V (US)


December 3, 2025

(NVDA, AMD, V, MA, WMT, TGT, HD) NDAA Update: Tech and Credit Card Amendments Unlikely to Survive

By Joe Lieber

We continue to expect that three of the most material non-defense-related items that some members of Congress hoped to include in the National Defense Authorization Act (NDAA) will not make the final cut. Those amendments are:  GAIN…

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June 9, 2025

Capitol Policy Weekly: June 9-June 13: Reciliation, Trade (NVDA), Stablecoins (CRCL), and Rescissions

By Joe Lieber

The big news we expect out of Washington this week, with Congress in session, includes:   A release by the Senate Finance Committee of its tax, Medicaid, and perhaps Medicare mark for the reconciliation bill….

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May 28, 2025

T-Bill Demand, Credit Card Regulation and Stablecoins

By Joe Lieber

 We continue to believe that stablecoin legislation, known as the GENIUS Act (S. 1582) in the Senate, is likely to pass in that chamber in the next couple of weeks, creating a regulatory framework for…

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