Julien B. Booth

Principal & Portfolio Manager

jbooth@forestcapital.net

Dana Christner

Operations Manager

dchristner@forestcapital.net

 

© 2019 Forest Capital, Corp. - All Rights Reserved

300 McGill Avenue NW

Concord, NC 28027

(704) 750-8000

2400 CrownPoint Executive Drive, Suite 200

Charlotte, NC 28227

(704) 847-0101

(704) 849-0535

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NOTES

April 28, 2016

Macroeconomic Outlook – Vaseline Finance – 0% Corp. Borrowing Costs

Unilever Corp. (100's of top consumer brands, including Vaseline, Dove et al.) borrowed 5-year funds this week @ 0%. Let that sink in a moment: 0%. Financial gravity is officially sus...

April 28, 2016

To:        Forest Capital Clients & Friends

From:   Julien B. Booth

Date:    4/28/2016

RE:        Anniversary Letter – 12 Years Grateful

I am grateful to once again draft the Forest Capital Anniversary letter. Time brin...

April 24, 2016

Macroeconomic Outlook – And so it begins: The Real Victims of 0%

The past three months have seen a remarkable recovery in asset (read: stock) prices as bonds were already having a wonderful 2016. We continue to favor bond, and bond-like instruments (m...

April 6, 2016

The Forest Capital investment process seeks to isolate the three driving macro factors when delineating future interest direction and velocity: Growth + Inflation + Federal Reserve Policy.

Growth indicators (yield spreads and company earnings, aka rea...

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