In part three of our national debt masterclass, we share a simple debt dynamics formula we can monitor to help guide our investment choices. Topics covered include: Show Notes Jerome Powell: Full 2024 60 Minutes interview transcript—CBS News Yellen says she disagrees with Moody's outlook on US debt by Ann Saphir and David Lawder—Reuters IMF Steps Up Its Warning to US Over Spending and Ballooning Debt by Christopher Condon—Bloomberg WHEN DOES FEDERAL DEBT REACH … [Read more...]
478: National Debt Master Class Part 2/3
In part two of this series, we explore how households, businesses, and banks can opt out of the national debt scheme. We also examine how central banks and governments monetize debt with quantitative easing. Show Notes Credit and Liquidity Programs and the Balance Sheet: Federal Reserve liabilities—Board of Governors of the Federal Reserve System As of and for the Years Ended December 31, 2019 and 2018 and Independent Auditors’ Report—The United States Federal Reserve … [Read more...]
National Debt Master Class Part 1/3
In part one of this three-part series, we consider why a country that issues debt in its own currency can't default unless it chooses to. We also explore how central banks can control interest rates on the national debt and whether it is possible for government borrowing to crowd out the private sector. Show Notes Money In The Modern Economy: An Introduction—Bank of England – Q1 2014 Money Creation In The Modern Economy—Bank of England – Q1 2014 Congressional Budget Office 2017 … [Read more...]
476: Is Small Cap Dead? Why You Shouldn’t Abandon Small Company Stocks
Why have global small-cap stocks underperformed large-cap stocks and will the trend continue? The investment case for allocating to global small caps. Topics covered include: Show Notes US small-caps suffer worst run against larger stocks in over 20 years by George Steer—The Financial Times Small stocks, big problems by Robin Wigglesworth—The Financial Times The Death of Small Cap Equities? by Chris Satterthwaite—Verdad The Quality of New Entrants by Chris … [Read more...]
474: Are Emerging Markets Bonds a Once-in-a-Generation Opportunity?
Some analysts suggest that now is an incredibly attractive entry point to invest in emerging market bonds. We look at how to do this and whether you should. Topics covered include: Show Notes Emerging Local Debt: A Once-In-A-Generation Opportunity? by Victoria Courmes—GMO EM Sovereign Defaults at Record Level, but Rating Outlooks More Balanced—Fitch Ratings The big opportunity in emerging market debt by Victoria Courmes—The Financial Times Default Risk Fades in Emerging … [Read more...]
Portfolio Trade: Exiting JP Morgan Chase Alerian ETN
Become a Member If you would like read about this portfolio trade, consider becoming a member of the Money For the Rest of Us Plus. Learn More About Membership » Earlier this week, David sold his position in the JP Morgan Chase Alerian ETN. This exchange-traded note will mature next month as it reaches the end of its term. David sold AMJ prior to its redemption because it has gained 5% in the past month and 15% year-to-date. He decided to lock in the profit. Since October 2017, … [Read more...]
472: Is the Economy as Bad as People Think?
Why most households are in better financial shape than prior to the pandemic, but remain frustrated at their lack of economic progress. Topics covered include: Show Notes Surveys of Consumers—University of Michigan Consumer sentiment climbs amid split views on business outlook—University of Michigan The Purchasing Power of American Households—U.S. Department of the Treasury Unemployment Rate—St. Louis Fed We Still Don’t Believe How Much Things Cost by Rachel Wolfe … [Read more...]
471: Unlocking Income—A Comprehensive Guide to Investing in Covered Call ETFs
How to use covered call and buy-write strategies to generate income while understanding the risks and having realistic return expectations. Topics covered include: Show Notes Investments MentionedJP Morgan Equity Premium Income ETF (JEPI) JP Morgan Equity Premium Income Fund (JEPIX) Global X NASDAQ 100 Covered Call ETF (QYLD) Global X S&P 500® Covered Call ETF (XYLD) iShares 20+ Year Trs Bd Buywrt Stgy ETF (TLTW) WisdomTree PutWrite Strategy Fund … [Read more...]
470: How the Economy Really Works: Savings, Investing, Consuming and Market Distortions
A primer on how the economic engine works through coordination between savers, investors, consumers, producers, governments, and banks. How hoarding and unfair competition can lead to economic distortions. Topics covered include: Show Notes Wait, Is Saving Good or Bad? The Paradox of Thrift—The Federal Reserve Bank of St. Louis Rents: How Marketing Causes Inequality by Gerrit De Geest—Beccaria Books FTC Challenges Kroger’s Acquisition of Albertsons—Federal Trade … [Read more...]
Adaptive Model Portfolio Change: Increasing Stock Exposure
Become a Member If you would like read about this change to the Money For the Rest of Us Model Portfolios, consider becoming a member of the Money For the Rest of Us Plus. Learn More About Membership » Yesterday, we increased the stock allocation in the adaptive model portfolios by 5% for the more aggressive models and by 3% for the more conservative models. The adaptive models' stock and equity REIT allocations are now in line with the static models. With economic trends … [Read more...]
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