The Senate just passed this huge $4.5 trillion spending bill ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏
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| The Senate just passed this huge $4.5 trillion spending bill (they're calling it the "One Big Beautiful Bill Act") by the slimmest margin possible - 51-50 with Vance breaking the tie. Now it's heading to the House where things could get messy. This thing is packed with tax cuts, massive defense spending, and some pretty significant changes to energy policy. The timeline is tight - they want it done before July 4th, but there's real pushback from different factions in the House. Here's why I'm flagging this: The bill could create some serious winners and losers across different sectors. We're talking potential major shifts in clean energy, fossil fuels, defense, healthcare, and financial services. Some stocks could see big moves depending on how this plays out. The market hasn't fully priced this in yet, and with the House vote still uncertain, we could see some volatility in the coming weeks. Frank and I are tracking this closely and diving deeper into what this means for different investment opportunities in our State of the Market Session tomorrow at 10am ET. If you want to stay ahead of these moves and understand how to position yourself, join us tomorrow morning, where we break down exactly what developments like this mean for your portfolio. Talk soon, |
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