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Fixed Income Portfolio (FIP)
FIP Program
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Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Market (TAM)
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Back Dated Performance Reports
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Municipal Bonds
Taxable Bonds
Par, Premium, and Discount Bonds
Rating and Analyzing Bonds
Refunding & Pre-refunding
Bond Yields
Yield Curve
Secured Bonds
Mortgage Bonds
Unsecured Bonds
Debentures
Subordinated Debentures
Zero-Coupon Bonds
Convertible Bonds
High Yield Dividend Stocks
Independent Money Managers
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Fees & Compensation
Estate Planning
Financial Planning
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Implementation
Legal Services
Termination
Professional Alliance Network
Client Service Approach
Client's Responsibilities
Fees
Implementation
Legal Services
Termination
MUNICIPAL BONDS
Municipal Bond Presentation
About Us
The Management
Global Asset Allocation Products
FIP Program
Classifying Municipal Bonds
Revenue Bonds
Credit Factors Affecting General Obligation Bonds
Credit Factors Affecting the Quality of Local Municipal Bonds
Analyzing the Credit Quality of General Obligation Bonds
Analyzing the Credit Quality of Revenue Municipal Bonds
What We Normally Buy
What We Normally Don’t Buy
Municipal Bonds – Unique Asset Class
Default Rates
Yield Difference
Turnkey Operation Platform
Advantages of Our Bid Wanted System
Advantages of Our Clearing System
Preferred Custodian Settlement
Advantages of Same-Day Allocation
TSL’s Turnkey Operation Platform
Classifying Municipal Bonds
Revenue Municipal Bonds
Types of Revenue Municipal Bonds
Industrial Development Revenue Bonds
Lease-back Bonds
Special Tax Bonds
NHA/PHA Bonds
Moral Obligation Bonds
Municipal Notes
TANs/RANs
BANs
CLNs/GANs
Variable Rate Bonds/Notes
Build America Bonds
Double-Barreled Bonds
Bond Index Components
Open-end-Closed-end-Indenture
Sinking Fund
Bond Contracts
Bond Indenture
Official Statement
Bond Issuance Process
Analyzing GO Bonds
Analyzing Revenue Bonds
Debt Ratios
General Price Analysis of Municipal Bonds
Liquidity
Interest Rate Risk
Credit Risk
Coupon Risk
Maturity Risk
Municipal Bond Insurance
Municipal Bonds Unique Asset Class
Default Rates
What We Buy Currently
What We Normally Don’t Buy
Turnkey Operation Platform
Advantages of Our Bid Wanted System
Advantages of Our Clearing System
Preferred Custodian Settlement
Advantages of Same Day Allocation
Traditional Broker/Dealer Execution Flow
TSL's Turnkey Operation Platform
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Investing During Uncertain Times
Read FULL Seminar Here
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Generac Holdings Stock Surges After Bank Of America Reinstates Coverage With ‘Buy’ Rating — Retail Stays Optimistic
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March 24, 2025
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Rivian Stock Drops After Piper Sandler Downgrade, Price Target Cut: Retail’s Divided
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March 20, 2025
Piper Sandler, on Thursday, downgraded Rivian to ‘Neutral’ from ‘Overweight’ while reducing its price target to $13 from $19 after struggling to identify upside catalysts for the shares this year.
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Lyft Says Autonomous Vehicle Roll-Out To Commence As Soon As This Summer: Retail’s Excited
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March 20, 2025
Jeremy Bird, EVP of Driver Experience at Lyft, said that over time, AVs will become more affordable and capable of completing more rides under more conditions than they do today.
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GEO Stock Rises On Immigration And Customs Contract With Annualized Revenue Potential Of $70M: Retail’s On The Fence
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March 20, 2025
The services will include exclusive use of the Facility by ICE, security, maintenance, and food services, as well as access to recreational amenities, medical care, and legal counsel.
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Vestis Stock In Focus After CEO Change: Retail Sentiment Brightens
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March 20, 2025
Vestis named Phillip Holloman as interim executive chairman, president and CEO.
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Retail Traders Turn Bullish On Etsy Following Analyst Move Amid Macro Challenges
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March 19, 2025
JPMorgan analyst Bryan Smilek assigned a ‘Neutral’ rating with a $50 price target.
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Lucid Stock Is Gaining Steam, And Retail Traders Are Loving It: Analyst Sees 'Emerging AI Bull Case'
↗
March 18, 2025
Morgan Stanley also pointed to Lucid's in-house EV platform, proprietary powertrain, and battery tech as potential value drivers.
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Robinhood Stock Surges After Launch Of Prediction Markets Hub: Retail’s Cautiously Optimistic
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March 17, 2025
Robinhood said that at its launch, the hub will permit customers to trade contracts for the upper bound of the target Fed funds rate in May and the upcoming men’s and women’s College Basketball...
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Affirm Stock Tumbles Pre-Market After Klarna Replaces Company As Walmart’s Fintech Partner: Retail Stays Bearish
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March 17, 2025
The development is considered a negative for Affirm, which, in 2019, partnered with Walmart to offer shoppers the option of using the company’s services to pay for their purchases over time at nearly...
