The One Big Beautiful Bill Act: Effects on Philanthropy
Analyze the One Big Beautiful Bill Act (OBBBA) impacts on philanthropy: navigating the AGI floor, benefit cap, QCD limits, and 2027 scholarship credits for optimized tax efficiency.
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Macroeconomy & Policy
34 posts
Analysis of economic trends, monetary policy, and regulation shaping investor decisions across private and public markets.
2026 Tax Planning: Stability and Key Adjustments for Private Investors
The OBBB Act ensures permanent QBI, low capital gains rates, and the high Estate Tax exemption. What investors should know heading into 2026.
The Mexican Private Credit Paradox: High Yields in an Underbanked Economy
The private credit sector in Mexico addresses the severe financing gap faced by SMEs, driven by inefficient traditional banking, high interest rates, and increasing opportunities for alternative lenders seeking strong returns.
Government Shutdown Creates New Private Market Dynamics
A federal funding lapse is impacting government operations, economic data releases, and private markets, shifting focus to liquidity solutions and alternative data amidst tight conditions.
The OBBB Effect: What It Means for Clean Energy Projects
New fees, rescinded federal support, and shorter tax credit windows are reshaping project economics, pushing developers toward private financing, tighter timelines, and strategic adaptations.
The Fed’s Pivot Triggers the “Great Re-Allocation”
The Federal Reserve's recent rate cut initiates a capital reallocation, boosting risk asset investments, increasing gold prices, and enhancing private market liquidity, promising growth recovery.
Kicking Off a New Era in Football Finance
Private capital is transforming European football, with US investors increasingly buying minority stakes in clubs, while private debt and multi-club ownership expand.
Higher Returns, Higher Risk: The Coming Revolution in Your 401(k)
Recent news on 401(k) plans to include alternatives like private equity and crypto, promising higher returns but posing significant risks and complexities for investors.
The Illusion of Diversification: Why S&P 500 Concentration Pushes Capital Toward Alternatives
The S&P 500's increasing concentration in a few tech firms undermines its role as a diversified investment. Investors are shifting towards alternatives for true risk diversification and resilience.
Opening the Gates: What the Equal Opportunity for All Investors Act Could Mean for Private Markets
The Equal Opportunity for All Investors Act aims to redefine "accredited investor" by introducing a financial knowledge exam, enhancing access to private markets for financially literate individuals.