Caveat Emptor

Midnight Hammer and the Shadow Fed


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Mitch, JC and Brandon discuss the muted market reaction (initially at least) to the U.S. bombing of Iran, trade deals or the lack thereof 80 days after “liberation day”, the housing market rolling over, Secretary Bessent as the shadow Fed Chair, FICO scores, credit rating erosion, Yale’s project Gatsby and much more. 

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Caveat EmptorBy Red Cedar Investment Management