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You are here: Home / Archives for quantitative tightening

484 Plus: ETF Family Size and a Review of QE’s Impact on Inflation and Asset Prices

June 29, 2024 by David Stein · Updated July 10, 2024

In Plus episode 484, we answer a member's question on whether it is better to invest in larger ETFs and with larger ETF families. We also review quantitative easing and quantitative tightening. We look at how the per capita increase in the money supply due to QE led to a big jump in inflation and asset prices, including for houses and stocks. We also look at the per capita increase in the national debt. … [Read more...]

Filed Under: Money Plus Tagged With: ETF analysis, ETF sponsors, inflation, money creation, money supply, quantitative easing, quantitative tightening

449 Plus: Retaining an Investment Advisor, Money Market Funds, Repos, and a QT Update

September 30, 2023 by David Stein · Updated October 30, 2023

In Plus episode 449, we answer a member's question about retaining an investment advisor. We compare bank-offered money market accounts and money market mutual funds. We review what repurchase agreements are and discuss at what point the Federal Reserve will need to stop allowing its bond holdings to mature as part of quantitative easing. … [Read more...]

Filed Under: Money Plus Tagged With: cash equivalents, fees, investment advisors, money market funds, quantitative tightening, repo rate, repos, repurchase agreements, reverse repos

388: Will Quantitative Tightening Lead To Even Greater Financial Losses?

May 25, 2022 by David Stein · Updated June 15, 2022

How financial markets and the economy performed last time the Federal Reserve took away the punch bowl by raising its policy rate and pursuing quantitative tightening. Things worked out fine that time. Will it be different this time? Topics covered include: Where did the phrase take away the punch bowl come fromHow central bank actions can slow the economy and lower inflation.The difference between having cash and having wealthHow quantitative easing and quantitative tightening … [Read more...]

Filed Under: Podcast Tagged With: central banks, Federal Reserve, quantitative easing, quantitative tightening

383: How to Be a Successful Contrarian Investor

April 20, 2022 by David Stein · Updated May 7, 2022

How contrarians combine value and momentum to take positions opposite what the consensus believes. What is the consensus view in today's financial markets and how are contrarians positioned. Topics covered include: Five attributes of successful investorsWhy does the consensus expect stagflationHow central banks have performed in previous tightening cyclesThree reasons central banks tightening results in a recessionWhen have interest rates peaked in prior tightening cyclesHow stocks … [Read more...]

Filed Under: Podcast Tagged With: central banks, contrarian, pessimism, quantitative tightening, recessions

382 Plus: How High Will Interest Rates Go, A New Portfolio Holding, and Setting Limit Prices

April 16, 2022 by David Stein · Updated May 2, 2022

In Plus Episode 382, we review previous Federal Reserve tightening cycles to see when and at what level longer-term interest rates peaked. We also review a new closed-end fund holding in David's portfolio, the BlackRock Debt Strategies Fund (DSU). This new fund replaces the iShares Interest Rate Hedge Corporate Bond ETF (LQDH). We also discuss how to decide what limit price to set when trading a closed-end fund or ETF. … [Read more...]

Filed Under: Uncategorized Tagged With: DSU, Federal Reserve, interest rates, limit orders, LQDH, quantitative tightening

163 Plus: Federal Reserve, Pension Crisis and Is There Enough To Retire

July 1, 2017 by David Stein · Updated May 24, 2021

This week July 1, 2017 on Money For the Rest of Us Plus we learn how bank reserves at the U.S. Federal Reserve will be reduced as the central bank reduces its holdings of U.S Government bonds. We use the tools on Money For the Rest of Us Plus to analyze whether a member will have enough to retire. We explore the severity of pension fund crisis for U.S. states and municipalities as well as for U.S. businesses and the potential fallout from the crisis. Finally, we take a brief look at a … [Read more...]

Filed Under: Uncategorized Tagged With: bank reserves, defined benefit plans, Federal Reserve, member portfolio review, pensions, public pension plans, quantitative tightening

MNY145 Plus: REITs, Quantitative Tightening, and Peer-to-peer Lending

February 18, 2017 by David Stein · Updated May 24, 2021

This week February 18, 2017 on Money For the Rest of Us Plus we look at an example of how not to estimate REIT returns. We also explore the potential impact as the Federal Reserve reduces the size of its balance sheet. We explore peer-to-peer lending using Lending Loop. Finally, we answer whether one can lose money indexing and how to dollar cost average into portfolios. … [Read more...]

Filed Under: Uncategorized Tagged With: dollar cost averaging, equity REITs, expected returns, indexing, quantitative tightening, REITs

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