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Brochure Supplement Jonathan Ezra
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Own Your Practice
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contact us
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Fixed Income Portfolio (FIP)
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Back Dated Performance Reports
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Back Dated Performance Reports
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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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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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Total Asset Fund (TAF)
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Investing During Uncertain Times
Read FULL Seminar Here
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Vanguard Extended Market ETF
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Corvus Pharma Stock Dips On Bigger-Than-Feared Q4 Loss, But Retail’s Faith Grows Stronger
↗
March 25, 2025
Research and development expenses in the reported quarter rose by $2 million, primarily due to increased spending on the soquelitinib clinical trial for T-cell lymphoma.
Via
Stocktwits
Lemonade Draws Retail Cheer On $1B In Force Premium Milestone, Announces Launch Of Lemonade Car in Colorado
↗
March 25, 2025
Lemonade achieved the IFP milestone in 8.5 years of selling its first policy, marking an approximate 150% compound annual growth rate.
Via
Stocktwits
Affirm Holdings Deepens Agreement With JP Morgan Payments — Retail Sentiment Dips But Stays Bullish
↗
March 25, 2025
The agreement will make Affirm’s solutions available to J.P. Morgan Payments’ network of merchants and enable U.S. merchants using its Commerce Platform to offer the buy-now-pay-later provider’s...
Via
Stocktwits
KULR Technology Stock Jumps After Buying 56 Bitcoin For $5M – Retail Bullish But Debates Strategy
↗
March 25, 2025
The company’s latest Bitcoin buy brings its total holdings to 668 BTC, valued at around $58 million.
Via
Stocktwits
Dun & Bradstreet Stock Rallies On $7.7B Acquisition By Clearlake Capital: Retail Cheers The Deal
↗
March 24, 2025
Upon completion of the transaction, Dun & Bradstreet will become a privately held company, and its common stock will no longer be listed in any public market.
Via
Stocktwits
Intuitive Machines Stock Rises Led By Significant Jump In Q4 Revenue, Backlog: Retail’s Bearish But Expresses Hope
↗
March 24, 2025
The quarter's highlight was a 22% jump in the company’s backlog to a record $328.3 million.
Via
Stocktwits
Coty Sells Entire Stake In SKKN Back To Kim Kardashian: Retail Applauds Move
↗
March 24, 2025
Coty, which owns cosmetics brands such as CoverGirl, had acquired the stake for $200 million in 2021.
Via
Stocktwits
Cava Stock Surges After Analyst Upgrade, But Retail Traders Aren't Biting Just Yet
↗
March 21, 2025
Shares of the company have seen a significant pullback this year, falling 25% year-to-date.
Via
Stocktwits
Lyft Says Autonomous Vehicle Roll-Out To Commence As Soon As This Summer: Retail’s Excited
↗
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.
Via
Stocktwits
Optinose Shares Soar After Merger Agreement With Paratek Pharmaceuticals: Retail Sentiment Takes Flight
↗
March 20, 2025
Paratek will acquire Optniose's outstanding shares for $9 apiece in cash, representing a 50% premium to the stock’s closing trading price of $6 on March 19.
Via
Stocktwits
Willdan Group Stock Shines On $17.7M Contract From Paramount Unified School District: Retail’s Elated
↗
March 20, 2025
The company said that the project's scope includes 2.2 megawatts of solar arrays and 44 level two electric vehicle charging stations across 11 sites within the district.
Via
Stocktwits
Topics
Electric Vehicles
Signet Jewelers Stock Shines Bright After Q4 Beat: Retail Confidence Sparkles
↗
March 20, 2025
For 2026, the company's guidance reflected sales that assume a measured consumer environment.
Via
Stocktwits
Tonix Pharmaceuticals Stock Dives After Q4 Earnings Miss, But Retail’s Feeling Bullish
↗
March 19, 2025
Tonix CEO Seth Lederman remains optimistic with the launch of a new drug for the management of pain in Fibromyalgia patients in the pipeline for the fourth quarter (Q4) of 2025.
Via
Stocktwits
Topics
Earnings
Instacart Ties Up With Adonis For Health Plan Billing: Retail Sentiment Lags
↗
March 19, 2025
Instacart will be able to use Adonis to submit claims for certain health programs.
