Category Archives: Special Situations

Funds Debunked! Yesterday, I had the great pleasure to be a guest on the podcast show, the Opportunity Zone Show, co-hosted by Dan Summers and Chris Magda. Dan and Chris interviewed me about fund offerings in general, and funds-of-funds in … Continue reading →

Out of Thin Air – Where The Stimulus Money Comes From I was interviewed recently for The Banner, the school newspaper at California Baptist University, in an article entitled, Covid-19 Relief Could Have Long-Term Effects on U.S. Economy. The main … Continue reading →

Should One Consider Moving To Lower Risk Funds Contemplating An Impending Correction Or Reversion To The Mean?  I had some great feedback from my talk on BrightTalk on January 20, 2021 on the subject of income investing with the title: Developing an … Continue reading →

Developing an Income-Producing Strategy for 2021 and Beyond I will be giving a presentation for BrightTalk on January 20, 2021 on the subject of income investing with the title: Developing an Income-Producing Strategy for 2021 and Beyond. You can watch … Continue reading →

Northwest Quadrant Opportunity Fund, LLC We have begun raising capital for our fund-of-funds investment, Northwest Quadrant Opportunity Fund, LLC. The fund engineers and constructs an investment vehicle consisting of Alternative Asset investments. The fund’s objective is to build a diversified portfolio of strong, … Continue reading →

Financial Planning Services Now Being Offered to More Investors We have been offering comprehensive financial planning services since 1982 to select investors. Beginning in 2021, we have decided to offer our financial planning services to more investors and to expand … Continue reading →

It’s Not Different This Time – End-of-Year 2020 Thoughts As I am writing this year-end commentary, I am reflecting on the year 2020 that is passing and the new year of 2021 on the horizon. I am seeing, like everyone … Continue reading →

Convertible Securities Last week, we announced that we have resumed coverage of convertible securities. The following is a brief discussion of convertible bonds. Characteristics Convertible securities include financial instruments such as convertible bonds, convertible preferred stocks, and warrants. Convertible securities … Continue reading →

New Coverage of Convertible Securities In the very near future, we will begin coverage of individual convertible securities and convertible securities funds. Convertible securities include financial instruments such as convertible bonds, convertible preferred stocks, and warrants. Convertible securities can be … Continue reading →

NABE Outlook Survey – December 2020 SUMMARY: “The NABE [National Association for Business Economics] Outlook panel anticipates more moderate growth in economic activity going forward after the sharp rebound during the third quarter,” said NABE President Manuel Balmaseda, CBE, chief … Continue reading →