September Rate Cut Looms as Fed Doves Gain Sway

Published on August 13, 2025

The first full week of August offered a concise lesson in how quickly the policy calculus can shift when both politics and data align. Equity markets wobbled after reports that Governor Christopher Waller, not Kevin Warsh, is now the front runner for the next Fed chair.

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Structured Credit: A Better Margin of Safety When Spreads Are Tight

August 13, 2025
Currently, spreads in most credit markets are at or close to historically tight levels, meaning that investors are locking in significantly lower levels of compensation than they have, on average, over the past several decades.

How The New Tax Bill Affects Tech Professionals

August 13, 2025
If you work in tech, there’s a good chance this new tax bill affects you. Whether you’ve got equity, side income, startup investments, or you’re just someone with a solid paycheck, the One Big Beautiful Bill Act (or OB3A, as some of us have started calling it) has a few changes worth paying attention to.Some of these updates are a continuation of older rules. Others open up new opportunities. A fe