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Open Thread: What Are You Buying/Selling/Pondering
(1) Appliance make-over, making money by saving money: Samsung 46" HD Smart TV (fire sale @ local Best Buy) Med-size Stand-alone Freezer (high energy star rating) (2) Building cash, and taking final gains, before the correction to come Anything made on money invested now will disappear in a matter of days.
(1) Appliance make-over, making money by saving money: Samsung 46" HD Smart TV (fire sale @ local Best Buy) Med-size Stand-alone Freezer (high energy star rating) (2) Building cash, and taking final gains, before the correction to come Anything made on money invested now will disappear in a matter of days.
I'd recommend Chromecast for the TV. $29.99, easy to set-up and makes it tremendously easy to put things from your phone on your TV (playing shows/movies - Youtube, Hulu, Netflix and others; or displaying pictures.)
Chromecast is a little device about the size of a USB drive that you put in the HDMI input in the back of your TV. Using your wifi, you can then use your phone to "cast" things like Youtube videos, Hulu, Netflix or other programming (it works for PBS, as far as I've seen, for example, via the PBS website) to your television. You can also "cast screen" if you want to see things like fund data on your phone on your larger TV screen. You can also display photos on-screen. It's exceedingly useful for anyone who has Netflix or Hulu, but I still think a fun tool otherwise and seems like they're expanding the services that can be casted.
@scott, I am sure as apps are developed that there will be one ( if not already) that will display your portfolio along with related market news. Sort of your own private CNBC. These are already available on computers and iPhones so I may be behind here. Alerts would be another feature that could be helpful.
Just tune into the nightly news on most any network as there seems to be a good bit of talk about global flare-ups. And, if some cases acts of war. One thing, that I have noticed through the years is that the markets do much better during times of world peace rather than one of global conflicts. A continued cold war between NATO and Russia will certaintily retard the overall global economy. Surely, certain sectors will do well while others will struggle. What has to be done is to find a way where Russia can make exit and save face. Shutting energy supplies off to Europe hurts both. Seems, a good means to settle this is a CIA type payment arrangement (Cash In Advance). And, for those that these energy shipments have to pass over their lands ... they collect a transport royalty.
The problem though lies when one party tries to take advantage of the other(s) and unfairly become enriched at the expense of the others. Seems that is where issues now lay.
So, why is this fella on the path he has set for himself and the country in which he lives and rules??? Is he mentally ill by a chemical imbalance or has he formed himself into what have become his actions since coming into full power years ago?
Yes, folks like him can have an affect upon investments, in certain sectors and for short time frames, perhaps.
It appears to me, since the 2007/2008 market melt; that the main driver in the markets where most of us invest, (1)is the cost of money and (2)whether the money is vunerable to destruction of value via liars and cheats who have misrepresented the quality of a given issue of credit, be it cash or bonds; and/or those who have leverage that can not be covered in the event of a failure of "faith" somewhere within the financial system.
The risk/reward system has different standards for all, eh?
I don't feel the Putin's of the world, affect the markets, at this point; with the current level of tensions. This doesn't mean that a higher level of planned tension from actions will not affect some markets in the future.
The baby black swans are hatched somewhere in the world, now. One does not know which one(s) will have a meaningful affect in the global world of money.
Regional/local black swans are in place every day of the week, somewhere on this planet; but they don't currently affect our investments in FHLC , HEDJ or other.
I'm going to try to just "close the books" early this year and just let things go as they may, have dividends roll in.
That would be nice.
Well, it becomes everything I own in terms of individual names with few exceptions pays a dividend, everything from tiny (1% or less) to large (6-8%+) and a lot in-between. There are smaller yields that I hope will continue to grow their dividend (including multiple dividend aristocrats) and I hope the higher dividends will continue to be consistent. The few things that do not pay a dividend either are about to start (GILD) or I generally believe will do so eventually (HHC, for example.)
Hard to tell at by just looking at the charts the basis for his bull/bear metrics. But it certainly indicates bullish.
Quick search on internet shows he does like to be in the news. I noticed that last year he stated that we were entering the 4th (euphoric) stage of the four stage bull market cycle.
