In Plus episode 269 for the week of September 21, 2019 we review the latest investment conditions such as market returns, recent economic releases and central bank actions. We also look at how Eurodollar futures can be used to speculate on Federal Reserve actions. … [Read more...]
214 Plus: Core Holdings, LIBOR, LAND and KYN
This week July 28, 2018, we review how cash and/or ultra short-term bonds can serve as a home base while investors average into other areas of the market. We review what LIBOR is and why it is going away. We analyze a REIT that invests in farmland. Finally, we discuss why David hasn't sold KYN in his portfolio. … [Read more...]
206: Be Bear Aware of Bank Loans
Why the leveraged loan market (i.e. bank loans) is becoming more risky. What are collateralized loan obligations and how do they influence bank loans. Why I will sell my bank loans fund when the economy turns. Photo by Paul Wellner Bou In this episode you’ll learn: What are the characteristics of bank loans. How bank loan prices adjust based on expectations regarding default. Why bank loans are getting more risky. What have bank loans returns historically. Show … [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...]
155 Plus: Panic Spreads, Bond ETF Behavior and Living On Distributions
This week April 29, 2017 on Money For the Rest of Us Plus we look at current spreads for commercial paper, LIBOR and bond yields. We answer a member's question about investing money for a housing down payment. We look at whether taking capital gains and income distributions impacts and investor's future returns for stocks and bonds. Finally, we look at the price behavior of ETFs when interest rate changes and look at an unusual phenomenon of how ETF prices act when interest rates are … [Read more...]