by Brian Jacobs | Mar 27, 2025 | Blog, Investment Concepts
Fixed-income investors have faced a brutal reality since bond rates bottomed in August 2020. Long-dated Treasuries (20+ years) remain down 40% from their peaks, requiring nearly nine years of coupon payments just to break even. While short-duration bond investors have...
by Brian Jacobs | Mar 11, 2025 | Blog, Investment Concepts
If you ask most people whether increasing the supply of goods over time helps reduce inflation, the overwhelming answer is “yes.” After all, more supply means less scarcity, which should ease price pressures. Similarly, if you ask whether companies are...
by Brian Jacobs | Feb 18, 2025 | Blog, Investment Concepts
With Treasury yields at multi-year highs, many investors are turning to Treasury-focused ETFs, money market funds, and broad bond index funds to capture attractive returns. However, a common tax reporting issue could cost you: misreported Treasury distributions. If...
by Brian Jacobs | Feb 10, 2025 | Blog, Investment Concepts
Daily leveraged ETFs aim to magnify the returns of an underlying asset or index, often by 2x or -2x the daily return. While appealing for short-term trading, their mechanics often lead to lower long-term returns despite higher risk. Inspired by Corey Hoffstein’s...
by Brian Jacobs | Jan 22, 2025 | Blog, Investment Concepts
Cryptocurrency has transformed from a niche innovation into a cultural phenomenon, with Bitcoin emerging as the original and most widely recognized digital asset. In its wake, meme coins—cryptocurrencies often driven by popularity rather than intrinsic value—have...
