In Plus episode 466, we review the exchange offer for the JP Morgan Alerian MLP ETN (AMJ). The original ETN is set to mature in May 2024. David shares his experience and thoughts on the Long Angle community. Finally, we analyze the Nuveen Municipal Credit Income Fund (NZF). … [Read more...]
444 Plus: Master Limited Partnerships, Differing Bond Yield Calculations, and AI Model Hallucinations
In Plus episode 444, we provide an update on master limited partnerships. We look at the differing bond yield calculations for bond funds and ETFs, and why there can be a disconnect between yield to maturity and the SEC yield. Finally, David shares his bizarre experience trying to get ChatGPT 4 to correct a podcast transcript. … [Read more...]
232: Is It Time To Invest In Commodities?
Why investing in commodities such as oil, gold and cocoa beans is challenging. What you need to know before you invest. Photo by J.D. Stein In this episode you’ll learn: Why have oil prices have fallen and what will impact their long-term price trend.How commodity futures work.How cocoa beans were used as currency by the Maya. To learn more about what you need to know to invest in commodity ETFs, check out this guide. Show Notes Doubleline's Gundlach says commodities are … [Read more...]
199 Plus: Lending To Family, Investing While Living Abroad, Upstream MLPs
This week April 7, 2018, we discuss what to consider when investing in a relative's start up company. We analyze how to decide as a worker living abroad how much to invest in one's host country versus one's home country. Finally, we look at developments for upstream master limited partnerships. … [Read more...]
196 Plus: March 2018 Mid Month Update and MLPs
This week March 17, 2018 on Money For the Rest of Us Plus, we review investment conditions as of mid March 2018. We also look at ongoing developments in the master limited partnerships space including the recent regulatory ruling, continual conversion to C-corporations, elimination of incentive distribution rights and slowing distribution growth. … [Read more...]
183 Plus: Real Estate, MLP Funds and an App Update
This week December 2, 2017 on Money For the Rest of Us Plus, we answer a member's question regarding what should be the maximum percent of one's net worth allocated to a specific real estate transaction apart from one's primary residence. We review the various options for investing in master limited partnerships. Finally, we discuss the challenges of mobile app development and maintenance. … [Read more...]
86: Don’t Be A Commodity
How not to be a commodity even if you work in a commodity business. Plus, an update on commodities and master limited partnerships. Photo by Steve Corey In this episode you'll learn: How to not be a commodity.How long is the average bear market for commodities and the average loss.An investment mistake I made.Why it is important to scale investments by assuming the worst case scenario. Show Notes The Siege of Herbal Life by Roger Parloff - Fortune - September … [Read more...]
Portfolio Change: Increasing MLP Exposure
I increased my exposure to master limited partnerships today by adding to my position in the Kayne Anderson MLP Fund (KYN). … [Read more...]
MNY055 Plus: Recognizing Losses and Energy ETFs versus MLP ETFs
In this week's Money For the Rest of Us Plus episode, I discuss An example of a behavioral bias that can keep us from recognizing losses and moving on. What are the differences between an broad-based energy ETF and a Master Limited Partnership ETF. The episode length is 14 minutes. … [Read more...]
An Introduction To Master Limited Partnerships (MLPs)
In several episodes of the Money For the Rest of Us show I have mentioned that I invest in MLPs, but I have never described what they are exactly. In this audio lesson I share: What are the upstream, midstream and downstream energy segments. What are MLPs and what makes them unique. Why MLPs' growing distribution rates and higher yields make them attractive. Why MLP returns are not directly tied to the price of oil. What are the risks associated with MLPs The episode … [Read more...]
