Qualified Opportunity Zones: What OBBBA Means for Investors

Published on March 18, 2026

The Qualified Opportunity Zone (QOZ) program is entering a pivotal transition period, with some legacy incentives expiring this year and a redesigned framework set to take effect next year.

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The Slowest Business Cycle on Record

March 18, 2026
Comparing business-cycle-related primary trends of the falling 2-year Treasury yield shows that this is the slowest business cycle since WWII. I argue the slowness of this cycle is evidence of the 6+% average pro-cyclical fiscal deficit over the last three and a half years.

Industry Experts Share How to Reshape Portfolios With Alternatives

March 18, 2026
For decades, the 60/40 portfolio was the gold standard for balanced investing. However, as correlations between stocks and bonds fluctuate and traditional safe havens face new pressures, advisors are looking toward alternatives to increase portfolio efficiency.