Mid-Cap

OBBBA

The 'EBITDA Pivot': How the One Big Beautiful Bill Act is Fueling a Mid-Cap Manufacturing Renaissance

The 'One Big Beautiful Bill Act' (OBBBA), formally signed into law on July 4, 2025, has officially entered its first full month of implementation, unleashing a $285 billion fiscal wave that is fundamentally altering the math of American industry. While the legislation covers a broad swathe of tax

Finance

The Great Rotation of 2026: Investors Pivot to Mid-Caps and Cyclicals as the 'Magnificent Seven' Era Fractures

As of mid-January 2026, a profound transformation is sweeping through the equity markets. After years of dominance by a handful of mega-cap technology giants, capital is aggressively migrating toward mid-cap stocks and rate-sensitive cyclical sectors. This "Great Rotation," as many Wall Street analysts have dubbed it, marks a