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Gold Leaf Capital Management

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MEET THE NEW BOSS, SAME AS THE OLD BOSS

All ears were attuned this quarter to Janet Yellen as she began her tenure as the new Fed Chair.  Her FOMC news conference and particularly her March 31st Chicago speech highlighted that investors will continue to be rescued by the … Read more…

One Reason, Among Many, That the Market Will Fall

One reason, among many, that the market will fall is that corporate profits are at a historic high.  Factset reports that the 4Q 2013 net profit margin was 9.8%, the highest it has been since 1994.  Over the same time … Read more…

Fed Will Trim Bond Purchases BUT

Federal Reserve Chair Janet Yellen testified today that the Fed is likely to maintain its strategy of gradually trimming bond purchases even as it takes time for the job market to recover.  What is critical to remember though is that this … Read more…

Reasons to Roll Over Your 401(k)

There are at least four good reasons to roll over your 401(k) to an IRA upon leaving a company.  By far and away the best reason is the dramatically expanded universe of securities to choose from.  Instead of the 10-15 … Read more…

Forget, For Now, Black Swans

Investment professionals frequently discuss “black swan” events – highly improbable occurrences that nevertheless have hugely outsized impacts.  Who in 2008 would of thought that the collapse of major financial institutions (Lehman Brothers, Merrill Lynch, National City Bank) was even possible … Read more…