In Plus episode 265 for the week of August 24, 2019 we review the latest economic releases, Federal Reserve minutes and other economic and investment indicators. We evaluate under what conditions it makes sense to utilize an actively managed separately managed account versus an index fund or ETF. Finally, we look at why agricultural commodity ETFs have significantly underperformed the spot price for corn, wheat, and other agricultural products. … [Read more...]
257 Plus: June 2019 Mid Month Update, Fixed Income Options and What Is Attractive?
In Plus episode 257 for the week of June 22, 2019, we analyze the latest economic releases and review the recent Federal Reserve meeting. We also profile two members who are considering options for investing in fixed income and income strategy options. Finally, we consider what does it mean for an investment to be attractive. … [Read more...]
240 Plus: Transition From SMAs, Earnings Growth, Valuations, and a New ETF
In Plus episode 240 for the week of February 16, 2019 we answer a member's question who is struggling with the tax consequences of exiting some separately managed account managers. We look at the historical price-to-earnings ratios of stocks relative to earnings growth and discuss the large shortfall in historical earnings growth relative to forecasted earnings growth by Wall Street analysts. Finally, we look at a new ETF that is similar to structured notes that protect against losses but … [Read more...]