Trump's (https://www.cnbc.com/2026/07/01/trump-money-financial-disclosure-crypto-billions.html) (Nvidia, Amazon, Microsoft) while Warsh (https://www.marketwatch.com/story/warsh-warns-investors-not-to-expect-hints-at-future-fed-rate-moves-bc945c02?mod=mw_rss_topstories) creates a dangerous macro cocktail: the most powerful investor in America is now the least predictable actor on monetary policy.

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