This week December 18, 2018, we provide an update on investment conditions including looking at how soon after a stock market peak do recessions start, assuming there is a recession. We also look at what PMI data was prior to the previous two recessions. We revisit bank loan fund investing. Finally, we share some thoughts on a how a member can reach $1 million in assets. … [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. In this episode you’ll learn: Show Notes US leveraged loans in demand as asset class hits US $1trn milestone - Reuters Leveraged Loan Safety Net May Prove Frayed for Investors - Bloomberg Loan funds attract new money as interest rates rise - Financial Times US … [Read more...]
