yogibearbull

Activity

• 
  yogibearbull

  PROFILE - Revised, 11/17/24
  
  Professor Emeritus at UIC Engineering has social-media presence as "yogibearbull" or "YBB" or "YogiBB". His interests are in personal finance & financial literacy & independence. He is active at ProBoards (PB), X/Twitter, Facebook, Threads, Morningstar, Mutual Fund Observer (MFO), Big Bang & community e-paper IndoUS Tribune. He supports personal charitable activities through a donor-advised fund (DAF).
  Facebook PAGE. https://www.facebook.com/yogibearbull/ ;
  Facebook TIAA GROUP by YBB www.facebook.com/groups/871594667250126 ;
  Threads https://www.threads.net/@yogibearbull ;
  X/Twitter https://twitter.com/YBB_Finance ;
  PB YBB Website https://ybbpersonalfinance.proboards.com/ .

  November 17
• 
  yogibearbull

  Series presented at MFO:
  
  AAII Sentiment Surveys (weekly)
  Barron's Funds Quarterly (quarterly)
  Barron's on Funds & Retirement (ad-hoc; when there are several stories)
  FOMC Statements (about 6 weeks)
  Fund Allocations (Cumulative) (monthly)
  I-Bond Rates (semiannual)
  Stable-Value (SV) Rates (monthly)

  May 1
• davidsherman → yogibearbull

  RiverPark Strategic Income Fund (RSIIX, RSIVX) is advised by CrossingBridge Advisors. The Fund left the RiverPark Funds family.

  January 6
  • 
    yogibearbull

    Thanks for clarification. I had checked M* before posting and it showed/shows:
    Advisor(s)
    Riverpark Advisors, LLC
    Sub-Advisor
    Cohanzick Management LLC
    It could be just M* presentation when a financial firm that can do its own advising uses an external advisor.

    January 7
• Jim0445 → yogibearbull

  Yogi,
  Before I posted my comment about my beloved former professor Donald L. Tuttle, I thought that I had read somewhere that the firm where he was listed as a senior advisor was associated with the subject fund. Today I can't find that link so I must be mistaken. Sadly, I just learned today that Dr. Tuttle passed away just this week, on August 21, 2023. He was an excellent professor and an even better man. After completing his undergraduate class, he invited me to attend the graduate-level investments class that he taught as well. I later earned an MBA (Finance and Investments) at City University of NY where Marty Zweig and other Wall Street figures taught part-time in the Evening program. I regret my post about what I mistakenly believed might have been a link between Dr. Tuttle and Cramer.

  August 2023
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  johnN → yogibearbull

  Thankyou so much

  February 2023
• 
  johnN → yogibearbull

  You are right sir
  Keep dancing near spy 3666 areas

  September 2022
• 
  johnN → yogibearbull

  Ty sir
  
  Think placements these puts sale to open (8 weeks maturity)
  jepi strike price 40
  Asml 395
  Voo 320
  Tsla 620 or 640
  
  Free $$

  July 2022
• 
  davidrmoran → yogibearbull

  Ybb,
  I am alive and well, thanks, and do read the forum. I don't post Krugman articles few read anymore, or similar from my exhaustive personal daily reading, having decided life is too short and too packed for such. I don't ask the many questions I have about my new love interests CDC, DSTK, and CCOR (also STIP), which do not get much if any informed comment.
  
  I am shocked at how bad things have gone, how down I am financially, for few really good reasons, imo.
  
  I am no longer in CAPD and wish I had not dived quite so heavily into VONE. I don't regret having a lot in FMSDX.
  
  It'll all turn at some damn point. I will move a lot from VONE to CDC and DSTL, I expect.
  
  The actual straw for me, apart from my general 'overbusyness' trend, came when The Smartest Guy in the Room went on splitting hairs over and defending inadvertent / unintentional naked shorting. Life is way too short for such, good grief.
  
  I hope you and yours are safe and well.
  
  -- David

  June 2022
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  bee → yogibearbull

  Thanks for the article...love the industriousness of bees. Very important species. Making honey for themselves, their Queen and for the rest of us.

  June 2022