2 small stocks that benefit from Kevin Warsh's first Fed moves

Kevin Warsh was confirmed as Fed Chair by the Senate today in a 54-45 vote, with Powell's term as chair expiring May 15.1,2 Warsh has said in print he wants a smaller Fed balance sheet, an end to the dot plot, and an exit from the central bank's role in the mortgage market.3 The market is pricing one-dimensional hawkishness while ignoring the two specific business models that get paid when his plans become operating reality.