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Recent Podcast Episodes

Teton mountains with caption saying "Interest Rates"

448: Where Are Interest Rates Headed Next? Insights from the Jackson Hole Symposium

Cracked stucco wall with the caption "Property Crime"

447: Our Car Was Attacked. Is Property Crime Increasing?

446: Die with Zero: Why You Should Start Spending Now

445: From Boom to Bust—Why China’s Stocks Lagged Behind Its Economy & Where to Invest Next

A puddle with ripples and the caption "Natural Disasters"

444: Natural Disasters: Are They Truly Increasing? 

Painted wall with caption "Stock Indexes"

443: Five Surprising Insights About Stock Indexes and Funds

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As featured in Business Insider, Forbes, Investopedia, Nasdaq, The Times, Vice, Chicago Tribute, Inc., The Motley fool NextAdvisor, U.S. News & World Report

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Announcements

The September 2023 Investment Conditions and Strategy Report is available here
New Online Retirement Calculators with Videos
Check out the new online
Retirement Planning Calculator and the Retirement Spending Calculator
Adaptive Model Portfolio Changes
See the June 2022 changes

Recent Additions

Plus Episodes

448 Plus: Speculations, Automating Investments DRIPS, and Purchasing Land in Mexico 447 Plus: The Tax Impact of Active Stock Funds, Municipal Bonds, and Balancing Cash and Longer-term Bonds 446 Plus: September 2023 Investment Conditions and Strategy Commentary 445 Plus: More on Estimating Bond Fund Returns and Spin-Off Investing 444 Plus: Master Limited Partnerships, Differing Bond Yield Calculations, and AI Model Hallucinations See All Plus Episodes

Portfolio Examples

David's September 2023 Portfolio Update Portfolio Trade: Adding AI Influenced Growth Stock ETFs (July 14, 2023) Portfolio Trade: Adding CLO ETF (March 11, 2023) Portfolio Trade: Purchased Individual Treasury Inflation Protection Security (February 22, 2023) Portfolio Trade: Adding to Mortgage REIT Preferred Stock Allocation(January 28, 2023) Portfolio Trade: Buying 10-Year TIPS at Auction (November 19, 2022) Portfolio Trade: Exiting Simplify Volatility Premium ETF (SVOL) (October 10, 2022) Portfolio Trade: Adding Individual Treasury Inflation Protection Security (September 14, 2022) Portfolio Trade: Reducing Risk and Portfolio Holdings (July 25, 2022) Adaptive Model Portfolio Changes (June 24, 2022) See List of David's Portfolio Changes

Market Conditions

September 2023 Investment Conditions and Strategy Report Video: Investment Conditions Report Introduction See Previous Investment Conditions Reports

J. David Stein
Darby Creek Advisors LLC
P.O. Box 68544 • Tucson, AZ • 85737

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