Fresh Bread Investments LLC (Fresh Bread) is a Fiduciary Registered Investment Adviser based in Plantation, Florida. We specialize in helping serious investors aged 50+ by simplifying their portfolios and generating risk-adjusted returns. If you feel lost in the shuffle with your current advisor, or just want a fresh look at your investments – come experience the tailored attention your life savings deserve.
Fresh Bread Investments LLC的外部链接
150 South Pine Island Road
363
US，Florida，Plantation，33332
Alex and team have now 10x’d their company since going public. They did this while keeping America and our allies safe. From hospitals to the battlefield, Mr. Karp is putting on a masterclass. ????????
If you are interested in finding the next amazing company that might change the world... look for people capable of doing so. This twenty-minute video of Charlie Rose interviewing Alex Karp CEO of Palantir in 2009 is a great rearview mirror into the future. Hope you enjoy https://lnkd.in/gB2QqgGR
Rates matter. We admit when we are wrong and are also happy to take a victory lap on this bold call. It is our view that the terminal rate is likely around 3% on Fed Funds for this cycle. How fast we get there is anybody's guess.
As we shared in the fall of last year, it is our position that US government interest rates have peaked. We strongly dismiss the notion from Larry Summers and others that there is a considerable risk of rates reigniting higher. Our perception is that now is a fine time to rebalance portfolios by taking advantage of high-quality credits. We feel bond quality and yields will be lower in the coming quarters.
If you are interested in finding the next amazing company that might change the world... look for people capable of doing so. This twenty-minute video of Charlie Rose interviewing Alex Karp CEO of Palantir in 2009 is a great rearview mirror into the future. Hope you enjoy https://lnkd.in/gB2QqgGR
We like raising topics that people aren't necessarily discussing in masse. With Prime Day starting for Amazon, we would like to focus on a topic mentioned in their previous quarterly earnings call. The notorious potential introduction of a dividend. Mr. Jassy and his CFO Brian Olsavsky teased the idea of offering a dividend to investors if cash flow continued to improve. We have not heard this discussed since the managers told us nearly three months ago. Our firm view is that this was not a bluff and that the potential corporate action would bring Amazon up to a whole new level for the institutional investor class.
As we shared in the fall of last year, it is our position that US government interest rates have peaked. We strongly dismiss the notion from Larry Summers and others that there is a considerable risk of rates reigniting higher. Our perception is that now is a fine time to rebalance portfolios by taking advantage of high-quality credits. We feel bond quality and yields will be lower in the coming quarters.