Tax Policy Outlook. The good news is that we don’t think tax hikes will hit until at least 2026.

Beware a “Gridlock Rally”. Gridlock has been good for stock market investors in the past few decades, particularly when there’s been a Democratic president and the Republicans in control of at least one house of Congress.

Biden’s Student Loan Fiasco...In effect, colleges could create massive and perfectly legal money-laundering schemes.

Inflation Games. Inflation is a political lightning rod... Politicians blame war, or COVID, but the simple explanation is just too much money creation.