Here's a statement of the obvious: The opinions expressed here are those of the participants, not those of the Mutual Fund Observer. We cannot vouch for the accuracy or appropriateness of any of it, though we do encourage civility and good humor.
Still have a few rolls of the thin cheap toilet paper left over from the pandemic. Was all you could find in stores for a while. Seems like the thin stuff is what’s used in commercial establishments and public facilities. With everybody staying home…
Difficult to stay patient sitting on an unfilled Limit Buy Order when Mr. Market is rising and rising..... But it cannot go on forever upward in a straight line. Behavioral Economics. Beware of FOMO.
@Crash - You’re more patient than me. I fiddle fo…
”Over the past three decades, SUVs have come to dominate new car sales in America, with other large vehicles like pick-up trucks also selling in large numbers. By 2025, some experts believe that the light-truck segment, including SUVs, will make up …
I’ll have to confess … in several hundred flights over 50+ years I’ve never found myself ordering pizza delivery at 2:30 AM from some outfit in a Chicago suburb. Flight was more than 7 hours behind schedule. Missed a connection home. Booked a room…
Some great insights. The project’s funding (hopefully late summer) was already incorporated into my IRA withdrawal planning. I actually shifted some $$ Friday into cash as I noted on the “buy / sell” thread. If the Fido offer received yesterday b…
It was actually Elan (which I declined to name earlier) that has caused my angst. But honestly, I’ve been treated like royality by them for 15-20 years except for the recent change not allowing domestic travel notes. Sorry to hear people have said u…
Glad to hear you use this card @Observant1 … Thanks for the info.
I use Identity Guard following an identity theft over a decade ago. And, using IG I keep my credit files locked. Probably reason I get so few offers. Fido is obviously reaching o…
Naw @Mike … I prefer generally to pay cash for most things. (Just sent the propane company a $420 check for a tank top-off.) But for airfare, hotels, rental cars etc. I rely on credit. I could make an exception and charge the home project if…
How about when it’s a massive double-tandem rig hauling logs resulting in loss of life? I think we can bet it won’t be the company’s CEO. Maybe some low level underpaid Jane or Joe in the maintenance shop?
PS - Having been rear-ended waiting at a …
I agree with @stillars on the general thrust here. Commodities are a lot riskier than they might appear. You’re at the mercy of weather patterns (coffee, corn, coca); geo-politics and govt. regulatory changes (oil); labor unrest, rising fuel cos…
I also have come to appreciate the crowdsourced comments on SeekingAlpha as well -- many times there's more useful nuggets there from knowlegeable folks like us …
Glad to hear that. I’ve come across some excellent (wonderfully detailed) insights …
@catch22 / Thanks for the comparison chart. My OP’s title wasn’t worded very well. Sounded like I was trying to decide which fund was better or running ahead of the other. That wasn’t it at all. What I was seeking was insight to the degree, if an…
Same reaction here. Vast wasteland. After subscribing I was “entitled” to pull up that buzzy main page. Knocked it out so that when I click on M * now only a search page (fund related) pulls up. I do some free research on MarketWatch. Their bu…
My earlier first thought was Hiroshima (and later Nagasaki). We killed the dirty rats. Ended the war. But at horrific cost to civilians.
War is a bummer. Imagine if all the money spent on such (not to mention human sacrifice) could be turned to…
Yikes. A very broad area. Commodities can be very volatile. I’ve lost more than I’ve made in them over the years, mostly in QRAAX , which Oppenheimer scuttled a decade or more ago.
- A real old timer is T. Rowe Price’s PRNEX, a “natural resourc…
As a bystander, I find a thread like this infinitely more interesting and entertaining than whether or not to buy Mr. Fox’s fund over somebody else’s. :)
(That’s not to say one is more meaningful or valuable than the other.)
Under “Things to Know”
Stock the liquor cabinet in advance. Try to be out of the country if you can arrange it (preferably nowhere on the North American continent).
@catch22 - Nice link. Thanks. I glean from it that that having a better, more inclusive, homeowners policy could possibly make adding umbrella coverage less expensive.
Good points on type of vehicle driven. Population density / average income in …
Catch - I can provide an update when I know more. Possibly the quality & coverage of such policies varies by company?
I’ve long elected to have insurance payments come out of my bank account automatically on a monthly basis. In the early da…
Catch - I haven’t seen the paperwork yet. They’re mailing it to me to look over. I’m thinking I might not have heard right on the phone. Could be a 6-month term. That’s how often the car insurance renews, Or perhaps the amount quoted is based on…
Right there with ya guys!. Agent called today. App is in the mail. About $80 a year . I’d never heard of one either. But the world was a much different place back when I first took out homeowners insurance in 1977.
Geez, you learn a lot here!
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I manuvered in the direction of cash. Sold / submitted sell orders pretty much across the board. Should raise my cash level from around 10% to near 12%. Some of this due to caution - and some related to anticipated infrastructure spending.
You’re right @Mark.
I’d say there is a small subset that harbors racist feelings related to the VP. And than there’s some greedy ones who’d sell out their mother for a dollar. But most I’d say don’t understand WTF they’re doing. Have watched s…
What’s the attraction then? Tell me why he quite consistently runs neck & neck with Ol’ Joe (the other one) in the polls?
Are 40-50% of the U.S. population crazy?
Edit: Are nearly 100 million of our fellow citizens “Crazy as a loon?
@MikeM - Sounds like you’ve got a good system there. No plans to sell LCORX either. It’s considered buy & hold. … But forever is a long time. :)
I agree on the “in-the-head” part!
@Thanks @MikeM
Interesting numbers on risk scenarios. A little surprising it can be calculated so precisely. :)
Being able to add / sell shares at will is an important consideration. It’s a bit disconcerting to know that adding to an open-end mu…
Thanks @JD_co
You are correct. I neglected to look at the list of top holdings at M* where SPDN is listed. Don’t know why M* doesn’t display it as a short position in the overall portfolio depicted at top of page.
Yes - It’s all coming back to …
Pity poor Stormy Daniels. According to this week’s court testimony, she had to look at him making an indecent proposition clad only in boxer shorts and then get in bed with him. :) Tough way to make a living.
If I’m reading M* correctly, BRUFX is holding over 30% in cash while WBALX holds only around 8%. However, WBALX is quite heavily invested in bonds of varying maturities. Those bond holdings are substantial enough to lower WBALX’s overall equity w…
@hank - "a $12.50 can of Bud" ??? !!!
It was a 24-ounce can @Old_Joe. So … that would be like $6.25 a can for couple 12 ouncers. Prices in the area around the theater district are very high..
Thanks @catch22. - A nice hour + drive north when I worked in the Detroit metro area, Also known for a huge Christmas decoration store open 12-months. Remember a pleasant river cruise once on a stern-wheeler. Chicken dinners of course … Not far fro…
While it was never even a fleeting consideration (I'm a wild outdoors guy) I can now confirm that I won't be moving there anytime soon. Couldn't come close to competing. I do enjoy visiting however.
@Mark. I’m considering moving there so I may beco…
Don't look now but a utilities fund I follow (UTG) is up 6.5% over the last 3 weeks. Hopefully Giroux is on to something.
Yep. FSUTX is the first place I looked in trying to detect the likely culprit here. But it is up nearly 12% YTD. GLFOX is…
