Summary: Spend Agenda is a phrase coined by Business Owners Charter, Inc. (“BOC”) for recurring deficit spending threatening systemic risk. While uncertainty abounds from the Middle East to the final makeup of the US House of Representatives, there is no uncertainty about the unsustainable trajectory of the juggernaut Spend Agenda. BOC Portfolio Newsletter maintains that… Continue reading Deficit and Devaluation: A Special Report of BOC Portfolio Newsletter
Author: Jeff Liautaud
IT Outage Prefigured Stock Market Collapse: A Special Report of BOC Portfolio Newsletter
Summary: Upon news of an IT Outage BOC Portfolio substantially exited the market prior to its open at 8:30 am CST on 7/19/2024, avoiding a 1% drop by market close 7/19/2024. Out of an abundance of caution, the BOC Portfolio Newsletter Director Methodology substantially recommends an asset allocation change into BlackRock Ultra Short-Term Bond ETF… Continue reading IT Outage Prefigured Stock Market Collapse: A Special Report of BOC Portfolio Newsletter
A Confluence of Triggers: Correlating a Collapse of All Major Asset Classes
Summary: Spend Agenda is a phrase coined by Business Owners Charter, Inc. (“BOC”) for recurring deficit spending threatening systemic risk. A recent confluence of domestic and global factors including crowding in short-duration US Treasury markets, destabilizing Spend Agenda, persistent inflation, and conflict in the Middle East if negatively escalating may permit a correlated collapse of… Continue reading A Confluence of Triggers: Correlating a Collapse of All Major Asset Classes
Juggernaut Spend Agenda
Summary Juggernaut Spend Agenda is a phrase coined by Business Owners Charter, Inc. for recurring deficit spending threatening systemic risk. That Bitcoin is up and coming since the launch of 10 spot Bitcoin Exchange Traded Funds (ETF’s) is undeniable. Boc Portfolio Newsletter believes the greatest systemic risk is disintermediation risk, or collapse of the US… Continue reading Juggernaut Spend Agenda
Disintermediation Risk of US Treasuries a Special Report of BOC Portfolio Newsletter
Summary: Business Owners Charter Inc.’s BOC Portfolio Newsletter asset allocations may change at any time as of 8/17/2023 recommended for all risk tolerances 100% into BlackRock Ultra Short-Term Bond ETF (symbol “ICSH”) with a 30 Day SEC Yield of 5.36%, comprised of Corporate America Bonds. Paying off short term holdings is the highest priority for… Continue reading Disintermediation Risk of US Treasuries a Special Report of BOC Portfolio Newsletter
2023 Inflation and Potential Investing Solutions
Summary: Spend Agenda is a phrase coined by BusinessOwnersCharter.com for recurring deficit spending. For example a US Fiscal Policy Spend Agenda has deficit spent every year since 2001. Yet according to the International Monetary Fund (“IMF”) on 4/7/22 “Standard economic theory states that inflation will get out of control under a prolonged mix of certain monetary… Continue reading 2023 Inflation and Potential Investing Solutions
When a Fiduciary Stops Becoming a Fiduciary
Summary: If you are an investment fiduciary or a financial professional seeking superior retail investment results, seek a wholesale investment methodology fiduciary that beats the S&P 500 with significant excess returns, and lower volatility. At least one exists. Business Owners Charter, Inc. (BOC) is not a Registered Investment Advisor, a Broker Dealer, or any entity… Continue reading When a Fiduciary Stops Becoming a Fiduciary
Correlation of a collapse potential for all major asset classes.
Summary: There may be 3 parts to a worldwide collapse in all major asset classes. In this investment research paper, Jeff Liautaud considers scenario plans as the collapse occurs. In Part 1, the author explains that if an S&P 500 fall potential exists, being in cash may be the best place to be. In Part… Continue reading Correlation of a collapse potential for all major asset classes.