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    The Boyar Value Group’s 1st Quarter Letter 2025

    Bill Ackman on Investing, Politics, and Turning Howard Hughes into a Modern-Day Berkshire Hathaway

    Jonathan Boyar Highlights 3 Companies from The Forgotten Forty 2025 Edition on Yahoo Finance

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    Bill Ackman on Investing, Politics, and Turning Howard Hughes into a Modern-Day Berkshire Hathaway

    AI, Indexes, and Independent Research: Inside Morningstar’s Strategy with CEO Kunal Kapoor

    Thomas Peterffy's insights on Interactive Brokers' market position, growth potential, and his journey from humble beginnings to tremendous financial success.

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    Jonathan Boyar Highlights 3 Companies from The Forgotten Forty 2025 Edition on Yahoo Finance

    Boyar Research’s Flagship Report, The 2025 Forgotten Forty, Featured in Barron’s

    Best Stock Ideas For 2024

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Positioning Your Portfolio For A Debt Ceiling Debacle

As the talking heads on TV debate the chances of the U.S. raising the debt ceiling past its current cap of $28.4 trillion, many, including Treasury Secretary Janet Yellen and JP Morgan Chase chairman and CEO Jamie Dimon, are predicting economic calamity if Congress fails to act. So, what should an investor do? If history is any guide, we have little to worry about—Congress has raised or suspended the debt ceiling 80 or so times since 1960—but if the past year and a half has taught us anything, it’s that we should expect the unexpected. That said, the odds of the U.S. defaulting on its debt are quite low (though unfortunately not zero). The current crop of politicians likely learned their lesson during the 2011 debt crisis, when the S&P downgraded the U.S. credit rating, and the Dow suffered a 5.6% one-day drop. The senior politicians back then—Pelosi, Biden, Schumer, and McConnell—were the same as the ones in charge now, so even if they approach the edge of default, we expect them to back off.