The Warsh Playbook

Warsh now greenlit to be nominated and in my opinion will want rates to be dropped massively because Trump wants it done. Trump wants to lower the debt and without lowering spending the best way to do that is to lower the amount of interest paid on the debt by lowering interest rates. Plays for lower interest rates- big tech (googl, amzn, apple, msft, meta, Nvda, mu, avgo, dell, hpe, ), banks (jpm, c, wfc, bac), housing stocks which have been in a funk for 4 years now might be some of the best (rkt, cbre, len, phm, tol, dhi, hd, low), travel (dal, ual, aal, mar, hlt, h, rcl, ccl, nclh)