In Plus episode 480, we explore how Treasury auctions work and what metrics are monitored to assess whether demand is strong or weak. We review the performance of fundamental indexing relative to value strategies and size-weighted indexes. Finally, we look at likely recoveries for investors on the bankrupt Peer Street crowdfunding platform. … [Read more...]
475 Plus: Convertible Bonds, Treasury ETFs, Cash Equivalents and Taxes on RSUs
In Plus episode 475, we review investment conditions for convertible bonds. We answer a member's question on investing in Treasury ETFs and cash. Finally, we discuss the tax consequences when restricted stock units vest. … [Read more...]
441 Plus: Fixed Rate Debt, Japan and Yield Curve Control, Activist Short Sellers, Treasuries and Taxes
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. … [Read more...]
285: Money is Debt
Money can be used to purchase things now or saved to purchase things later. If individuals want to save their money to purchase things in the not too distant future, they can invest in what are known as cash equivalents. These include savings accounts at banks or money market mutual funds. Cash equivalents pay a little bit of interest while also having price stability in that the value of deposits varies little from day-to-day. Money Is Debt Backed By Debt Gary Gorton, Professor of … [Read more...]
212 Plus: Laddered Short-term Treasuries versus Short Term Bond ETF
This week July 14, 2018, we compare investing in a short-term bond ETF versus buying and holding one and two year Treasury bonds. We answer a members question about hiring an outside money manager once he is married. We look at the new U.S. tax law on the price of real estate in New York City. 212 Plus View and Listen To Other Plus Episodes Audio Download Download the audio file Transcript Welcome to Money for the Rest of Us, Plus. This is the companion episode to episode 212. Trade wars … [Read more...]