Via
Stocktwits
Holiday Sales, Consumer Spending Trends Weigh On Signet Jewelers’ Stock Ahead Of Q4 Earnings, But Retail’s Optimistic
↗
March 19, 2025
Last week, Telsey Advisory lowered the price target to $55 from $65 with a Market Perform rating following the company’s disappointing holiday sales and Q4 guidance
Via
Stocktwits
Beacon Roofing Supply Stock Rises After QXO Extends Deadline For $11B Offer: Retail Stays Bullish
↗
March 18, 2025
QXO has also secured $830 million in a fresh equity raise in connection to the offer, WSJ reported.
Via
Stocktwits
Robinhood Stock Surges After Launch Of Prediction Markets Hub: Retail’s Cautiously Optimistic
↗
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...
Via
Stocktwits
Topics
Economy
Affirm Stock Tumbles Pre-Market After Klarna Replaces Company As Walmart’s Fintech Partner: Retail Stays Bearish
↗
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...
Via
Stocktwits
Lifeway Foods Stock's Retail Followers Stay Bearish After Q4 Earnings Miss
↗
March 17, 2025
Lifeway Foods’ loss per share came in at $0.01, missing earnings per share estimates of $0.29
Via
Stocktwits
Block Stock Soars 6% On FDIC Nod For SFS’ Consumer Loan Product Ignoring Citi’s Price Target Cut — Retail Remains Neutral
↗
March 14, 2025
Block said that SFS will commence servicing and originating Cash App Borrow loans in the coming weeks and gradually ramp up volumes over the coming quarters.
Via
Stocktwits
Spire Global Stock Tumbles 13% On $40M Private Placement Deal: Retail Mood Brightens But Still In Bearish Territory
↗
March 13, 2025
Spire said it intends to use the net proceeds from the private placement for working capital and general corporate purposes.
Via
Stocktwits
SoFi Technologies Stock Draws Retail Attention After $5B Loan Platform Business Agreement With Blue Owl Capital Funds
↗
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.
Via
Stocktwits
US Energy Corp Stock Slides Pre-Market On Downbeat Q4: CEO Highlights Debt Elimination But Retail Stays Bearish
↗
March 13, 2025
During the fourth quarter, total revenue stood at $4.2 million compared to $7.3 million reported in the same quarter a year ago and an analyst estimate of $4.54 million, according to FinChat data.
Via
Stocktwits
Solo Brands Stock Dives After Mixed Q4 Results, But Retail’s Hopeful About Turnaround
↗
March 13, 2025
Net sales of its Chubbies brand increased to $24.2 million, up 12.2% year-over-year driven primarily by increased demand within the retail net sales channel.
Via
Stocktwits
ContextLogic Slips Aftermarket On Q4 Earnings Miss: Retail’s Cautious
↗
March 13, 2025
Sentiment on Stocktwits ended ‘neutral’ on Wednesday compared to ‘bearish’ a day ago.
Via
Stocktwits
Kohl’s Stock Dives On Disappointing Outlook, But Retail’s Optimistic Post Q4 Results
↗
March 12, 2025
Kohl’s posted better-than-expected earnings, with earnings per share of $0.95, surpassing estimates of $0.72.
Via
Stocktwits
Freshpet Stock Slips On Oppenheimer Downgrade Due To Cautious Guidance: Retail Remains Downbeat
↗
March 11, 2025
Oppenheimer considers Freshpet a long-term acquisition target but sees limited upside potential due to prevailing market conditions.
Via
Stocktwits
Robinhood Stock Rises On Significant Jump In February Operating Metrics: Retail Remains Bullish
↗
March 11, 2025
Assets under custody jumped 58% YoY to $187 billion but fell 8% compared to January.
Via
Stocktwits
Reddit Analyst Says Beaten-Down Stock ‘Extremely Attractive’ But Retail Sees No Light At End Of Tunnel
↗
March 11, 2025
Loop Capital analyst Alan Gould estimates that Reddit's revenue and earnings before interest, taxes, depreciation, and amortization will grow 36% and 87%, respectively, in 2025.
Via
Stocktwits
FuelCell Energy Stock Tumbles 12% Pre-Market After Q1 Revenue Falls Way Short Of Wall Street Expectations: Retail’s Still Hopeful
↗
March 11, 2025
Revenue rose 14% year-over-year to $18.99 million compared to a Wall Street estimate of $33.49 million, according to FinChat data.
Via
Stocktwits
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