- Analyzed Investing
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Archive
The Real Cost of "One Big Beautiful Bill": Washington's $4 Trillion Stimulus Mirage
Explore the hidden risks and market implications of Trump’s $4 trillion “One Big Beautiful Bill.” Analyzed Investing dissects the macro fallout—ballooning debt, collapsing Medicaid coverage, politicized Fed pressure—and reveals where savvy investors should look next. Featuring a strategic spotlight on Daly Asset Management’s Active Growth Fund.
Rate Cuts on Ice: The Fed’s Quiet Panic and How to Position Now
Powell’s testimony makes it clear, the Fed is frozen by inflation risk and tariff shock. This isn’t patience; it’s policy paralysis. Inside: why consensus is wrong, what markets are missing, and how Monte Independent’s Balanced Equities strategy is built to thrive when central banks hesitate.
The Illusion of Calm: What Markets Miss in the Israel-Iran Ceasefire
A tenuous ceasefire between Israel and Iran has quieted markets—but not the risks. Behind the headlines lies a deeper story: exposed chokepoints, eroding U.S. credibility, and rising structural volatility. We dissect the macro undercurrents investors can’t afford to ignore, and one strategy positioned to navigate the storm.
