In Plus episode 349, we look at why investing in special purpose acquisition companies (SPACs) and SPAC ETFs is even less compelling now given the number of new SPACs. Why David is winding down his SPAC experiment. We explore the challenges of trying to overweight and underweight different stock sectors. We review why it is a frustrating time for bonds investors and why we can't fight the bond market. Also, we look at how the relationship between starting yield to maturity and subsequent … [Read more...]
216 Plus: Predictive Valuations, A Timing Rule, Equal Sectors and Stock Splits
This week August 11, 2018, we revisit valuation indicators in terms of their predictive ability for 10 year stock market returns. We review a simple rule for exiting the stock market when it falls 10% and reenter when it rises 15% from its bottom. We analyze the performance of equal weighted sector indexing. Finally, we look at stock splits and why companies do or don't split their stocks. … [Read more...]
