Trump's (https://www.cnbc.com/2026/08/07/trump-lisa-cook-federal-reserve.html) is political noise, but here's what it obscures: the accrual wall just hit bank balance sheets hard. When $BRK releases earnings and announces [$8.5B in buybacks](https://www.cnbc.com/2026/08/07/berkshire-earnings-may-prove-stock-is-cheap-and-that-abel-and-buffett-think-so-too.html), that's not confidence—that's management signaling the market overpriced their stock.

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