Possible scenario
Administrative Containment
40% Chance
California Controller Malia Cohen's office treats the allegations as a records-integrity and due-process problem rather than an intentional asset-seizure scheme. The most likely path is an internal review, temporary procedural changes, and a limited restitution process for affected owners.
Portfolio impact
S&P 5000.0%
Each figure is the modeled move of the S&P 500 if the outcome occurs. For information only. Not investment advice.
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