This episode edits and remasters two earlier episodes on investing based on cycles to focus on timeless investing principles. Topics covered include: What are different types of cyclesWhy do cycles have subjective start and end dates.Why do coincidences happen so often.How to position investment portfolios based on cycles.How luck and skill play a role in investing.Why it is better to invest based on calibrating risk rather than prediction. Show Notes Weiss Research Weiss … [Read more...]
256 Plus: Economic and Financial Cycles, Demographics, Private REITs and Long/Short ETFs
In Plus episode 256 for the week of June 15, 2019, we consider the difference between economic and financial cycles. We review debt metrics for U.S. households and businesses. We look at investing themes based on U.S. demographic trends. We explore the pros and cons of private REITs versus public REITs. Finally, we analyze long/short stock investing as practiced by the WisdomTree Dynamic Long Short U.S. Equity ETF. … [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...]
224: Mastering the Market Cycle – Howard Marks
How to position your investment portfolio based on market cycles. Investing principles from Howard Marks' new book Mastering the Market Cycle. Photo by Darius Bashar In this episode you’ll learn: How have U.S. stocks performed relative to non-U.S.How to position investment portfolios based on cycles.What is asset selection and why there are more opportunities in extreme times.How luck and skill play a roll in investing. Show Notes The ‘Dumb’ Money Is Bailing on U.S. Stocks. … [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...]
MNY099 Plus: Timing Housing Cycles
This week on Money For the Rest of Us Plus we discuss housing cycles and why supply and demand matters. We also address why we should never consider the current worst case scenario as a level that can never be breached. Finally, we explore why we need to look at objective data to make less emotional investment decisions and find the right balance between the excessive fear of losing money and the fear of missing out on a rally. The episode length is 19 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...]
