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538 Plus: More on the Fed, Inflation and the Money Supply, and Analyzing Cryptocurrency Treasury Companies

In Plus episode 538, we explore various inflation measures, what causes inflation, and the relationship between the money supply and inflation, as we consider whether the Federal Reserve Open Market Committee will cut the Fed's policy rate next week. We also analyze the investment case, or lack thereof, of Bitcoin and Ethereum Treasury companies, publicly traded firms that hoard cryptocurrency. … [Read more...]

537 Plus: Adaptive Model Fixed Income Portfolio, A New Factor Rotation International Equity ETF, and Holding Meta Stock

In Plus episode 537, we compare the performance and structure of the Adaptive Model Fixed Income portfolios to that of the broader bond market, such as the Vanguard Total Bond Market ETF (BND). We answer a member's question on the DoubleLine Flexible Income Fund. We review the new iShares International Equity Factor Rotation Active ETF (IDYN). Finally, we address a member's question regarding a large position in Meta that he received from his former employer. … [Read more...]

535 Plus: Current Bond Market Pricing, Revisiting a Plus Member Profile, and the Elm Market Navigator ETF

In Plus episode 535, we review what has to happen for U.S. longer-term interest rates to decline from current levels. We revisit a Plus member's financial situation nine years after answering their initial questions. Finally, we analyze the new Elm Market Navigator ETF (ELM). … [Read more...]

533 Plus: Donating Ether Using a Donor-advised Fund, U.S. Dollar Risk Factors, and Bitcoin Covered Call ETFs

In Plus episode 533, David discusses how he donated 40% of his Ethereum to charity. We look at the factors that will determine the long-term strength or weakness of the U.S. dollar. Finally, we analyze two Bitcoin covered call ETFs. … [Read more...]

532 Plus: NVIDIA, CLO Equity Sell Off, and Equity REIT Return of Capital

In Plus episode 532, we correct last week's episode regarding the valuations of ETFs that invest in AI. We discuss investing in high-octane stocks like NVIDIA. We examine why CLO equity closed-end funds experienced a sell-off this week, including the news that the Department of Justice is investigating alleged collusion by CLO equity investors. Finally, we explain why equity REIT ETFs could have a return of capital distribution. … [Read more...]

531 Plus: AI ETFs, Mortgage REITS, Autocallable Notes ETF, and Trust Preferred Securities

In Plus episode 531, we review the leading ETFs that invest in the AI space. We consider what environments mortgage REITS perform the best, and is now a good time to invest. We analyze the new Calamos Autocallable Income ETF. Finally, we explore what trust preferred securities are. … [Read more...]

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