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Investment Management

News and information to help improve your Four Capitals
the approach
Investment Management

Gamestop (GME) ShortGamma Squeeze

At Schultz Financial Group (SFG), we view wealth differently through our Four Capital approach. Our team works with you to build your wealth across Four Capitals – Financial Matters, Physical Well-being, Intellectual Engagement, and Psychological Space. This Financial Matters article focuses on the Gamestop (GME) shortgamma squeeze. The GME Saga The speed and magnitude of

Posted By Tony Miller
February 26, 2021
Investment Management

SFG Investment Insights

At Schultz Financial Group (SFG), we view wealth differently through our Four Capital approach. Our team works with you to build your wealth across Four Capitals – Financial Matters, Physical Well-being, Intellectual Engagement, and Psychological Space. The SFG Investment Insights report provides information on the economy and markets.  Executive Summary  It seems that no matter

Posted By Schultz Financial Group Inc.
February 26, 2021
Investment Management

Due Diligence for Investments

At Schultz Financial Group (SFG), we view wealth differently through our Four Capital approach. Our team works with you to build your wealth across Four Capitals – Financial Matters, Physical Well-being, Intellectual Engagement, and Psychological Space. This post focuses on what due diligence is, how SFG engages in this process, and why it’s important.  What

Posted By Tony Miller
January 27, 2021
Investment Management

Municipal Debt in China

As we have discussed in our other blog topics focused on China, the GDP numbers, total outstanding debt, and other various statistics reported by their government have been questioned and scrutinized over the years. While most analysts put China’s debt/GDP near 250%, The Institute of International Finance (IIF) actually believes that China’s debt load was possibly as high as 300% in 2017. Today, we expect that to be much higher.

Posted By William Saulsgiver
May 22, 2019
Investment Management

The Shifting of Leverage

We believe the 2008 financial crisis was caused by too much leverage, specifically in the financial sector. The average total debt held by S&P Financials was approximately six times their equity. In the US today, banks have done their part in deleveraging and this ratio is now approximately one for one. The Federal Reserve’s response to the crisis was to lower rates to essentially zero to encourage spending and borrowing to stimulate the economy. Both businesses and the government seem to have quickly seized the opportunities created by cheap debt.

Posted By William Saulsgiver
May 13, 2019
Investment Management

Jeffrey Gundlach’s Overview of 2018

During a December 17, 2018 interview, Gundlach discussed why various events occurred in 2018 and the implications for investors.

Posted By Schultz Financial Group Inc.
February 26, 2019