How different asset classes and investment strategies have performed during periods of unexpectedly high inflation. While trend and momentum strategies have performed the best, what are some of the challenges with implementing those strategies. Topics covered include: What has led to today's high inflation environment and why it is uniqueHow current demographic and technology trends are disinflationaryHow many inflationary regimes have there been in the pastHow stocks, residential … [Read more...]
244 Plus: Magic Formula Investing, Commodity Trading Advisors, and Social Security as Longevity Insurance
In Plus episode 244 for the week of March 16, 2019, we explore magic formula investing as proposed by Joel Greenblatt in The Little Book that Beats the Market. We discuss commodity trading advisors and analyze one that uses a trend following strategy. Finally, we discuss how Social Security can be viewed as longevity insurance. 244 Plus View and Listen To Other Plus Episodes Audio Download Download the audio file Show Notes Magic Formula Investing The Little Book That Still Beats … [Read more...]
MNY148 Plus: Model Portfolio Changes, Moving Averages and Central Banks
This week March 11, 2017 on Money For the Rest of Us Plus we review the rationale for the model portfolio changes that reflect more defensiveness regarding fixed income. We look at how an investor who is an entirely in cash should decide what to do in the current market environment. We also review what it means to say central banks are accommodative and how the stock market has performed when rates are rising and when momentum is bearish. Finally, we look at how to interpret trend data … [Read more...]
