Early Morning with Dave

Early Morning with Dave

From 'Epic Fury' to 'Project Freedom' to 'Great Progress’ -- Investors Like the Sound of These Shifts!

Investors respond forcefully to the most encouraging signs of conflict resolution yet — with China apparently working the back rooms.

David Rosenberg's avatar
David Rosenberg
May 06, 2026
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Key Takeaways

  • The Off-Ramp Becomes Visible: The news is coming fast and furious. Right after President Trump stated the ceasefire was holding despite Iran’s antics in the Strait and stated that he has changed the name of this conflict to “Project Freedom,” the latest report to hit the tape was a one-page memo being considered to end the war altogether. All the while, and this is encouraging, China has been working the back channels, so we have been told, to pressure the regime to negotiate a full end to this conflict and the reopening of the Strait.

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