Archive - The Narrative: A newsletter from Capital Gains Advisory

The Case for Shorting US Treasury Bonds

A Bet on Inflation and Constitutional Conflict

Feb 4 •

Capital Gains Advisory LLC

January 2025

A storm brewing?

Thinking about impacts of natural disasters on financial markets.

Jan 10 •

Capital Gains Advisory LLC

November 2024

Reflecting on 2024

Best Investments, Worst Investments and a stock I really like

Nov 10, 2024 •

Capital Gains Advisory LLC

June 2024

The thing about Bubbles is that they are easier to see in retrospect then in present time.

Jun 20, 2024 •

Capital Gains Advisory LLC

May 2024

Don't Blindly Trust Your 1099

Almost everyone who subscribes to this blog, is an investor.

May 23, 2024 •

Capital Gains Advisory LLC

November 2023

Game plan for 2024

Reflecting upon 2023's best and worst. Game planning for 2024.

Nov 16, 2023 •

Capital Gains Advisory LLC

July 2023

Impact of the new 1099-K rule in Fintech and the Online Economy Stocks

Shopify, Etsy, Ebay, Venmo, Cash App, AirBnB, Turo and the drag on effects of the new rule

Jul 28, 2023 •

Capital Gains Advisory LLC

May 2023

Why more young people should reconsider Roth IRAs

May 17, 2023 •

Capital Gains Advisory LLC

April 2023

Nightmare on Tax Street

You don't always get what you pay for

Apr 9, 2023 •

Capital Gains Advisory LLC

March 2023

Capital Calls? Is SVB the Canary in the PE coal mine?

There is a bank run underway at Silicon Valley Bank.

Mar 10, 2023 •

Capital Gains Advisory LLC

November 2022

#nojs-banner { position: fixed; bottom: 0; left: 0; padding: 16px 16px 16px 32px; width: 100%; box-sizing: border-box; background: red; color: white; font-family: -apple-system, "Segoe UI", Roboto, Helvetica, Arial, sans-serif, "Apple Color Emoji", "Segoe UI Emoji", "Segoe UI Symbol"; font-size: 13px; line-height: 13px; } #nojs-banner a { color: inherit; text-decoration: underline; } This site requires JavaScript to run correctly. Please turn on JavaScript or unblock scripts