Whether you are an investor in Tesla or LOSD municipal bonds, governance matters. And tomorrow could be a remarkable day for both Tesla and the municipal bond market as both boards meet. Tesla's CEO is of course Elon Musk and the Chair of LOSD is Brian Bills. Today important governance provisions will be challenged in … Continue reading DRAFT: Governance: June 13, 2024: Big Day for Tesla and the Lake Oswego School District (LOSD)
Author: Bill Parish
When AT&T recently awarded a $14 billion contract to Ericcson, removing Nokia as a key 5G vendor, most concluded the contract was granted not due to technical prowess but rather for purely financial reasons. Before proceeding, let's ask a simple background theoretical question. Is $25 million in annual tax revenues for the government of Finland worth … Continue reading Is Finnish Gov Policy Harming Nokia?
One of the great mysteries in the investment world to me, as an advisor squarely focused on long-term oriented opportunities, is why many corporations like Nokia do not appeal directly to public pensions for investment in their firms. Public pension pools now collectively dwarf the size of major banks and investment firms. Few large private … Continue reading Nokia: Invest 7.5 percent of the $20 DB Pension plan in Nokia
The Nike 401k plan has had a large change on Feb. 26th, 2021. The plan has now transitioned to focus on age-appropriated Target Date Funds provided by BlackRock. The following video will help you understand these changes and make the correct investment decisions for your future retirement. The key decision is: Do you stick with … Continue reading New Nike 401k Plan Review (Youtube)
Who could imagine that the United States democratic institutions could so easily be manipulated by other nations, including China and Russia? Frankly, it has become "child's play," with everyone wondering, when will those silly Americans wake up? Let's first look at Kelly Loeffler and then David Perdue and compare these so called successful business executives … Continue reading Georgia Senate Races: A Pastor and an Investigative Journalist Against Two Wall Street Insiders, as China Stalks the Process
Les Schwab Tire Centers is one of the most iconic Northwest based companies, driven by Les' absolute long term commitment to his employees. Les was kind to me since he worked with my father, who represented one of his major vendors, for more than 40 years. Growing up I probably visited 50 Les Schwab stores … Continue reading Are Les Schwab and Meritage a Good Fit?
On Sunday, the NY Times wrote what is being called a "bombshell" story on President Trump's taxes, after obtaining 20 years of tax returns. Although a good read, it's old news. The bigger story that the Times has finally alluded to is that Trump is indeed on a journey to bankruptcy. Let's examine why. As … Continue reading Donald Trump’s Cradle to Grave Tax Exempt Strategy to Stave off Bankruptcy
Today a fierce battle over the future of technology is being fought over 5G. A battle in which success will be all about gaining investment capital. Pictured below: Attorney General, William Barr, has been aggressively pushing for investments in Nokia and Ericsson. (Evan Vucci / AP Photo) While the United States government is considering expensive … Continue reading Nokia: Winning the 5G Battle Against China. A Powerful Cost Free Step The US Government Can Take Now
The US government is now considering de-listing China based firms for lack of regulatory oversight. These firms range in size from Alibaba to Luckin Coffee. Clearly President Trump and China's Xi are locked in what amounts to a high stakes card game. And no one is acknowledging that Trump has a "Trump card" yet to … Continue reading Are 401K’s Being Looted by a Brilliant China-Based Pyramid Scheme?
By Nigel Jaquiss - November 13, 2019 Emails WW has obtained via a public records request show friction in recent weeks between Rukaiyah Adams, chairwoman of the Oregon Investment Council, and State Treasurer Tobias Read, who acts as the state's banker and is one of five members of the OIC. Pictured is Rukaiyah Adams (Left) and Tobias … Continue reading Willamette Week – Emails Reveal Tensions Between Two Ambitious Players Overseeing Oregon’s $100 Billion Investment Portfolio