One Big Beautiful Bond Blowout

How to Reposition Your Portfolio Before the Fiscal Train Derails

The passage of the “One Big Beautiful Bill” has sent shockwaves through U.S. financial markets, igniting a bond market selloff and raising existential questions about America’s fiscal future. As investors scramble to reassess risk, additional legislative proposals like the GENIUS Act and the Strategic Bitcoin Reserve Act (the Lummis Bill) promise partial relief, but only real fiscal discipline will restore confidence in U.S. Treasuries.

Here’s how these forces interact, why they matter, how partisanship drives policy, and how savvy investors can reposition their portfolio off the train and profit from when it derails.

The Fiscal Fuse: How the “One Big Beautiful Bill” Lit the Bond Market on Fire

The bill, a sweeping package of tax cuts and spending increases, is projected to add trillions to the U.S. debt over the next decade, pushing the total to hi…