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...]
332 Plus: Comments on Interest Rate Increases, Recent Portfolio Trades, and Online Platforms For Purchasing Private Companies
In Plus Episode 332 for the week ending February 27, 2021, we put the recent jump in interest rates into historical context. We look at what determines interest rates and the secular trends that have led to lower interest rates. We review portfolio trades David has made in his portfolio in February. Finally, we look at various platforms for purchasing private companies including EquityZen and CrowdStreet. … [Read more...]
