This Trigger Could Send Stocks Bubbling Sharply Higher | Darius Dale
An important early choice for new Fed Chair Kevin Warsh to make
Despite stocks being at rich valuations, there's a risk of them bubbling sharply higher from here should the Federal Reserve under Kevin Warsh chose to "look past" current inflation concerns.
This would be akin to what happened in the late 1990s.
Darius Dale, CEO of macro forecasting and market timing service 42 Macro, delivers this warning in today's video, as well as shares how his model is currently positioned for the current investing environment.
To see Darius present his firehose of data & charts, click here or on the video below:
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Adam’s Notes: Darius Dale (recorded 5.27.26)
EXECUTIVE SUMMARY
Darius Dale confirms we are in a reflation regime (risk-on with inflationary bias), which has been in place since mid-April after a brief risk-off period.
He expects the closure/reopening of the Strait of Hormuz to be more market-relevant than the war itself, arguing that resolution would trigger capital rotation out of crowded AI trades into broader equities and credit, supported by expanding global liquidity.
On the core themes, Darius’ outlook remains
