“One big beautiful . . .” is the new mantra of the day. Will it stand the test of time in the political arena, let alone spill over into other of life’s endeavors? The One Big Beautiful Bill Act (“OBBBA”) covers a very broad range of tax and spending rules and priorities at the federal level. In these early days of analysis, it seems likely that the breadth and depth of OBBBA is such that each one of us might find areas to support as well as provisions to reject. Finding one big beautiful investment in which to anchor a portfolio is a wishful pursuit. The perspective here provides some comparisons that might be useful for determining what portfolio structures and strategies merit greater attention over time.
Big & Beautiful
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