempting to shift from consumption to investment, rebalance trade through tariffs and dollar weakness, and address inequality through immigration enforcement—all to generate nominal growth sufficient to manage a two-decade debt burden. Gold's parabolic move alongside persist...
Key Investment Opportunity
Cyclical Rotation Continuation
Economic rebalancing toward investment and productivity should favor cyclical stocks over mega-cap growth, with small and mid-cap benefiting from domestic focus
...and 1 more investment opportunities
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