In Plus episode 265 for the week of August 24, 2019 we review the latest economic releases, Federal Reserve minutes and other economic and investment indicators. We evaluate under what conditions it makes sense to utilize an actively managed separately managed account versus an index fund or ETF. Finally, we look at why agricultural commodity ETFs have significantly underperformed the spot price for corn, wheat, and other agricultural products. … [Read more...]
214 Plus: Core Holdings, LIBOR, LAND and KYN
This week July 28, 2018, we review how cash and/or ultra short-term bonds can serve as a home base while investors average into other areas of the market. We review what LIBOR is and why it is going away. We analyze a REIT that invests in farmland. Finally, we discuss why David hasn't sold KYN in his portfolio. … [Read more...]