
Hello there.
Hundreds of investing and finance newsletters hit my (and maybe your) inbox every week. This is the best of the best of policy from last week. Wednesday, we’ll cover finance, and Friday, we’ll tap into tech.
This week, we’ve got…
🥊 Two Fed Heads Break Ranks
₿ The Coin Toss
⛹♀️️ The SEC Tags Securities From the Bench
⚡️ The Policy Pulse
😆 Meme of the Week
🏛 Political Portfolio Spotlight: Rep. J. French Hill (R-AR)
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🥊 The Fed’s Family Feud
The Federal Reserve just delivered its most contentious policy vote since the Clinton years, holding rates steady while President Trump viciously heckled from the sidelines.
Two Trump-appointed governors, Christopher Waller and Michelle Bowman, broke ranks and demanded a rate cut as the president publicly called for the Fed board to “assume control” if Chair Jerome Powell refused to play ball. Powell, meanwhile, played it cool, insisting the debate was healthy and that the Fed isn’t about to take marching orders from Pennsylvania Avenue.
Jerome Powell after not cutting rates (again)
— #borovik (#@3orovik)
3:49 PM • Aug 1, 2025
From Powell’s POV: inflation’s cooled, but tariffs are back, and nobody wants to be the one who cuts rates right before prices spike again. Most policymakers are still in “wait and see” mode, worried that Trump’s tariff blitz could push up costs just as the job market starts to wobble. Investors, for their part, barely flinched.
₿ The Coin Toss: Crypto Regulation News
Sen. Elizabeth Warren is pushing for an investigation into potential conflicts of interest between officials and crypto firms tied to the Trump family.
An engineer at CoinDCX has been arrested for allegedly helping orchestrate July’s $43.4 million exploit from inside the exchange.
Tokenization of real-world assets is gaining momentum, with big inflows in stable, yield-generating tokens backed by real estate and Treasuries.
Venture firm a16z is urging the Senate to drop the "ancillary asset" loophole, warning it risks creating dangerous regulatory gaps.
⛹♀️️ Crypto’s Regulatory Rebound
The SEC, under new Chair Paul Atkins, unveiled “Project Crypto,” a sweeping plan to drag securities rules into the on-chain era, with the full blessing of President Trump’s White House.
Gone are the days of crypto bros living in fear of regulation-by-enforcement and “Operation Chokepoint 2.0.” Atkins is promising clear categories for digital assets, easier licensing, and a regulatory sandbox for crypto startups to actually innovate without a lawyer on speed dial.
In other news, the Treasury Secretary is bull posting about crypto, so… there’s also that.
Crypto, Welcome Home.
— #Treasury Secretary Scott Bessent (#@SecScottBessent)
6:30 PM • Jul 30, 2025
The White House’s own 166-page report calls for Congress to get moving on new crypto laws, while the SEC and CFTC are set to share oversight duties. The goal is to make America the “crypto capital of the world” (MATCCOTW?) and lure back the companies that fled under the previous regime. Critics are already clutching their pearls, warning this could open the door to another FTX-style meltdown, but the industry is celebrating. Markets are, too.
Is the US's interest in crypto only temporary?
⚡️ The Policy Pulse
Trump’s 50% tariff on Brazilian coffee and orange juice kicks in this week and could reroute global trade flows while spiking US prices.
JPMorgan’s Jamie Dimon met twice with Trump this summer, touting a surprising détente after years of public clashes.
A proposed EU–US trade deal could hit branded pharma with 15% tariffs, threatening $19 billion in new costs.
US missile stockpiles are running dry, and defense contractors are booming as they scramble to meet global demand.
😆 Meme of the Week
Listening to the earnings call of a company knowing it determines whether my kid can afford to be a socialist
— #Boring_Business (#@BoringBiz_)
7:07 PM • Jun 25, 2025
🏛 Political Portfolio Spotlight
Elected officials have had a tremendous amount of success in the market recently.
I want to keep you updated on what they’re trading and when—so you can leverage that intel as you plan out your own portfolio.
Analysis provided by quiverquant.com.
Remember to always DYOR.
Rep. J. French Hill
(R-AR)
💲 Top Trades This Week:
[SELL] Blackstone Inc. (BX)
[SELL] Fortrea Holdings Inc. (FTRE)
[SELL] Intel Corp. (INTC)
[SELL] Lazard Inc. (LAZ)
[BUY] Loews Corp. (L)
[BUY] Markel Group Inc. (MKL)
🔍 Analysis:
Hill’s filings last week reveal a significant realignment: a potentially quarter-million-dollar exit from Blackstone plus in Fortrea.
He may have redeployed those proceeds in his mid-five-figure buys of Loews and specialty-insurer Markel, tilting the portfolio toward cash-rich conglomerates and insurance float just as earnings season heats up.
All told, the pivot trims higher-beta finance and tech in favor of balance-sheet ballast ahead of autumn rate and market volatility.
⭐️ What did you think of today's edition?
Disclosures
The information provided in Finance Wrapped is for informational and educational purposes only and should not be construed as financial advice, investment advice, or a recommendation to buy or sell any securities. Finance Wrapped is not a registered investment advisor, broker-dealer, or licensed financial planner. Always do your own research and consult with a licensed financial advisor before making any investment decisions. We may hold positions in or receive compensation from the companies or products mentioned. Disclosures will be made where applicable.