Brian Glenn describes the accelerating “Who Blinks First?” tension between the White House and the Fed as he reacts to the FOMC decision. He works with business owners and discusses the strategies and considerations they’re using in this rate environment. He likes aerospace, citing heavy backlogs in Boeing (BA) and Airbus, as well as auto dealing companies like CarMax (KMX). Brian also likes AI, comparing the boom to the late 90s when many unrelated industries benefitted from new technology.