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 [...]

12 10, 2021

One Thing Might Be Certain About Inflation… It Does Indeed Exist

By |2021-10-12T20:20:53+00:00October 12th, 2021|

Despite an uncertain consensus (see The Consensus Outlook on Inflation is… Uncertain!) on the risk for a period of prolonged inflation, a narrative is starting to develop that inflation is actually here.  The real question is whether the inflation is transitory, prolonged, or perhaps something in between. Will it stay or will it go? Here are some inflationary observations by John Cochrane, senior fellow of the Hoover Institution at [...]

28 09, 2021

National Brands Waning… or The Rise of the Small Brands

By |2021-09-28T17:48:13+00:00September 28th, 2021|

Over the last few decades, changing laws, regulations and buying patterns have resulted in a steady increase in sales across the country for small-scale microbrews. Are these craft beer sales steadily rising because younger generations are flexing newly acquired purchasing power to choose brands different than those in previous generations or is it simply that there are significantly more choices available as younger generations have become of drinking age? [...]

7 09, 2021

A Supply Chain No Longer ‘Fit For Purpose’

By |2021-09-07T21:13:25+00:00September 7th, 2021|

The pandemic has exposed the fragility of the global supply chain.  While just about every industry has been hit with logistical or supply  constraints, the automotive sector has been one of the most high-profile industries to get hit with supply issues, especially for semiconductor chips. Vehicles across the entire price spectrum incorporate more technology today for features such as safety, entertainment, and self-driving functionality.  There is also an overall [...]

20 08, 2021

How Rational Are Your Decisions?

By |2021-08-20T14:50:23+00:00August 20th, 2021|

This is a fascinating topic that my good friend Brian Kasal from FourStar posted on The Leadership Matrix.  Read how research developed by University of Chicago Professor Richard Thaler, the 2017 recipient of the Nobel Prize in Economic Sciences, explains how people may not always make the most rational decisions.  Some might even make decisions that aren’t in their best interest, like filling up on bread before a meal… [...]

6 08, 2021

The Consensus Outlook on Inflation is… Uncertain!

By |2021-08-06T16:14:20+00:00August 6th, 2021|

The ongoing inflation narrative has overshadowed economic policy discussions meant to help the country navigate out of pandemic lockdowns.  While signs may indicate rising prices across the economy, the real question is whether the inflation is transitory or not.  Another factor is how much government stimulus spending may contribute towards lasting inflation. Here are some thoughts from the Chicago Booth’s Initiative on Global Markets.  They asked its U.S. Economic [...]

14 07, 2021

New Life for Old Titles… and Aspiring Authors

By |2021-07-14T21:34:30+00:00July 14th, 2021|

Talk about the intersection of two worlds! A community of book lovers use the social media platform TikTok to post short video recommendations of their favorite books.  This group, collectively known as ‘BookTok’, has proven to bring new readers to older titles, introduce younger people to reading, and help authors find an audience for their work.  In total, BookTok posts have been viewed more than 12 billion times and [...]

22 06, 2021

The Continuing Inflation Narrative

By |2021-06-22T17:05:58+00:00June 22nd, 2021|

Are the signs of inflation that we currently see transitory or something that is here to stay?  Time will eventually tell.  Here is a good post on the continuing inflation narrative by my good friend Brian Kasal from FourStar.  Read on for some insight! Click here- The Leadership Matrix- The Definition of Inflation If you enjoyed this post, please consider sharing it on your favorite platform below. [...]

24 05, 2021

What Will Crypto Market Regulation Be Like?

By |2021-05-24T21:13:06+00:00May 24th, 2021|

Besides being novel, the nascent crypto market is punctuated with pricing volatility and shrouded in a veil of secrecy.  This combination has been part of the allure for some investors, and it is also increasingly arousing the regulatory watchdogs from governments worldwide.  Only time will tell what regulation in the crypto market will ultimately look like.  One thing for sure- expect more of it! Enjoy the latest post in [...]

14 05, 2021

Just When You Think You’ve Seen Everything

By |2021-05-14T15:51:25+00:00May 14th, 2021|

A drone in flight may still be a novelty for some.  Looking at the investments being made by major logistics and technology companies, retailers, and delivery services, indicates that the relatively small scope of commercial and recreational drone usage is about to significantly expand. Just when you think you have seen everything, we may have dozens of companies delivering goods of different weights, sizes and shapes via fixed wing, [...]

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, [...]