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Macroeconomy & Policy

41 posts

Analysis of economic trends, monetary policy, and regulation shaping investor decisions across private and public markets.

3 minute read

Data Centers, Summer Heat, and the Grid

AI-driven data center demand collides with summer heat, straining power grids, accelerating electricity consumption, and driving investment in energy infrastructure, utilities, and grid capacity across major data center markets.

April 22, 2026

3 minute read

Tax Day 2026: Key Dates & OBBBA Changes for Private Market Investors

Stay ahead of the 2026 tax season. Explore critical filing deadlines, liquidity shifts, and new OBBBA provisions, including QSBS tiers and EBITDA interest deductions.

March 26, 2026

1 minute read

How Geopolitics Is Reshaping Global Markets

As conflicts rise and trade routes come under pressure, geopolitical risk is reshaping global markets through higher defense spending, supply chain shifts, and inflation volatility.

March 23, 2026

3 minute read

Macroeconomy & Policy

SEC Considers Ending Mandatory Quarterly Earnings Reporting

The SEC is considering making quarterly earnings reporting optional, allowing public companies to report semiannually. The proposal could reshape corporate disclosure rules, transparency standards, and investor information flows in U.S. markets.

March 17, 2026

3 minute read

Macroeconomy & Policy

The SEC Rewrites the Wells Playbook

SEC updates its Enforcement Manual, doubling Wells notice response time, mandating evidence disclosure, and requiring Director-level oversight.

March 3, 2026

6 minute read

The One Big Beautiful Bill Act and the Retiree Balance Sheet

The One Big Beautiful Bill Act reshapes retirement planning, impacting AGI, Medicare IRMAA premiums, SALT deductions, estate tax exemptions, Medicaid eligibility, and charitable strategies for private investors and UHNW retirees.

February 11, 2026

3 minute read

When “Small” No Longer Means Small in Investment Management

The SEC proposes redefining small investment advisers by raising AUM thresholds, modernizing regulatory flexibility analysis, and reshaping compliance expectations for RIAs, investment companies, and independent advisory firms.

January 14, 2026

3 minute read

Macroeconomy & Policy

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.

January 7, 2026

3 minute read

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.

December 10, 2025

4 minute read

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.

November 18, 2025