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Research - Soaring Capital Management, LLC

Research

Insightful Articles Worth the Read

Cargo ship through rough seas -

Market Turmoil and Tariff Shock: Navigating Trump’s 2025 Trade Policy

April 8, 2025

President Trump’s aggressive new tariff plan has roiled global markets and sparked fears of stagflation. This timely update from Brian F. Moss, CFA, analyzes the structure and consequences of the 2025 “Liberation Day” tariffs, how markets are reacting, and what it all means for your investments. Discover how portfolio diversification, defensive positioning, and a long-term perspective can guide smart investing in turbulent times.

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Structured Notes for Protection, Income and Growth

Elevating Your Investment Strategy with Structured investments

October 4, 2023

In this guide, we explore the world of structured notes, shedding light on these dynamic investment instruments that can truly elevate your wealth strategy.

Structured notes offer a unique blend of growth potential and risk mitigation, making them a valuable addition to any investor’s portfolio. Whether you are seeking higher income, principal protection, or enhanced returns, structured notes can be tailored to meet your specific financial goals.

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Brian and private jet on office tour

Opportunities in Class A Office Real Estate?

June 8, 2023

This article provides an inside look at the state of office real estate.

We visit four large Class A buildings in Cincinnati and Houston and speak with leasing teams and building management to find out what is really happening in this sector.

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Frozen Piggy Bank symbolizing the banking crisis.

Important Implications of the Banking Crisis [Report]

March 17, 2023

Implications and opportunities surrounding the current banking crisis. This report addresses:

The root causes of the failure of Silicon Valley Bank.
The fragility of the banking system. The impact of social media.
How to protect and prosper through this crisis.

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Economic Tea Leaves

How To Read Today’s Economic Tea Leaves

October 26, 2022

Investing can be equated to reading tea leaves – It is hard to predict the future. This is especially true when trying to determine the macro direction of economies and in turn financial markets. 

This research note provides a road map to help investors profit from today’s market action.

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