Show notes
Pete Najarian @petenajarian and Nancy Tengler @ntengleron @larry_kudlow's WABC radio show @LarryKudlowShow#VIX sitting at 16-17 and looking strong after dropping another 7% last month. Crude down ~35%, gasoline plunging → negative CPI readings ahead. Tech is inherently deflationary. Big fan of Kevin Warsh bringing back monetarist discipline, money supply focus & commodity watching.Housing names heating up: $DHI $HD $SHW AI power plays: $CAT & $GNRC for data center demand.Solid earnings growth, young bull market. Energy deflation is a major tailwind! 🔥#Markets #VIX #Housing #Fed
