Warsh Is In The Race: Fed Chair Odds In Flux
Written by Michael Lebowitz and Lance Roberts | Dec 16, 2025 | Daily Market CommentaryOver the last few weeks, it seemed all but a done deal that Kevin Hassett…
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> Read MoreWe are rebalancing all core models today. Trimming GOOG, LLY, and ABBV. Adding to META, BLK & JPM. In the ETF model we are trimming XLV and adding to XLF. In the Dividend Model we are selling UGI and rebalancing all other holdings to target.
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> Read MoreFear is being spread on social media that some AI players are nearing default. The…
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> Read MoreMeta and Google recently borrowed a combined $55 billion in the corporate bond market. As…
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