How accelerating bank deposit withdrawals could harm the economy, including real estate prices. How dollars slosh around the financial system but always seem to end up at the Federal Reserve. Topics covered include: How many deposits have left banks since the Silicon Valley Bank collapse How much have banks borrowed from the Federal Reserve to meet deposit withdrawals Why exiting deposits are harming bank profits and causing them to make fewer loans How the credit crunch … [Read more...]
248 Plus: Credit Cycle, Value Traps, and a Dividend Investing Update
In Plus episode 248 for the week of April 13, 2019, we review what the credit cycle is and how it is monitored. We also explore the concept of value traps and whether they apply to asset classes. Finally, we look at current valuations for dividend investing strategies. … [Read more...]
173: Should You Invest Based On Cycles
What are some of challenges of investing using long-term economic cycles. Photo by Maarten Deckers In this episode you’ll learn: What are the different types of economic cycles. Why cycles have subjective start and end dates. Why coincidences happen so often. Why it is better to invest based on calibrating risk rather than prediction. Show Notes Weiss Research Weiss Research SEC Action Foundation For The Study of Cycles Fluke: The Math and Myth of … [Read more...]
159: What You Need To Know About Volatility
What is volatility, what determines it and how to invest in it. But should you? Photo by Jamie Street In this episode you’ll learn: Why extreme events undermine the average. What is the VIX volatility index. Why the tightening of credit conditions contributes to higher volatility for stocks and bonds. How the demand to sell volatility is keeping volatility low. What to consider when investing in VIX. To learn more about investing in VIX ETFs, check out this helpful … [Read more...]
