Just last weekend, we discussed Confusion versus Uncertainty. We have a long list of potential market moving events, many of which might be at pivotal moments. The Big Beautiful Bill. Not letting tax cuts expire is crucial. Additional targeted tax cuts would also be helpful – especially anything that would drive growth and innovation. The new “twist” here was the apparent falling out, played out via social media, between President Trump and Elon Musk. It seems to have quieted down, which is a good thing. While we are correct to worry about the deficit, at this point in time, moving ... Where Are We Now?