In Plus episode 244 for the week of March 16, 2019, we explore magic formula investing as proposed by Joel Greenblatt in The Little Book that Beats the Market. We discuss commodity trading advisors and analyze one that uses a trend following strategy. Finally, we discuss how Social Security can be viewed as longevity insurance. 244 Plus View and Listen To Other Plus Episodes Audio Download Download the audio file Show Notes Magic Formula Investing The Little Book That Still Beats … [Read more...]
232: Is It Time To Invest In Commodities?
Why investing in commodities such as oil, gold and cocoa beans is challenging. What you need to know before you invest. Photo by J.D. Stein In this episode you’ll learn: Why have oil prices have fallen and what will impact their long-term price trend.How commodity futures work.How cocoa beans were used as currency by the Maya. To learn more about what you need to know to invest in commodity ETFs, check out this guide. Show Notes Doubleline's Gundlach says commodities are … [Read more...]
189 Plus: Emerging Markets, Commodities, Bond Bear Market and A Member Portfolio Review
This week January 27, 2018 on Money For the Rest of Us Plus, we analyze the historical and expected returns of emerging markets equity compared to U.S. stocks, and how changes in valuations have influenced their respective returns. We look at investing in commodities futures and why they are not in the model portfolios. We discuss "bond bear markets" and what has or will be done to the model portfolios in the face of rising interest rates. Finally, we review a member's portfolio to … [Read more...]
86: Don’t Be A Commodity
How not to be a commodity even if you work in a commodity business. Plus, an update on commodities and master limited partnerships. Photo by Steve Corey In this episode you'll learn: How to not be a commodity.How long is the average bear market for commodities and the average loss.An investment mistake I made.Why it is important to scale investments by assuming the worst case scenario. Show Notes The Siege of Herbal Life by Roger Parloff - Fortune - September … [Read more...]
What Are Managed Futures and What Are The Risks
This audio lesson discusses managed futures ETFs and funds and the risks of investing in them. The episode length is 6 minutes. … [Read more...]
MNY049 Plus: Gold Market Internals, Commodity Supercycles and Investment Advice
In this week's Money For the Rest of Us Plus episode, I discuss Current trend and sentiment indicators for gold. My hands on experience buying physical gold. Average returns and lengths for commodity supercycle bull and bears, SEC rulings regarding "newsletter" publishers. The episode length is 16 minutes. … [Read more...]
MNY040 Plus: Which Commodity ETF and European Quantitative Easing
In this week's Money For the Rest of Us Plus episode, I share a commodity ETF that seeks to minimize the impact of negative roll yield while taking advantage of positive roll yield. In addition, I discuss the ECB's new quantitative easing program. The episode length is 13 minutes. … [Read more...]
40: Should You Invest In Commodities?
What you need to consider before investing in oil and other commodities. Two schools of thought regarding the direction of oil prices. Photo by Lars Ploughmann In this episode, you'll learn: Why oil prices are being driven by a herd mentality.What led to the oil renaissance in the U.S.The school of thought for why the drop in oil prices is temporary.What is the commodities super-cycle and why commodities move in long-term cycles.What is the spot price.What drives the returns of … [Read more...]
What Is Going On With Oil Prices?
In this audio lesson, I discuss the longer-term investment implications of the decline in oil prices in particular and commodities in general. In the lesson, I share: Does the drop in oil prices mean we are heading toward a recession? What is a commodity supercycle and is the current one ending. What is driving the oil price decline. How do longer term commodity trends impact stock prices. What is the impact of oil prices on Master Limited Partnerships (MLPs) The episode … [Read more...]
