In Plus episode 441, we consider the economic impact of private-sector fixed-rate debt versus variable-rate debt. We discuss the Bank of Japan's apparent abandoning of yield curve control. When Treasury bondholders have to pay capital gains tax. Finally, we analyze activist short sellers. Become a Member If you would like to listen to this episode of Money For the Rest of Us Plus, you can do so by becoming a Money For the Rest of Us Plus member. Learn More About Membership Options » … [Read more...]
329: Meme Stocks, GameStop, Short Squeezes, and Bubbles
How coordinated buying by retail investors has turned the tables on Wall Street. Are there signs of a market bubble? Topics covered include: Show Notes r/wallstreetbets FOR POSTERITY—Almost Daily Grants 1.25.21 GameStop can’t stop going up by Jamie Powell—Financial Times Reddit: bull attack by Jamie Powell and Philip Stafford—Financial Times How WallStreetBets Pushed GameStop Shares to the Moon by Brandon Kochkodin—Bloomberg Submit Your Pick for the Next Meme … [Read more...]
202 Plus: Housing Crisis, Shorting Bubbles and Implementing Trades
This week April 28, 2018, we analyze what to do when housing is selling at record prices and there is little rental inventory. In short, when there is a housing crisis due to lack of supply and high demand from second home owners. We review some of the hurdles to shorting assets that are in a bubble. We also look at how at why I tend to implement portfolio changes all at once versus moving into positions over a period of weeks or months. … [Read more...]
182 Plus: Immediate Annuities, Broker Expenses, and Shorting Stocks
This week November 25, 2017 on Money For the Rest of Us Plus, we review how to analyze an immediate annuity that pays income for life. We review a member's broker expenses to see if they are reasonable. We look at shorting stocks using an ETF. Finally, we review how to classify a pension-like vehicle within one's retirement portfolio in terms of asset allocation. … [Read more...]