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Tag Archives: risk
REIT’s may not be a bargain; distributions depend on rent being paid.
The Real Estate Investment Trust (REIT) has had a marvelous decade as property values just kept rising. It inspired large institutional investors (pension funds for e.g.) to get directly involved. The Canada Pension Plan has 12.1% invested in real estate. … Continue reading
Posted in Random Thoughts, stocks
Tagged capital, coronavirus, debt, distribution, interest rates, prices, real estate, risk, sell, yields
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Bonds (ETF’s, Mutual Funds) at Risk even in a Recession
It’s very difficult to teach young adults about how bonds work – although I believe I’ve done a pretty good job of it. It’s even more difficult to educate adults that had an aversion to math when they were at … Continue reading
Posted in bonds, PERSONAL FINANCE, Random Thoughts
Tagged bond market, bonds, economy, ETF's, interest rates, recession, risk, spreads
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BONDS – Where we go from here!
But there may be reason to expect any correction to be mitigated by a FED that wants to simply layoff the accelerator rather than apply the brakes. There have been periods when interest rates have climbed modestly yet stock markets continued to be relatively generous. Continue reading
Posted in bonds, Random Thoughts
Tagged 500, bonds, corporate, correction, discount, duration, earnings, equities, fed, flows, fund, income, Index, interest, ISM, junk, malvin, market, maverickinvestors.com, monetary, policy, portfolios, post-crisis, rates, real, return, risk, ROE, s&p, spooner, spread, stimulus, stock, stocks, tightening, treasuries, treaury, valuations
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BONDS – Where we go from here! (And what about equities?)
But there may be reason to expect any correction to be mitigated by a FED that wants to simply layoff the accelerator rather than apply the brakes. There have been periods when interest rates have climbed modestly yet stock markets continued to be relatively generous. Continue reading
Posted in Random Thoughts
Tagged 500, bonds, corporate, correction, discount, duration, earnings, equities, fed, flows, fund, income, Index, interest, ISM, junk, malvin, market, maverickinvestors.com, monetary, policy, portfolios, post-crisis, rates, real, return, risk, ROE, s&p, spooner, spread, stimulus, stock, stocks, tightening, treasuries, treaury, valuations
1 Comment
High Consumer Confidence is bad news for stock market!
The latest consumer confidence release shows a significant improvement. “Rising home prices and a rising stock market are two key factors that are boosting consumer confidence. And a third factor is rising strength in the jobs market. The consumer confidence … Continue reading
Posted in Random Thoughts
Tagged 500, bearish, bubble, bullish, confidence, consumer, economy, employment, equities, finance, housing, Index, indicator, interest, investors, mal, malvinspooner, maverick, maverickinvestors.com, money.ca, overvalued, prices, rates, risk, s&p, spooner, unemployment
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Correction done? Don’t bet on it!
On March 20th, I published the following quote in my regular money.ca blog entitled: Reacting to headlines is perilous! Most worrisome: Jim Cramer (wait long enough and you’ll eventually be right) is more wound up than a four-year old high … Continue reading
Posted in Random Thoughts
Tagged behavioural, benchmark, biases, bond, bubble, bubbles, bullish, consumer, correction, earnings, easy money, fair value, fed, financial, fundamentals, GDP, Index, invesment, investors, mal, malvin, markets, maverick, maverickinvestors.ca, money.ca, optimistic, performance, risk, s&p, S&P500, sentiment, spooner, stocks, World, yields
3 Comments
Selling bonds to buy stocks? Try door #3 instead!
I have been warning about bonds now for over 6 months. Finally the press is catching on, ensuring that a normal development over the course of a business cycle (whether ignited by natural forces or government intervention) – rising interest … Continue reading
Posted in Random Thoughts
Tagged 500, aggressive, bonds, bubble, business, compliance, correction, crisis, cycle, DJIA, financial, government, inflation, interest rates, intervention, investment, investors, mal, malvin, market, markets, maverick, maverickinvestors.com, monetary, policy, risk, s&p, S&P500, spooner, stock, stocks, treasuries, U.S.$, ubs, US$, warren buffet, yields
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Rising i-rates: More than bonds will get hammered!
In a recent “Investor Alert” the Financial Industry Regulatory Authority (FINRA) warned the investing public: If you have money in a bond fund that holds primarily long-term bonds, expect the value of that fund to decline, perhaps significantly, when interest … Continue reading
Posted in Random Thoughts
Tagged bank, bernanke, bond, business, central banks, credit, crisis, distribution, dividends, durations, easy, energy, financial, FINRA, flows, fund, growth, income, industrials, interest, investors, iShares, mal, malvin, materials, maverick, maverickinvestors.com, monetary, mutual funds, net, policy, rates, rising, risk, sales, sensitivity, spooner, stimulative, stocks, telecommunication services, trust, US$, utilities, value, yield
1 Comment
Stocks & Bonds…the next 100 years.
Trying to determine investment strategy hinges on a seemingly impossible exercize. Namely, predicting what the world will be like. The most important metrics are interest rates and real rates of return for the more critical asset class alternatives. Despite our … Continue reading
Posted in Random Thoughts
Tagged 21st, 500, allianz, allocation, allocators, analysts, asset, behavioral, bonds, century, class, economic, economy, equations, equities, europe, fixed, forecast, france, Germany, global, growth, income, italy, Japan, long-term, malvin, malvinspooner, managers, markets, math, maverickinvestors.com, mix, models, outlook, portfolio, premium, quantitative, rates, real, return, risk, s&p, S&P500, short-term, spooner, stocks, Switzerland, treasury, U.S.$, US$, volatility, wizards, World
2 Comments
Is stock market going to tumble over the fiscal cliff?
I saw the following comment/question just the other day and was surprised since it was in response to a posting I initiated way back in August 2011 entitled “Is the market on thin ice?” The theme of the original commentary … Continue reading
Posted in Random Thoughts
Tagged 500, bearish, bonds, buy, cliff, coffers, consensus, deficits, experts, fiscal, fiscal cliff, government, guidebook, interest, investor, investors, malvin, malvinspooner, managers, market, maverick, maverickinvestors.com, politics, portfolio, rates, risk, s&p, S&P500, sell, spooner, stocks, strategists, values
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Maverick Investors Rally Site 