(https://www.cnbc.com/2026/07/15/buffett-says-trumps-pick-of-kevin-warsh-for-fed-chair-was-good-choice.html) for Fed chair is 'good choice' — translation: monetary accommodation, not hawkishness. Here's the trap nobody's watching: geopolitical risk has been priced into defense contractor multiples *because* markets expected rate persistence and fiscal tightness. Warsh signals the opposite: liquidity wins, rate cuts eventually come.

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