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The Big Beautiful Bill (BBB): A Sweeping Tax Overhaul Signed into Law

MergersCorp M&A International

Estate Tax Exemption — Increased to $15 million starting in 2026, indexed for inflation. Mortgage Interest — Deduction on the first $750,000 of acquisition debt is permanently extended; interest on home equity debt remains non-deductible. Advance Manufacturing Credit — Jumped from 25% to 35% starting in 2026.

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Wells Fargo's top ideas to help cushion your portfolio from rocky markets

CNBC: Investing

'Fireworks' this summer Wells Fargo expects limited upside for stocks this year and a recovery in 2026 , with the S & P 500 reaching 6,500 by the end of 2026. However, the path from here will be choppy and will likely include a 5% to 10% pullback due to several headwinds this summer, according to the firm.

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Peloton rips higher after UBS says the stock could nearly double

CNBC: Investing

" The analyst also expects upside to Peloton's fiscal 2026 earnings before interest, taxes, depreciation and amortization, or EBITDA, expectations from further top-line growth and cost-cutting measures. These measures include general expenses optimization, tech debt reduction and the shrinking of Peloton's showroom footprint.

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This gold and silver mining stock could see more than 20% upside ahead, says UBS

CNBC: Investing

Analyst Daniel Major attributed his optimism on Kinross to a bullish view on gold prices, which he said should remain "elevated" at around $3,500 an ounce into 2026. " The analyst also pointed to Kinross' debt reduction efforts and strong cash returns as other potential boons for the stock.

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A look into the centrally cleared future

The TRADE

These changes are designed to improve market stability, increase transparency, and mitigate systemic risks in bond markets, affecting everything from Treasury securities to corporate debt. For trading desks, the new rules will result in a range of operational and regulatory shifts.

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From Cliff to Escalator: Why the 5-year Higher Ed Enrollment Outlook is Less Dire Than Some May Suggest

Tyton Partners

With the time it will take beyond 2026 for smaller high school classes to matriculate through enrollment years, the Demographic Cliff is less imposing within a 5-year outlook than the headlines might suggest, and not a major factor within the next ~10 years for graduate enrollment.

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Cannabis Receiverships Are (and Will Be) On the Rise

JD Supra: Mergers

debt is set to come due by 2026” for a number of publicly traded multi-state cannabis operators (“MSO”s). While this public cannabis company debt is not a pretty sight, it might be the tip of the iceberg given the unknown, but likely staggering amount of debt being carried by privately held cannabis companies.