Probably trickiest spot in last few years to be in cash vs assets Warsh coming in and now the future is unsolved Will he be a hawk and not cut rates? Well that’s what his track record says. But if you listen to his recent speeches he’s a complete AI bull. He says things like “yeah by end of this year everyone will have 40 agents in their pocket” As long as AI keeps pace of growth high, which it should be able to since models are starting to writing the updates themselves. So for those…