Dryden Pence: Warsh an Adult in the Room for Fed, Likes MSFT, AMZN, GE
Schwab Network · Schwab Network
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Show Notes
Dryden Pence believes fiscal policy, monetary policy, and industrial policy are all aligning to be “highly stimulative going forward.” He thinks the market will continue to climb and broaden, though the Mag 7 may still lead. He notes that so far earnings have been constructive in 4Q. The nomination of Kevin Warsh to Fed Chair puts another adult in the room, Dryden says. His picks right now include Microsoft (MSFT), Amazon (AMZN), and GE Aerospace (GE).
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