Investment - Topics

Why is a career coach worth considering? How do newly rich clubs like Newcastle change the table? Foreign direct investment sometimes creates enclaves with almost no local spillover Companies chase index inclusion by moving the primary listing An MSCI inclusion decision moves billions because index funds must buy whatever is added What due diligence you can actually do on a private company Do sovereign wealth funds change a country's economic system? Sovereign wealth fund stakes blur state ownership and private ownership Investment led growth in machinery eventually runs into diminishing returns on capital Judging an investment by its total return vs its income is a choice you make early Fee only advisors charge by the hour while commission advisors charge by the product A 60 40 stock and bond mix earned its reputation during forty years of falling bond yields A health savings account is the only account taxed neither on the way in nor on the way out An emergency fund has to be cash because a bond fund can fall the month you need it Seller financing moves the interest rate negotiation to the owner who wants out An HOA reserve study shows whether the monthly fee is hiding a special assessment An inheritance is best parked in cash for six months before any decision gets made Mining pools concentrate block production in three operators How emerging market currency risk shows up in your returns An airdrop that asks you to approve a contract is a giveaway with a withdrawal clause What happens to a green startup when the grant ends and the venture money is gone? The dividend yield on the index says more about the price than about payout policy Depreciation is a paper loss that shelters rental income until the sale recaptures it Property management at 8 to 10 percent of rent decides whether a distant rental is worth owning Why does a sustainability index rank the same company differently in two providers? Even a plain index fund gives up a little to tracking error every year Margin interest is charged on the daily balance and compounds against a losing position A target date fund charges a second layer of fees for the funds it holds Five funds that all track large US stocks add up to one holding with five names How much of a post-crisis rebound is just rebuilding what was destroyed? A portfolio at 90 percent stocks is a bet on a thirty year horizon not on next year A BRRRR deal only works if the refinance appraisal matches the renovation spend