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You are here: Home / Archives for debt cycle

441 Plus: Fixed Rate Debt, Japan and Yield Curve Control, Activist Short Sellers, Treasuries and Taxes

July 29, 2023 by David Stein · Updated August 14, 2023

In Plus episode 441, we consider the economic impact of private-sector fixed-rate debt versus variable-rate debt. We discuss the Bank of Japan's apparent abandoning of yield curve control. When Treasury bondholders have to pay capital gains tax. Finally, we analyze activist short sellers. … [Read more...]

Filed Under: Money Plus Tagged With: activist investing, debt, debt cycle, hedge funds, Japan, short selling, taxes, U.S. Treasuries, U.S. Treasury bonds, yield curve control

383 Plus: Analyzing ETFs, the Debt Cycle, and Investing When Retiring Outside Your Home Country

April 23, 2022 by David Stein · Updated May 7, 2022

In Plus Episode 383, we review the criteria for selecting and comparing ETFs. We discuss how to invest near-term living expenses when retired outside one's home country, particularly given U.S. tax laws on Passive Foreign Investment Companies. Finally, we analyze the current debt cycle and whether that should change how we invest. … [Read more...]

Filed Under: Uncategorized Tagged With: debt cycle, ETF analysis, ETFs, PFICs, retirement investing

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