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Lipper indexes U.S., week ending, October 10, 2014
GNMA has done well this year. I suggest that the most recent 3 week or so upward move, in particular; is related to monies moving into investment grade bond related areas.
A note regarding this sector, bond's; and perhaps some equity related areas is to review a chart of price actions (ticker(s) of your choice) from the period of May through Sept. of 2013. This is a reaction period after the chit-chat, err suggestion that interest rates would be moving up. We may or may not see this action again; but charting this area provides some insight into reactions of such thinking.
As things stand right now, well; what a coin toss for some. Investment money is still cheap (rates) and may become cheaper if too many folks continue to run from riskier assets and buy more I.G. bonds. The markets form of imposed QE.
The theoretcial "catch22" is, what will the auto-pilot algo machines do with the market swings and which sectors?
First time I have linked this particular list. The last Lipper related link I see is for last Thursday, not for the full business week; which for last week is especially interesting, eh? Oh, well.
Morn'in @Ted Keep your heart rate down...tis not worth your health with this small item that will disappear into the MFO dust bin very soon. Take care, Catch
Comments
I am interested in the strength of GNMA funds as of late. Considering the likelihood of rate increases they have held their own.
GNMA has done well this year. I suggest that the most recent 3 week or so upward move, in particular; is related to monies moving into investment grade bond related areas.
A note regarding this sector, bond's; and perhaps some equity related areas is to review a chart of price actions (ticker(s) of your choice) from the period of May through Sept. of 2013. This is a reaction period after the chit-chat, err suggestion that interest rates would be moving up. We may or may not see this action again; but charting this area provides some insight into reactions of such thinking.
As things stand right now, well; what a coin toss for some. Investment money is still cheap (rates) and may become cheaper if too many folks continue to run from riskier assets and buy more I.G. bonds. The markets form of imposed QE.
The theoretcial "catch22" is, what will the auto-pilot algo machines do with the market swings and which sectors?
Take care,
Catch
Keep your heart rate down...tis not worth your health with this small item that will disappear into the MFO dust bin very soon.
Take care,
Catch
Any thread that spurs conversation even with two people is a good thread. I enjoyed reading your thoughts on the GNMA funds.
Yep it's not worth aggravating one's health for a minor issue.