WOYM: Iran vs. Israel; Father's Day; Datacenter
Episode publishedPodcast: Lumida Wealth : Non-Consensus...Lumida Wealth : Non-Consensus Invest Beyond the Ordinary
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Hello, everyone. It's Monday near 4PM, June 16. Happy belated Father's Day. I really enjoyed it. I'll share a highlight with you. I wanna walk through a couple of takeaways touching on the Iran Israel conflict and some other thoughts from the Lumina Ledger newsletter. I'll give you a quick punchline. Things are pretty bullish. I think you could get a melt up this week. It's very hard to find a sector that isn't constructive between technology to consumer discretionary, to financials, which we're all working today and healthcare, which will probably work in the back half of this week. Earnings
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