In Plus episode 317, we evaluate recent market returns and economic releases. We look at whether commodities are starting a new bull market or whether the nine-year bear market continues. Finally, we analyze the risk Worthy bonds which pay a 5% yield. … [Read more...]
243 Plus: March 2019 Portfolio Review, Preferred Stock and 10th Anniversary of the Secular Bull
In Plus episode 243 for the week of March 8, 2019 we review a recent change in David's portfolio as it relates to preferred stock and take a look at the characteristics of preferred stock. We also explore secular bull and bear markets in recognition of the 10th year anniversary of the current secular bull. … [Read more...]
197 Plus: 30 Year Returns, Mortgages and Beating the Lottery
This week March 24, 2018, we answer the questions should expected returns for stocks be higher if one has a time horizon of 30 years versus 10? We also answer a member's question on whether he should fund a higher down payment for his new house from his bond portfolio. Finally, we look at a couple that retired and earned millions by systematically playing and winning the lottery over a period of years. … [Read more...]
MNY048 Plus: Secular Bulls, Cyclical Bears and Cyclically Adjusted P/E Ratios
In this week's Money For the Rest of Us Plus episode, I respond to Plus member feedback and questions on secular bulls including: The baseline conditions of a secular bull market How does the the overvalued U.S. stock market based on cyclically-adjusted P/E ratio (i.e. the Shiller P/E) potentially impact the secular bull market and inevitable cyclical bear market. How do "artificially" low interest rates impact the secular bull and inevitable cyclical bear market What is a worse … [Read more...]
48: Do You Have Too Little Invested In Stocks?
How fear of another market crash may be causing you to keep your stock market allocation overly conservative despite evidence global stock markets are in a secular bull market. Photo by 5chw4r7z In this episode, you'll learn: What are secular bull markets and secular bear markets.How do stocks perform during secular bull markets and secular bear markets.What is the duck test.What are the characteristics of secular bear market bottoms and secular bull market tops.What is the evidence … [Read more...]
