In Plus episode 559, we discuss the decision to eliminate convertible bonds from the Diversified Income Model Portfolio, increase equity REITs, lower exposure to preferred stocks and option income, and add exposure to managed futures and catastrophe bonds. We also discuss why David sold his position in the Bitwise Solana ETF (BSOL). … [Read more...]
558 Plus: SpaceX IPO, Equity REITs, Preferred Stock, Option Income, Managed Futures, Optionality, and AI Writing
In Plus episode 558, David provides a short update on the SpaceX IPO, he reviews his income strategy holdings, and considers whether now is a good entry point for equity REITs, preferred stock, option income, and managed futures. Finally, we discuss a recent piece on energy optionality that was written mostly using AI and whether that detracted from the piece's credibility. … [Read more...]
June 2026 Investment Strategy Review
In this month's investment strategy review, we review the long-term drivers of corporate profit growth and whether they will reverse. We also consider how agentic AI is at an inflection point as more and more output is being created, and what the economic ramifications of that are. Finally, we consider how to position portfolios amid high valuations, upward pressure on interest rates, and the risk of stagflation if the market narrative shifts and oil prices spike. … [Read more...]
557 Plus: Commodity Future ETFs and Should We Be Worried About Oxford Lane Capital Corporation Defaulting
In Plus episode 557, we analyze the leading commodity ETFs, revisit what drives commodity futures returns, including the impact of roll yield, and recommend our preferred commodity ETF. … [Read more...]
556 Plus: Is the Investment Conditions Heatmap Useful? Analyzing a Municipal Closed-End Fund, and Investing in UAE Real Estate
In Plus episode 556, we consider the role of the Money for the Rest of Us Plus Investment Conditions heatmap. We analyze the Invesco Value Municipal Income Closed Fund (IIM). Finally, we consider options for investing in the UAE. … [Read more...]
May 2026 Investment Strategy Review
We review investment conditions as of early May 2026 including the tussle between the energy shock and massive AI investment. … [Read more...]
555 Plus: Portfolio Trades, Holding Crypto as an ETF, When to Sell Securities, and MLPs
In Plus episode 555, David describes two portfolio changes in his portfolio. He shares a recent forum post on the downsides to holding cryptocurrency as an ETF. We review reasons to sell an asset. Finally, we answer a member's question regarding MLPs. … [Read more...]
554 Plus: New AAA CLO Options, Mortgage REIT Preferreds, and New Ether and Solana Staking ETFs
In Plus episode 544, we analyze the Reckoner suite of AAA ETFs that includes a version that eliminates ordinary income tax. We also revisit mortgage REIT preferreds and find a more attractive AGNC REIT preferred than the one David owns. Finally, we review new options for earning yield by holding Ether and Solana ETFs. … [Read more...]
April 2026 Investment Strategy Review
We review the current state of the financial markets and the global economy as they grapple with the war in the Middle East. … [Read more...]
553 Plus: March 2026 Livestream
This week, we hosted our quarterly livestream for Plus members. David discussed the evolution of personal technology, how the current AI moment differs from the Internet bubble of 2000, and the challenges of forecasting the impact of the Iran War. David also answered a number of member questions on trend following, emerging markets, Latin America, and the current market environment. … [Read more...]
- 1
- 2
- 3
- …
- 54
- Next Page »