Do you sense a "euphoric" attitude for the markets?
Thinking a bit more about complacency...the market still seems quick to react on an individual stock basis to headlines, earnings, analyst reports. So, maybe not quite a complacent as I thought yesterday. And, I see Ted's latest links show investors taking more money from equity ETFs last month.
Complacency in the market, I believe, becomes an issue when investors are reaching for gain while ignoring attendant risk. Which seems to align with the euphoric description above.
I remember in late 1990's most folks young and old were all in stocks. That was the place to be. Expectations were 20% per year, seems like. These days, after two 50% retractions, it's hard to see that kind of bullishness or "euphoria," except in documents like Dr. Yardeni's.
@catch22, If a baby black swan flaps its wings, does that create a black swan event somewhere?
Putin is a leader drunk on power. One example would be the recent ASEAN conference in Melbourne Australia. Putin had a relatively large Russian naval fleet stand off the Australia shores while he was there. This return of Cold War tactics also included Russian bombers flying over NATO country's airspace in violation of treaties. I have read that Russian fighter jets are routinely violating US airspace, particularly in Alaska. These actions involve scrambling our fighters to intercept and escort those jets out of our airspace. Operations get tense and all it would take would be a mishap to inflame tempers on both sides.
Hard to tell at by just looking at the charts the basis for his bull/bear metrics. But it certainly indicates bullish.
Quick search on internet shows he does like to be in the news. I noticed that last year he stated that we were entering the 4th (euphoric) stage of the four stage bull market cycle.
Do you sense a "euphoric" attitude for the markets?
Thinking a bit more about complacency...the market still seems quick to react on an individual stock basis to headlines, earnings, analyst reports. So, maybe not quite a complacent as I thought yesterday. And, I see Ted's latest links show investors taking more money from equity ETFs last month.
Complacency in the market, I believe, becomes an issue when investors are reaching for gain while ignoring attendant risk. Which seems to align with the euphoric description above.
I remember in late 1990's most folks young and old were all in stocks. That was the place to be. Expectations were 20% per year, seems like. These days, after two 50% retractions, it's hard to see that kind of bullishness or "euphoria," except in documents like Dr. Yardeni's.
Oh well, enough rambling. Thanks again. c
Charles you could be right. Lot of talking heads (today it's Mark Cuban) preaching doom. Hopefully there is a disconnect between the bullish newsletter writers and the public. The late 90s it was much more than 20% per annum if your thing was tech funds. But as you said, not many expectations now for anything like that. I think my problem is with the length of this bull, over 6 years now, and how easy it has been. Tomorrow is employment Friday and that can bring some volatile action.
The late 90s it was much more than 20% per annum if your thing was tech funds. But as you said, not many expectations now for anything like that. .
sure there are: health care and biotech. everyone says the same thing: they'll only go up, they're the future, they have tons of room to run, you're foolish if you don't have a big chunk, drink the kool aid and drink it now, etc etc ad nauseam. i mean, don't get me wrong. i'm huge into health care -- probably 40%, if you include everything that's in my balanced funds. i'm just saying that, from what i've seen and read, expectations for HC are in the 20%/year range, if not more. Go PRHSX! Go FBIOX! Go PJP! (my pure hc holdings.)
The late 90s it was much more than 20% per annum if your thing was tech funds. But as you said, not many expectations now for anything like that. .
sure there are: health care and biotech. everyone says the same thing: they'll only go up, they're the future, they have tons of room to run, you're foolish if you don't have a big chunk, drink the kool aid and drink it now, etc etc ad nauseam. i mean, don't get me wrong. i'm huge into health care -- probably 40%, if you include everything that's in my balanced funds. i'm just saying that, from what i've seen and read, expectations for HC are in the 20%/year range, if not more. Go PRHSX! Go FBIOX! Go PJP! (my pure hc holdings.)
Can't disagree with you at all. FBIOX has averaged 20% over the past 10 years and much more the past 3 and 5 years.
Comments
Tell me I'm supposed to be excited. He actually had a good day. And, seems to be more humble. So, fingers-crossed.
Fear though that this may be another "transitional" year for the Yankees, looks like. Boy I long for the days when Yanks meant bats.
