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In one sense I'm not in a similar situation. I've been taking advantage of the inverted yield curve we've had for a few years and so I do not have bonds or CDs maturing soon. OTOH, I'm in a similar situation because I have this short term cash that has been giving me better returns but is no longer doing so.
msf, here is the key statement from my Original Thread Post regarding CDs that are maturing:
"I am wrestling with renewing at the 4.3% rate, with almost no stress, or jumping back into the more active investing options. Anyone else in a similar situation?
If you are a CD investor, with current CDs that are maturing, I would be interested in your response regarding your personal investing decision, about reinvesting the maturity back into CDs, or shifting to a different kind of investment.
Unbelievable set of quotes (are they real?) Well, all I can say is:I accidentally snorted out whisky at reading half of these ... I was only trying to find the quote that no one has yet devised, concocted, imagined, or plausibly advocated a use case
https://www.cryptoaltruism.org/blog/15-quotes-about-the-potential-of-blockchain-and-crypto
efficiency! math!
andreesen sounds like he is talking about full-faith / -credit currency
It’s amazing that someone of his intelligence could do so poorly over 15 years. I’m a bit of a bear myself. But there are alternatives to going “all-in” on equities. Think long / short funds, hedged equities, high yield & floating rate bonds, convertibles, multi-asset funds. Cash earned little over that period, but with compounding you’d still be quite a bit ahead of HSGFX. I’d think short-term bonds should generate positive returns (in excess of cash) with very minimal downside risk going forward now that rates have risen from abysmal lows.I’ll go out on a limb and predict HSGFX (even with its new name) will continue its 15-year track record of losing money for investors.
On that note, how does one get away with being a permabear in a market that traditionally advances the vast majority of the time?! I'm not sure whether his existence is a greater testimony to his own ineptitude, or to the folly of the people who place their faith in him?! It seems akin to putting your money in a bottle and burying it in the backyard!
On that note, how does one get away with being a permabear in a market that traditionally advances the vast majority of the time?! I'm not sure whether his existence is a greater testimony to his own ineptitude, or to the folly of the people who place their faith in him?! It seems akin to putting your money in a bottle and burying it in the backyard!I’ll go out on a limb and predict HSGFX (even with its new name) will continue its 15-year track record of losing money for investors.
If you ever felt Howard Lutnick’s qualifications were deficient to become Commerce Sec, you were missing this piece of info -Japan Govt debt may be 150% of GDP but what counts is how much of it is owned by the Japanese, especially its own central bank.
I thought the following was interesting:
“OTHER VOICES. Jenny JOHNSON, President & CEO of Franklin Templeton. AI hype will come to an end and a period of pessimism will follow. Such up and down cycles are normal for new technologies. Early and fast adopters may not be the eventual leaders. The profitless AI capex has to be digested. Look for AI beneficiaries in enterprise software, data analytics, customer service, finance, healthcare, collaborative work, picks and shovels (chipmakers, cloud hosts, data centers).”
How did Franklin growth or value funds perform during 2023 and 2024, the current AI boom period. Just checking if her comments were colored by the performance of her funds.
I used to think business leaders are intellectually honest (I know I was naive). The latest one that killed my optimism about that breed is Howard Lutnick. He had his strategists parade for two years telling us how the economy is going to be bad and that the stock market was about to crash / correct. It turned out he was a Trump bum licker and massively politically biased. I feel sorry for all the opportunity cost he caused for investors who listened to him and his minions who of course will benefit either way.
I don't recall that, just offering a quick-take on the question. (I don't play in the retail space beyond consumer staples, sorry)Bump up.
Any takers here for KSS, currently priced at $14 and yielding 14% dividend?
90% payout ratio and unsteady track of divs in recent years .... not for me.
Deep value investor is a different breed, most of us here do not belong to. With those metrics it could be attractive if it had a Moat but in the space it is in and high interest rates, it is probably sleep walking into a graveyard.
If you guys remember, a couple of years ago, there was a take private offer at $55 a KSS share and the Board thumbed its nose at the bidder. There are a lot of Boards in the US that belong in North Korea.
Deep value investor is a different breed, most of us here do not belong to. With those metrics it could be attractive if it had a Moat but in the space it is in and high interest rates, it is probably sleep walking into a graveyard.Bump up.
Any takers here for KSS, currently priced at $14 and yielding 14% dividend?
90% payout ratio and unsteady track of divs in recent years .... not for me.
It’s hard to be humble.@FD1000- Thank you for once again reminding us what a fantastic genius you are. With all of the other important stuff that we have to keep track of we sometimes lose track of what you and your fantastic genius are up to. Hoping to hear more about you and your fantastic genius in the future!
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