The Leaflet
Inheritance, financial planning, investing, and philanthropic news
Managing Concentrated Stock Positions
Sunnybranch’s guide to the benefits and risks of concentrated stock positions and how to build a plan to sell or diversify a large stock position.
What is a Yield Curve Inversion?
Investors and the financial media got excited when yields on the 10-year Treasury Note and 3-month Treasury Bill inverted. In this video, I break down what Treasury yields mean, what a yield curve inversion is, and why anyone cares when this happens.
(8 minute video with full transcript)
The Peloton Brief: Margin in Falling Markets
Exploring the case study of Peloton’s former CEO and co-founders sheds light on the dangers of margin loans in turbulent markets.
(5 minute read)
Understanding Market Moves
Cut through the noise and understand the core issue that has markets on edge - expectations for the Federal Reserve and future interest rate hikes.
(4 minute video)
Looking into the Crystal Ball
It’s been a wild ride in markets this year. What might be coming next? Spoiler alert: no one really knows!
(3 minute read)