Oh well.
Go Yanks!
c
Samsung 46" HD Smart TV (fire sale @ local Best Buy)
Med-size Stand-alone Freezer (high energy star rating)
(2) Building cash, and taking final gains, before the correction to come
Anything made on money invested now will disappear in a matter of days.
Regards,
Ted
GOOG is not a bad stock to own in your portfolio.
Just tune into the nightly news on most any network as there seems to be a good bit of talk about global flare-ups. And, if some cases acts of war. One thing, that I have noticed through the years is that the markets do much better during times of world peace rather than one of global conflicts. A continued cold war between NATO and Russia will certaintily retard the overall global economy. Surely, certain sectors will do well while others will struggle. What has to be done is to find a way where Russia can make exit and save face. Shutting energy supplies off to Europe hurts both. Seems, a good means to settle this is a CIA type payment arrangement (Cash In Advance). And, for those that these energy shipments have to pass over their lands ... they collect a transport royalty.
The problem though lies when one party tries to take advantage of the other(s) and unfairly become enriched at the expense of the others. Seems that is where issues now lay.
Old_Skeet
http://www.valuewalk.com/2015/03/us-and-uk-troops-to-ukraine/
As to Russia, and of course; in particular, Mr. Putin......
.....psychopath or sociopath, or a blend.......
So, why is this fella on the path he has set for himself and the country in which he lives and rules??? Is he mentally ill by a chemical imbalance or has he formed himself into what have become his actions since coming into full power years ago?
Yes, folks like him can have an affect upon investments, in certain sectors and for short time frames, perhaps.
It appears to me, since the 2007/2008 market melt; that the main driver in the markets where most of us invest, (1)is the cost of money and (2)whether the money is vunerable to destruction of value via liars and cheats who have misrepresented the quality of a given issue of credit, be it cash or bonds; and/or those who have leverage that can not be covered in the event of a failure of "faith" somewhere within the financial system.
The risk/reward system has different standards for all, eh?
I don't feel the Putin's of the world, affect the markets, at this point; with the current level of tensions. This doesn't mean that a higher level of planned tension from actions will not affect some markets in the future.
The baby black swans are hatched somewhere in the world, now. One does not know which one(s) will have a meaningful affect in the global world of money.
Regional/local black swans are in place every day of the week, somewhere on this planet; but they don't currently affect our investments in FHLC , HEDJ or other.
Catch
Hard to tell at by just looking at the charts the basis for his bull/bear metrics. But it certainly indicates bullish.
Quick search on internet shows he does like to be in the news. I noticed that last year he stated that we were entering the 4th (euphoric) stage of the four stage bull market cycle.
Do you sense a "euphoric" attitude for the markets?
Thinking a bit more about complacency...the market still seems quick to react on an individual stock basis to headlines, earnings, analyst reports. So, maybe not quite a complacent as I thought yesterday. And, I see Ted's latest links show investors taking more money from equity ETFs last month.
Complacency in the market, I believe, becomes an issue when investors are reaching for gain while ignoring attendant risk. Which seems to align with the euphoric description above.
I remember in late 1990's most folks young and old were all in stocks. That was the place to be. Expectations were 20% per year, seems like. These days, after two 50% retractions, it's hard to see that kind of bullishness or "euphoria," except in documents like Dr. Yardeni's.
Oh well, enough rambling. Thanks again. c
Putin is a leader drunk on power. One example would be the recent ASEAN conference in Melbourne Australia. Putin had a relatively large Russian naval fleet stand off the Australia shores while he was there. This return of Cold War tactics also included Russian bombers flying over NATO country's airspace in violation of treaties. I have read that Russian fighter jets are routinely violating US airspace, particularly in Alaska. These actions involve scrambling our fighters to intercept and escort those jets out of our airspace. Operations get tense and all it would take would be a mishap to inflame tempers on both sides.
i mean, don't get me wrong. i'm huge into health care -- probably 40%, if you include everything that's in my balanced funds. i'm just saying that, from what i've seen and read, expectations for HC are in the 20%/year range, if not more.
Go PRHSX! Go FBIOX! Go PJP!
(my pure hc holdings.)