We review the performance and investment prospects for carbon, SPACs, silver, convertible bonds, and frontier markets. Topics covered include: What has been the performance of these five asset types since they were discussed on the podcast two to three years ago What are the underlying performance drivers and expected returns going forward Which asset types are most and least attractive Episode iframe Show Notes Initial Public Offerings: Updated Statistics by Jay R. … [Read more...]
369 Plus: January 2022 Investment Conditions and Adaptive Model Portfolio Changes
In Plus Episode 369, we explore the latest investment conditions including the impact of the Omicron Covid variant. We also review recent changes to the adaptive model portfolio examples. Finally, we look at recent changes in David's portfolio. … [Read more...]
349 Plus: SPAC ETFs, Sector Allocation, and the Frustration of Bonds
In Plus episode 349, we look at why investing in special purpose acquisition companies (SPACs) and SPAC ETFs is even less compelling now given the number of new SPACs. Why David is winding down his SPAC experiment. We explore the challenges of trying to overweight and underweight different stock sectors. We review why it is a frustrating time for bonds investors and why we can't fight the bond market. Also, we look at how the relationship between starting yield to maturity and subsequent … [Read more...]
326 Plus: January 2021 Investment Conditions and Portfolio Review
In Plus episode 326, we review investment conditions as of early January 2021. David also shares how he goes about categorizing his portfolio. He also reviews the recent portfolio changes he made. … [Read more...]
What Are SPACs and Should You Invest in Them?
Special Purpose Acquisition Companies or SPACs are non-operating publicly-listed companies whose purpose is to identify and purchase a private company. How do SPACs work and are they worth investing in? ARTICLE TABLE OF CONTENTS (Skip to Section) What are SPACs?Why SPACs ExistHow SPACs WorkSPAC CriticismsPoor SPAC Performance How to Invest In SPACsSPAC ETFsConclusionSPAC Podcast What are SPACs? Special Purpose Acquisition Companies or SPACs are non-operating … [Read more...]
