Industrial and materials companies (e.g. FedEx, UPS, Lockheed Martin, Boeing) that do large investments and large buying are the big winners from 100% expensing, evidenced by their membership in a '100% expensing coalition'; tech/software companies also benefit because software is included in the definition.
factualpending
Speaker
Dan CliftonEvidence Quote
“there's a 100% expensing coalition that's out there and you know that's FedEx and UPS and Lohee Martin and Boeing”
Source
Big Beautiful Bill, Write-Off Revolution & Tariff Tempest — The Friday Market Wrap!— Steve EismanCreated: 6/18/2026, 2:31:55 PM
My Notes
Loading notes...