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.
Sarah Ketterer provides a bracing view of the current market drop. Her advice is to get into cyclicals as apparently Causeway did after 2009, saying we don't often get market opportunities like this one. If only I could sell some bond funds without taking a haircut... At present, I'm keeping my cash stash for the totally unexpected and not using it to invest.
