The One Big Beautiful Bill: Portfolio Implications & Strategic Responses

By Anthony Pacione – Gasima Global, July 2025 Executive Summary The “One Big Beautiful Bill Act” (OBBBAA) is reshaping the investment landscape through a mix of tax extensions and trade measures. In this paper, we examine how OBBBA’s policy shifts, from tariff-driven inflation to tax code tweaks, may influence portfolio construction, risk management, and long-term […]

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