In Plus episode 441, we consider the economic impact of private-sector fixed-rate debt versus variable-rate debt. We discuss the Bank of Japan's apparent abandoning of yield curve control. When Treasury bondholders have to pay capital gains tax. Finally, we analyze activist short sellers. … [Read more...]
MNY105 Plus: Expected Stock Returns and Activist Investing
This week on Money For the Rest of Us Plus we review McKinsey Global Institute's recent report on expected stock market returns and compare it to the return assumptions on the Hub. We also look at how successful activist investors have been in their quest to boost returns by initiating changes in strategy and management in their target companies. Finally, I answer some follow up questions on implementing model portfolios. The episode length is 18 minutes. … [Read more...]