The Fed and the US Economic Outlook: A Process Unfolding

We're going to see a leadership change in the US. And it's going to go from the quote-unquote magnificent seven to a broader-based rally. Money is going to flood into those things that people are generally underweight or still short, and that's the next stage of this rally. I think we kind of have this two to three-week window where everyone's going to be a little bit more calm,. assuming that DOJ doesn't do anything to really shock us.