In Plus Episode 354, we explore how to evaluate an advisor's business model to estimate their firm revenue to see if their fees seem fair. We consider the impact of valuation changes on stock performance. We review a fund that invests in private mortgage notes and promises an 8% preferred return. Finally, we review Mark Spitznagel's new book on safe haven investing. … [Read more...]
254 Plus: Escalating Trade War, Timing of Investment Backtest and Investing in Mortgage Notes
In Plus episode 254 for the week of June 1, 2019, we look at the recent escalation of the trade war as it relates to Mexico and consider the potential impact on inflation. We review a backtest of delaying new investments until after a 5% loss in the stock market versus investing on a monthly basis. Finally, we look at buying and selling mortgage notes. … [Read more...]
