The Lone Star Perspective by Matt Magee at mForce Capital SpaceX may be one of the most important private companies on Earth, or slightly above it, but that does not mean investors should rush into the IPO at any price. Recent index rule changes could create a major technical tailwind. According to the updates circulating this week, the Nasdaq 100 and Russell 1000 index rules have been adjusted in ways that could force huge passive funds to buy SpaceX much earlier than usual. The S&P 500...
17 days ago • 2 min read
The Lone Star Perspective by Matt Magee at mForce Capital Why a good deal at the time can still create regret years later. One of the hardest financial decisions inside a family is deciding what is “fair.” Fair to one person may mean cash today.Fair to another may mean control, risk, and long-term upside. Imagine a brother and sister inherit or co-own a family business. The sister wants to keep running it. She believes in the business, knows the employees, and is willing to carry the stress...
about 1 month ago • 4 min read
The Lone Star Perspective by Matt Magee at mForce Capital If you know anyone who should be on this newsletter and isn't. Please send them here to sign up. She Thought They Were Fine They sat across from each other at the kitchen table, a yellow legal pad between them. It wasn’t their first hard conversation, but it was the first one that felt final. He had spreadsheets open. Tabs everywhere. Numbers, accounts, projections. She had a pen she hadn’t used yet. “Can you just walk me through what...
about 2 months ago • 5 min read
The Lone Star Perspective by Matt Magee at mForce Capital The Biological Portfolio: Hedging the "Break-Fix" Trap For fifty years, American medicine has been a mispriced risk. It operates on a "break-fix" model, waiting for the engine to smoke before checking the oil. In 2026, the paradigm has shifted. For the modern investor, longevity is no longer a "health goal"; it is a trillion-dollar behavioral arbitrage. The smartest players are no longer just diversifying their financial holdings; they...
about 2 months ago • 3 min read
The Lone Star Perspective by Matt Magee at mForce Capital Executive Summary: Navigating the "Upper-Middle Class" Migration What is the "Great Migration" of the middle class? The American economic landscape is shifting as a record 31% of households now qualify as "upper-middle class" (earning $133k–$400k), a three-fold increase since 1979. This demographic shift, highlighted by the Wall Street Journal, shows that while more families are achieving high-net-worth status, financial anxiety...
2 months ago • 4 min read
The Lone Star Perspective by Matt Magee at mForce Capital This post went viral and looks great on paper. One, I believe these are almost always made up. Two, his math doesn't add up. He is spending $35 million, but the "guy" receives $34 million. Here is my actual analysis and why Social Media is often a terrible place for financial advice. Putting $25 million into VOO and QQQ is a terrible idea. These funds overlap significantly and give you no real diversification. I get the idea, but wrong...
3 months ago • 2 min read
The Lone Star Perspective by Matt Magee at mForce Capital Special thanks to long-time readers Scott and Bobby for the conversation that inspired this piece on Trump Accounts. I hope you find this helpful; please reach out with any questions. I saw this LinkedIn post recently, and it made me stop. If you find yourself in this income range or even higher, and don't feel like you're getting ahead. Please give me a call. I can help. Yes, your taxes are high. Yes budgetting is still important....
3 months ago • 1 min read
The Lone Star Perspective by Matt Magee at mForce Capital If you want to see a world-class logic error, look at how the most successful people in America handle their kids. These are people who built empires by delegating, mentoring, and allowing their VPs to make expensive mistakes. Yet, when it comes to their own families, they try to do something even more impossible: They try to run the family from the grave. They hire lawyers to build "Dead Hand Control." It’s a 100-page legal document,...
4 months ago • 2 min read
The Lone Star Perspective by Matt Magee at mForce Capital I have the pleasure of working with a diverse client base. Some are business owners or corporate executives clearing over $1 million annually. On paper, they've won. It's usually around the time they retire or sell a business. Something along these lines is said. "I have everything I thought I wanted. So why do I still feel like this?" Here's what I've learned: Your biggest financial obstacle isn't in your portfolio. It's in your head....
4 months ago • 3 min read
