Interest Rates Rising – the sequel
Mal Spooner is a veteran fund manager and currently teaches at the Humber College School of Business.No doubt you’ve noticed about half the industry pundits cautioning that the US Federal Reserve is...
View ArticleWall Street’s Dirtiest Little Secret
As of Close of Business May 8th, no less than 53 multi-year experienced, Tax Free Income, Closed End Funds (CEFs) were paying 6% or more in federally tax free income to their shareholders. 18 issues...
View ArticleWall Street’s Even Dirtier Little Secret
As of Close of Business May 8th, no less than 57 multi-year experienced, Taxable Income, Closed End Funds (CEFs) were paying 7% or more in 401k and IRA eligible income to their shareholders. 31 issues...
View ArticleThe “Total Return” Shell Game
No “Interest Rate Sensitive” Security is an Island… Just what is this “total return” thing that income portfolio managers like to talk about, and that Wall Street uses as the performance hoop that all...
View ArticleIncome Closed End Funds and Total Return Analysis
What are the two main reasons mere mortals invest in income purpose securities: one is their inherent safety compared to equities… a 50% income asset allocation is much safer and theoretically less...
View ArticleIncome Investing: “Feed Your Head… Feed Your Head”
Jefferson Airplane has never, ever, been mistaken for a band of financial advisors, but the White Rabbit lyrics can be incredibly instructional to the generation of investors who experienced the...
View ArticleStock Market Corrections Are Beautiful… When
A correction is a beautiful thing, simply the flip side of a rally, big or small. Theoretically, even technically I’m told, corrections adjust equity prices to their actual value or “support levels”....
View ArticleStrategic Investment Mixology – Creating The Holy Grail Cocktail
So what do your Investment Manager and your neighborhood bartender have in common, other than the probability that you spend more time with the latter during market corrections? Antoine Tedesco, in his...
View ArticleBrave Old World: Market Cycle Investment Management
The Market Cycle Investment Management (MCIM) methodology is the sum of all the strategies, procedures, controls, and guidelines explained and illustrated in the “The Brainwashing of the American...
View ArticleIndex and Sector ETFs: Mutual Funds: Speculation X3
How many of you remember the immortal words of P. T. Barnum? On Wall Street, the incubation period for new product scams may be measured in years instead of minutes, but the end result is always a...
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