Stocks that grow their dividends have outperformed non-dividend-paying stocks over the long-term, but not in the past 5, 10, and 20 years. Why are non-dividend paying stocks outperforming dividend growers, and will it continue? Topics covered include: Show Notes The dividend puzzle by Fischer Black—The Journal of Portfolio Management Can Dividend Investing Rise From the Dead? by Jon Sindreu—The Wall Street Journal Einhorn Says Markets ‘Fundamentally Broken’ By Passive, … [Read more...]
429: Which Inflation Protection Strategies Worked and Which Didn’t?
With a total U.S. inflation rate of 14% in the past two years, we review how various inflation hedges performed over the past twenty-four months. Topics covered include: Show Notes CPI Inflation Calculator—U.S. Bureau of Labor Statistics Inflation Beneficiaries ETF—Horizon Kinetics Quadratic Capital Management Episode Sponsors Brooklinen Use code DAVID20 for $20 off plus free shipping Go to GetSunday.com/David to get a customized lawn plan and 20% off your Sunday … [Read more...]
342: Is Another Great Inflation Coming?
How today's inflationary environment is similar and different from the great inflation of the 1970s. What are the best assets to protect your portfolio if the next great inflation is here. Topics covered include: Show Notes A Complete Guide to Understanding and Protecting Against Inflation—Money For The Rest of Us Great Inflation 2.0? Lessons from the 1970s by Simon Macadam—Capital Economics When it comes to inflation, how much fortitude does the Fed have? by Sebastion … [Read more...]
309: Investments to Fight Financial Repression
What are some investments that can generate a cash yield greater than inflation in an era when central bank policies keep government bond yields lower than the inflation rate. Topics covered include: How low are interest rates around the worldWhat have inflation rates been and what causes inflation and deflationWhat is financial impressionWhy are central banks keeping short-term interest rates so lowWhat determines interest ratesHow I-bonds workWhy active bond mutual funds can be … [Read more...]
285 Plus: Dividend Investing and BLS Employment Report Revisions
In Plus episode 285 for the week of February 1, 2020, we review factors to consider when building a dividend portfolio. We analyze whether high dividend-paying stocks or stocks with high dividend growth rates are more attractive currently. We also consider how a dividend ETF's structure can lead to some odd rebalancing behavior. Finally, we review the upcoming Bureau of Labor Statistics benchmark revisions that will show much lower job creation than previously reported in the past two years … [Read more...]
200 Plus: Income Investing, Blockchain and LIBOR-OIS Spread
This week April 14, 2018, we discuss income investing and the percent of appreciation over time that comes from dividends. We see why an early warning sign of the Great Financial Crisis, the LIBOR-OIS spread is starting to stir, and why it is not yet a sign of bank stress. Finally, we revisit blockchain technology. … [Read more...]