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MRC Global Stock Slides Pre-Market On Downbeat Q4: CEO’s Optimistic About 2025 But Retail’s On The Fence
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March 14, 2025
Sales declined 10% year-over-year to $640 million and fell short of a Street estimate of $726.90 million.
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SoFi Technologies Stock Draws Retail Attention After $5B Loan Platform Business Agreement With Blue Owl Capital Funds
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March 13, 2025
SoFi said this is its largest loan platform business agreement, and the deal comes amid a growing demand for personal loans from its members and debt investors.
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American Eagle Outfitters Stock Touches 52-Week Low After Mixed Q4 Earnings: Retail Sentiment Sours
↗
March 13, 2025
For 2025, the company expects revenue decline to be in the low single digits.
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Rumble Follows Through on Treasury Diversification with $17.1M Bitcoin Buy: Stock Rallies But Retail’s Unmoved
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March 12, 2025
CEO Chris Pavlovski said Bitcoin holdings have the potential to serve as a valuable hedge against inflation.
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Robinhood Stock Rises On Significant Jump In February Operating Metrics: Retail Remains Bullish
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March 11, 2025
Assets under custody jumped 58% YoY to $187 billion but fell 8% compared to January.
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Wayfair Stock Surges After Report Of Tech Layoffs: Retail Sentiment Subdued
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March 10, 2025
Sentiment on Stocktwits ended Friday in the ‘neutral’ zone.
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Albertsons Stock Slips As COO Susan Morris Named CEO, Retail Sentiment Remains Subdued
↗
March 03, 2025
Morris will replace Vivek Sankaran, who has led the company for nearly six years and played a key role in its attempted merger with Kroger, which the Federal Trade Commission ultimately blocked.
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Muddy Waters Disclosed Short Position On FTAI Aviation In January — It Now Says The Company Could Be Violating US Sanctions Against Iran
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March 03, 2025
Muddy Waters said an Iranian engine shop appears to have acquired an FTAI Engine Module. The report cited evidence published on LinkedIn in January and February 2025 by an Iranian airline executive of...
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California Resources Stock Dips After Q4 Earnings Disappoint Investors — Retail Sentiment Improves But Stays Bearish
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March 03, 2025
The company reported adjusted earnings per share of $0.91 compared to a Street estimate of $0.97.
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Cava's Retail Investors Remain Extremely Bullish After Analyst's Upgrade Citing Brighter Future For Fast-Casual Dining
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March 03, 2025
The analyst reportedly said the recent sell-off in Cava shares amid a "choppy" environment also reflected an opportunity.
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Capri Holdings In Spotlight As Prada Reportedly Nears $1.6B Versace Deal: Retail Chatter Tilts Bullish Ahead Of New Week
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March 03, 2025
Prada reportedly emerged as a potential suitor for Versace in January
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Rocket Lab Gets Slew Of Price Target Cuts Following Q4 Earnings Report: Retail Shrugs It Off
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February 28, 2025
According to TheFly, Stifel lowered its price target on the stock to $27 from $31 while keeping a ‘Buy’ rating on the shares. Roth MKM lowered its price target to $25 from $30 while keeping a ‘Buy’...
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Flywire Stock Gets A Price Target Cut From JPMorgan After Q4 Sales Miss: Retail Plays Contrarian
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February 27, 2025
Flywire shares closed over 37% lower on Wednesday after the company’s fourth-quarter losses disappointed investors. Revenue rose 17% to $117.6 million in the fourth quarter but fell short of a Wall...
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Unum Stock Rises Pre-Market After $3.4B Long-Term Care Reinsurance Deal With Fortitude Re: Retail’s Yet To Be Impressed
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February 27, 2025
The deal is expected to generate a $100 million capital benefit, comprising a $200 million capital impact related to the reinsured LTC block and a $300 million capital benefit related to the reinsured...
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Lucid CEO Exit ‘More Consequential’ Than Market Thinks, Says Analyst With Downgrade: Retail Bullishness Unshaken
↗
February 27, 2025
According to BofA, Rawlinson’s departure has potential ramifications for product development, consumer demand, and future funding prospects.
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EMCOR Stock Heads Toward Best Single-Day Gain In A Year On Upbeat Q4 Revenue, Strong Outlook: Retail Sentiment Brightens
↗
February 26, 2025
The company also announced that its Board of Directors authorized an additional $500 million for share purchases under its existing share repurchase program.
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American Airlines Stock Gets A Redburn Upgrade: Analyst Sees 58% Upside With US Airline Industry Entering Goldilocks Period
↗
February 26, 2025
According to a CNBC report, analyst James Goodall noted that significant constraints on aircraft supply should lead to the industry being forced to adopt capacity discipline in the medium to long...
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Instacart Stock Slumps After-Market Following Q4 Revenue Miss: Retail Sentiment Sours
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February 26, 2025
For Q4, its earnings per share came in at $0.53, beating expectations of $0.38
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CAVA Group Stock Slides On Q4 Earnings Miss, But Retail Stays Upbeat
↗
February 26, 2025
Q4 adjusted net income stood at $6.5 million compared to $2 million in the same period in 2023, driven by higher operating performance.
Via
Stocktwits
Topics
Earnings
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