Asks for reaction to yesterday's Fed call and Santa Claus rally expectations.
Nicole
Rebecca Walser
Fed is accommodative, which is better for equities and small caps. The Fed is deeply divided, with more dissent than publicly shown.
Rebecca Walser
As long as accommodation continues, equities will run. Cheap credit fuels AI investment.
Asks about potential fiscal stimulus coupled with monetary stimulus.
Nicole
Rebecca Walser
Stimulus is positive for equities but may not translate to bonds, which react to risk. Accommodation devalues currency.
Asks about stock picks (LIN, Visa) and three quick questions on AI revolution, Warner Bros., and Oracle.
Nicole
Rebecca Walser
AI revolution is at beginning stages, starting to monetize. Likes Visa for moving to blockchain. Would pause on Oracle due to debt use.