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: How is inflation measured and why the pandemic made calculating inflation difficult What causes inflation Why is inflation increasing currently What caused the great inflation of the 1970s Which assets are best to own to protect against inflation Show … [Read more...]
294 Plus: Mid Month Update, Is Cash Safe and Investing in Oil
In Plus episode 294 for the week of April 18, 2020, we review financial market performance and investment conditions as of mid-April. We also review what investment conditions were at the market bottom in March 2009 during the Great Financial Crisis. We discuss the rationale behind adding investment-grade corporate bonds at this time. We consider the safety of bank savings account and money market mutual funds. Finally, look at ways to speculate in oil and whether it is worth it. … [Read more...]
A Complete Guide to Investing in I Bonds and TIPS (2025)
Learn how to invest in inflation-indexed bonds and protect against inflation. ARTICLE TABLE OF CONTENTS (Skip to Section) What Are Inflation-Indexed BondsInvesting in Series I Savings BondsI Bond Term and Early RedemptionI Bonds Denominations, Purchase Limits, and TaxesI Bonds Interest CalculationWhen to Purchase an I BondSeries I Savings Bonds Pros and ConsInvesting In Treasury Inflation-Protected SecuritiesTIPS Terms and Denominations TIPS Interest CalculationTIPS Tax … [Read more...]
292 Plus: Bear Market Rallies, FOMO, Bank Loans and Buying Individual TIPs
In Plus episode 292 for the week of March 28, 2020, we look at the magnitude and duration of market rallies within bear markets. We consider why the fear of missing out is normal and what to do about it. We consider the math behind bank loans with regard to rising defaults and why bank loans are not likely to fall to zero. Finally, we look at how to buy an individual Treasury Inflation Protection Security. … [Read more...]
262/263 Plus: August 2019 Portfolio Update, TIPs and a Long/Short Growth Value ETF
In Plus episode 262/263 for the week of August 8, 2019, we discuss a recent impact investment David made and several investments he chose not to make and why. We compare investing in Treasury Inflation Protection Securities (TIPs) versus investing in I-bonds. Finally, we analyze the Direxion Russell 1000 Value Over Growth ETF (RWVG). … [Read more...]
128: Is There Too Much Savings?
How holding onto goods longer before replacing them and a global savings glut impact the economy, interest rates and stock returns. Photo by Adam Wilson In this episode you'll learn: How a cartel and planned obsolescence impacted the lifespan of incandescent bulbs.Why consumers are holding on to their items longer and how that impacts the economy.How a global savings glut pushes down interest rates and what is causing it.How Treasury Inflation Protections Securities … [Read more...]
