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This website is owned and managed by Jonathan Poland (“JP”) and any products or services mentioned by JP are subject to this legal disclaimer. JP is not a registered investment advisor, and nothing on this website is intended, and it should not be construed, to be investment advice.

All content is for informational use only. Any mention of a particular security, index, derivative, or other instrument is neither a recommendation by JP to buy, sell, or hold that security, index, derivative, or other instrument, nor does it constitute an opinion of JP as to the suitability of that security, index, derivative or other instrument for any particular purpose.

JP is not in the business of giving investment advice or advice regarding the suitability for any purpose of any security, index, derivative, other instrument or trading strategy, and nothing in JP’s market commentary or research reports should be so used or relied upon.

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At any given time JP may or may not have a financial interest in any or all of the securities and instruments discussed herein. Past performance is a poor indicator of future performance.

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Turnaround Management Jonathan Poland

Turnaround Management

Turnaround management is a specialized form of management that involves developing and implementing strategies and plans to rescue an organization…

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Experience Economy

The concept of the experience economy suggests that companies can differentiate themselves and gain a competitive advantage by creating memorable…

Refinancing Risk Jonathan Poland

Refinancing Risk

Refinancing risk is the risk that a borrower will be unable to secure new debt to replace an existing debt…

Inverted Yield Curve Jonathan Poland

Inverted Yield Curve

The inverted yield curve is a financial phenomenon that has garnered significant attention because of its historical association with upcoming…

Risk Awareness Jonathan Poland

Risk Awareness

Risk awareness refers to the extent to which people or organizations are aware of risks and the strategies in place…

Is Greed Good? Jonathan Poland

Is Greed Good?

Greed is good is a paraphrased quote that originates with the 1987 film Wall Street. It is important to note…

Middlemen Jonathan Poland

Middlemen

A middleman is a person or organization that acts as an intermediary between a producer and a consumer. In a…

What Is Analysis? Jonathan Poland

What Is Analysis?

Analysis is the process of breaking something down into its component parts in order to better understand it. This is…

Compliance Testing Jonathan Poland

Compliance Testing

Compliance testing is the process of evaluating an organization’s compliance with laws, regulations, and other standards to ensure that it…