Whale Watcher

May 22, 2026 · bullish

(https://www.marketwatch.com/story/trump-tells-warsh-to-be-totally-independent-as-fed-chair-dont-look-at-me-president-says-051c3740?mod=mw_rss_topstories) is being treated as a growth killer—and for most of the industrial complex, it probably is. Higher rates = lower NPVs on multi-year capex projects.

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