Big Boy Macro Update. And. DeGen Island 2035

Level 5 - Sonic Autist

Welcome Avatar! As you heard, a $1.2T spending package was recently passed. This is not a surprise and will have implications in ~6 months. Naturally, just like money printing before, it takes some time for the impact to roll through. We’ll start with 1) a quick overview of the package, 2) a overview of investment implications and 3) an important update…