The Lead-Lag Report’s Post

I continue to believe that the cycle will turn to favor both mid-caps and small-caps, as well as dividend plays. Large-cap tech can only be the leader for so long, and mean reversion eventually will kick in. https://buff.ly/3UU2Hon

We help reinvent private market investments. We’re proud of our progress, but there’s so much more ahead! It’s not just about investing in private stocks. It's about changing the entire private market ecosystem altogether. We focus on financial intermediaries and institutional investors who care about transparency and liquidity, achieved especially through direct secondary transactions. 💡 Picture a future where tech is the engine powering private market transactions, data is the compass guiding decisions, and automation and standardization are the gears driving efficiency. That's the future we’re building at Stableton. For more on what that future looks like, take a look at our Navigator newsletter in the comments below 👇 #PrivateMarket #VentureCapital #InstitutionalInvestors #Technology #Liquidity

I had a wonderful evening hanging with my old friend, Daniel Peris, in support of the launch of his new book, 'The Ownership Dividend: The Coming Paradigm Shift in the US Stock Market.' I have always tried to surround myself with people I know I can trust. It is hard to find those people on Wall Street. Harder still is to find people who can not only win your trust but also make you smarter. Daniel is in the rarified air of checking both boxes. Rarer still is that he is a really good dude. Dividend investing in this age of AI, GLP-1 and whatever other growth-mania comes across the transom may seem out of touch. That was clearly the case over most of the past decade when the world was living in a risk-free bubble that relegated cash generation, and (gasp!) giving it back to shareholders, obsolete. But Daniel explores why he believes that is about to change. It will be interesting to see if he is right. In the very least, Daniel's book should provoke some contrarian debate. I look forward to reading his latest work. And even better, he signed it for me! Rarified air indeed.

Combining indexation with a tax loss harvest strategy wins the day. Off the shelf direct indexing-tax loss harvesting strategies only generate losses when the market is down. Our unique solution designed specifically for family office and high net investors generates consistent monthy losses in up and down markets. We provide market returns while generating substantial losses to offset your taxable gains.

Yield Shares portfolio manager, Nick Mersch, was recently a guest on Passive Income Investing to discuss the two new funds as well as covered call strategies and how Yield Shares can complement existing holdings of the underlying fund. Check out the interview below. #investing #yield #distributions

Going to Silicon Slopes Tech summit? Involved in finance? Come to meet up with other Young People in Finance at the event at 2:15 PM on Thursday. Open invite - Register here: https://lu.ma/9b730e8c Who else should come in finance? Tag Them Or use this as an excuse to know when and where you can meet up with someone at the Silicon Slopes Summit because it's so hard to find people at the event. #Landons_Thoughts #UtahFinance #SiliconSlopes #Finance #Connect There are multiple other events to to get connected - check out the list below

Revolutionizing Corporate Governance - The Shareholder Vote Exchange: Your Vote for Sale In the era of financial and technological disruption, the Shareholder Vote Exchange (SVE Group) emerges as a game-changer, pioneering the world's first marketplace for trading shareholder voting rights. SVE empowers investors by enabling them to monetize their voting power, transforming passive engagement into a lucrative opportunity. For investors, SVE unlocks the value of dormant voting rights, providing a new revenue stream and fostering financial inclusivity. It also caters to activists and corporations, facilitating the acquisition of votes for strategic initiatives, thus enhancing transparency and efficiency in corporate governance. However, the rise of SVE poses challenges for companies contemplating IPOs, as it could lead to increased scrutiny and potential dilution of voting power. To navigate this landscape effectively, companies must rethink traditional approaches to shareholder engagement, embracing transparency and proactive communication. In summary, the Shareholder Vote Exchange represents a paradigm shift in corporate governance, promoting transparency, accountability, and shareholder empowerment. Embracing innovation like SVE will be crucial for driving positive change and shaping the future of corporate governance in the evolving fintech landscape. https://lnkd.in/g9N-6R2B #fintech,#modernbanking,#tokenization, #DigitalPayments, #cloudnative, #payments, #instantpayment, #creditunion, #digitalbank, #money2020, #Regulatorycompliance, #artificialIntelligence, #tdecu, #wellsfargo,#jpmorgan #capitalone

YOU TOO CAN OWN A PART OF THOSE MULTI-MILLION DOLLAR COMPANIES... YOU ARE ALREADY CONSUMING THEIR PRODUCTS WHILE ENJOYING THEIR SERVICES; WHY NOT GET PAID ALONGSIDE! Unlock financial success with "Stock Exchange for Dummies: An Amazing Way to Wealth"! 🚀 Dive into a world of savvy investments, demystify market jargon, and chart your path to financial prosperity. Don't miss out – grab your copy now and turn your financial dreams into reality! 💰📈 #InvestWisely #WealthBuilding INTRODUCTION:What is Stock Exchange really about? A stock exchange is a platform where buyers and sellers trade stocks (ownership shares) of publicly listed companies. Investors can benefit from stock investing through potential capital appreciation (the value of stocks increasing) and dividends (payments from companies to shareholders). It involves risks, so it's essential to research, diversify, and consider your financial goals and risk tolerance before investing. If you're new to investing, seeking advice from financial professionals can be helpful. Use link now:https://selar.co/84771d https://lnk.bio/OtuMuebe

📰 An article from Stableton CEO, Andreas Bezner, CFA, has recently been featured in a special edition of Finanz und Wirtschaft - "Institutionelles Anlegen". Discover why institutional investors are turning their sights towards private markets and how Stableton's data-driven approach to secondaries is providing access to the leading privately-held technology giants by breaking the entry barriers and offering increased liquidity. Read the full Finanz und Wirtschaft special edition "Institutionelles Anlegen" here: https://lnkd.in/eGbcpadm

BREAKING: Famous Investor Michael Burry Of ‘The Big Short’ Just SHORTED The Market 🤯 His firm Scion Asset Management has bought put options with a notional value of $1.6 billion - betting against the market. S&P 500 puts with a notional value of $890 million. And QQQ puts with a notional value of $739 million. 93% of his portfolio is short the market. Meanwhile, the S&P 500 and QQQs have surged so far this year, up 17% and 40% respectively.