20 11, 2020

Welcome to Collar Stocks!

By |2020-11-20T16:59:18+00:00November 20th, 2020|

Asked how he got so rich in the stock market, Baron Rothschild said, “I will tell you my secret if you wish.  I always sell too soon.”    Collaring a portfolio is a defensive, hedging strategy that investors may desire to employ every 4-6 years or so after the typical bull market has allowed their portfolio of stocks to attain the high price level they had hoped for. One might desire [...]

10 05, 2021

Global Factors in the Domestic Bond Market

By |2021-05-10T16:16:46+00:00May 10th, 2021|

This research post from the Atlanta Fed seeks to quantify the global economic factors that effect domestic bond yields, including the U.S. Treasury market.  The research can be seen in the post from my good friend Brian Kasal of FourStar Wealth Advisors. There is great detail in this report, enjoy! Click here- The Leadership Matrix, Is the U.S. Bond Market Really a Worldwide Market? If you enjoyed this post, [...]

8 04, 2021

An Economic Boom Until 2023?

By |2021-04-08T18:10:38+00:00April 8th, 2021|

JPMorgan Chase Chairman and CEO Jaime Dimon reasons the U.S. economy could be headed for a ‘Goldilocks moment’ that may last into 2023.  What do you think?  See the post from my good friend and colleague Brian Kasal of FourStar for more perspective. Click here- The Leadership Matrix, Is Goldilocks Back or are we entering an era of Worldwide Prosperity? If you enjoyed this post, please consider sharing it [...]

29 03, 2021

A Perspective on Wage Growth… Insight from the Atlanta Fed

By |2021-03-29T16:03:24+00:00March 29th, 2021|

Here is an interesting research paper that provides insight from the Atlanta Fed on the trends in hourly and weekly wage growth during the pandemic, as compared to other recessions.  It was posted by my good friend and colleague Brian Kasal of FourStar- Enjoy! Click here- The Leadership Matrix, Wages Proven to Have Held Up- What Does That Mean? If you enjoyed this post, please consider sharing it on [...]

2 03, 2021

A Mission to the Red Planet

By |2021-03-02T15:42:30+00:00March 2nd, 2021|

This is a really interesting post from my good friend and colleague Brian Kasal of FourStar on the NASA rover Perseverance landing on Mars last week… Enjoy! Click here- The Leadership Matrix, It’s a Whole New World! If you enjoyed this post, please consider sharing it on your favorite platform below.

16 02, 2021

Will the NYSE remain in New York? Reactions to Potential Taxing Actions

By |2021-02-16T21:31:26+00:00February 16th, 2021|

Attached is a post from FourStar CEO Brian Kasal about the latest tax adventure of one of the big tax states.  New York might just tax the New York Stock Exchange out of New York! The article and op-ed in the post frames out the issues well and is worth the read. Click here- The Leadership Matrix, The NYSE By Any Other Name… or Place If you enjoyed this [...]

11 02, 2021

GameStop Market Mania

By |2021-02-11T20:19:29+00:00February 11th, 2021|

Here is a piece posted by my friend and colleague Brian Kasal, the Founder and CEO of FourStar.  This GameStop situation is complicated , but the New York Times has a good, full review of it in this interesting podcast.  Have a listen! Click here- The GameStop Rebellion If you enjoyed this post, please consider sharing it on your favorite platform below.

19 01, 2021

A Potential Glimpse into the Future of Personal Transportation

By |2021-01-20T14:15:18+00:00January 19th, 2021|

A quick look at the charts shows that the stock price of GM has doubled since July.  Perhaps concepts like this Cadillac Vertical Take-Off and Landing (VTOL) vehicle is part of the reason why.  This is an interesting read- enjoy! Click here- GM Debuts Futuristic Concept for Electric Flying Car If you enjoyed this post, please consider sharing it on your favorite platform below.

22 12, 2020

Does National Debt Still Matter?

By |2021-01-20T14:17:49+00:00December 22nd, 2020|

In a year of startling statistics, here’s one that may be overlooked- total national debt is projected to exceed 100 percent of GDP early in 2021, at the latest.  While it is important to note that some debt has accumulated as a result of needed pandemic relief, the growing normalcy of extreme deficit spending has steadily risen for most of the last twenty years.  For perspective, the national debt last [...]

18 11, 2020

How to Collar

By |2020-11-20T16:59:21+00:00November 18th, 2020|

Below are articles outlining what the major investment firms suggest for their clients and how the partners use collars for their own portfolios.  I.     Stock-Hedging Lets Bankers Skirt Efforts to Overhaul Pay By Eric Dash; Griffin J. Palmer contributed reporting.  Published: New York Times, February 6, 2011 “……..many executives have found a way, by using complex investment transactions, to limit the downside on their holdings, or even profit, as other shareholders are [...]