"It is close to impossible to predict which companies will be winners and losers here but investors know they have no choice but to roll with it. “One thing that’s easy to predict is there’s going to be policy volatility and chaos across all sectors” @alphaville.ft.com

Client Challenge

Biggest cost item vs. biggest savings: 56:1 #foodforthought in @nytimes article about #BigBeautifulBill

Everything in Trump’s Big Tax and Spending Law, and How Much It Will Cost or Save

The legislation includes tax cuts as well as big cuts to Medicaid, food benefits and other programs, and it’s expected to add more than $3 trilli...