Trump's (https://www.cnbc.com/2026/05/01/donald-trump-king-charles-queen-camilla-state-visit-scotch-whisky-tariffs.html) just delivered a masterclass in policy whiplash—yet banks like $GS and $BAC are still priced for Fed predictability that doesn't exist. Take BofA's recent performance: EPS rocketed from $0.90 to across four quarters while revenue climbed ] quarter-over-quarter. That's not accounting magic—it's operational discipline under fire.

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