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davidrmoran
Too cynical for me, and not in accord with my (long) experience in business or finance.
Wondering if you know many fund managers; I do a few.
All my questions are serious, although you may be one who simply enjoys or automatically leans toward impugning; interesting you take an assertion being challenged as being combatted.
Whatever. You wrote what you wrote. I called you on it. That's all.
Yup, fascinating, and typical American industrial history.
I think I have met, at my in-laws' house (and their funerals probably), more than one Wallace Barnes, each of course successively descended from the original ancestor.
https://en.wikiped…
Not CT, PA, but every state with a Bristol thinks the hit was about them.
My wife is from Bristol and my late father-in-law (and maybe his own father or fil) worked decades for Associated Spring and Barnes Group (partly descended from New Departur…
Alternatively, maybe, a somewhat brighter future possibly, in the tradition of DClinton, HMann, and Ike:
https://www.nytimes.com/2021/11/22/opinion/biden-infrastructure-spending.html
Exhaustive and yes, pretty interesting at first pass.
One might be inclined to pay little attention to someone in their early 30s with academic experience elsewhere, but she has an awful lot of hardscrabble to her life too:
https://obpedia.com/ly…
more nuance to the dynamics and variables
https://messaging-custom-newsletters.nytimes.com/template/oakv2?campaign_id=116&emc=edit_pk_20211119&instance_id=45812&nl=paul-krugman&productCode=PK&regi_id=2226808…
while partisan negativism and disconnect rule --- 'you all are doing lousy, but I'm okay'
https://messaging-custom-newsletters.nytimes.com/template/oakv2?campaign_id=116&emc=edit_pk_20211116&instance_id=45534&nl=paul-krugma…
Shiller p/e about to touch 40, regular SP500 p/e 30
Allan Roth today tweets about the new M* 3.3% SWR guidance (30y lifespan; probably already posted here)
https://www.morningstar.com/articles/1066569/whats-a-safe-retirement-spending-rate-for-the…
It calls for login much more frequently than other websites, clicking Keep me signed in or not. Nothing to do w clearing cookies. Weird and a little annoying, but if you have saved your login and password, not a biggy.
and much of Europe
https://messaging-custom-newsletters.nytimes.com/template/oakv2?campaign_id=116&emc=edit_pk_20211112&instance_id=45273&nl=paul-krugman&productCode=PK&regi_id=22268089&segment_id=74…
Ah, I guess he left out technology before stocks.
Yes, that was a bad 2.5y. And then a loong haul, sure. Good thing I was in the diversified TWEIX instead (Fundalarm recommendation, iirc).
Anyway, what is your takeaway from Roth? Avoid tech now?…
Your comment above has (not surprisingly) more intelligence and substance and less unhinged alarmism than the Roth guff.
At least until you get to the '50% fall' and 'important question' parts. :)
I did not say anything about Zweig.
The article…
"Good"? A preposterous fright article seems more like it. Zero substance.
(And ... teddys include 2.5y and 1.5y dips?)
What would cause a protracted bear market? Fundamentals (overvalued) aside, if the market fell as he scarily suggests is poss…
FPURX and JABAX might suit if not too gogo --- at the 50% equity bound at their low end range, which I suppose these days they never reach. Same LG nominal style as Weitz. FBALX too, and its style is nominally LB.
'The Fund seeks long-term capital appreciation.'
M* is not making up their data feed, I expect. The fund evidently has adjusted its mix. Why not? Unclear about the anxiety part.
Chris Hayes's take:
The entire economy feels a bit like the moment a big concert or playoff game ends and everyone's trying to get out of the parking lot. "Transitory" can last a maddeningly long time, but the conditions that produce it are, indeed…
maybe women follow winners (he said, unsurprised)
https://www.morningstar.com/articles/1064755/the-losers-curse
I am thinking somewhat more of this has to do w the bull market than acknowledged ...
reserving the right to reject orders exceeding ...
You were given imprecise information. Fidelity, like most fund sponsors, puts in boilerplate allowing them to reject any purchase, including a purchase via an exchange if they feel it would disrup…
computers are largely cheaper in many senses compared w the last time I needed to upgrade ... what is your timeframe?
wine and spirits, some
many TVs, depending on when you are comparing (1y ago ? for everything)
some housing, in less "desirab…
It remains interesting. Turns out the prospectus, like most, has, or is officially reported to have, vague language about reserving the right to reject orders exceeding yada yada ...
without any figure given, said the rep.
He added that the curr…
Some here enjoy Krugman's thoughts, and today he qualifies the above:
It’s been a troubled few months on the economic front. Inflation has soared to a 28-year high. Supermarket shelves are bare, and gas stations closed. Good luck if you’re having p…
Family members with Vanguard complain about their c/s, like everyone, but I have to report here that I just tried to place a Fidelity fund Sell All before the close and got blocked for 'dollar amount --- see prospectus'.
There is nothing about it …
tnx; if only the king understood
for this Joe, assume residence where no bond options are desirable, and assume regularity of inflation (rising line, more or less straight)
always compare w vong and voog over various timespans to assess added value, including from right before and after the covid dip
but in my brief looksee it's clear the fido ones are winners (a notoriously aggressive growth shop) and one or two of …
welcome; I wish doing so helped my understanding more, although for me it does always prove useful to research and write things down, while rereading smarties here.
I have trouble ripping off Barron's, but last spring Forsyth seemed not a fan of …
>> Help us understand whether the reason you gave for excluding home prices from the CPI-U also excludes the cost of college educations.
Can't; just a sense. But I had not delved the OER paper below.
If I had a really good answer about educa…
My initial objection was to the assertion as to the reasons for the removal of home prices, nothing more.
>> removed from the official price indexes owing to political and statistical issues.
A lame, misleading (not only silly and tendenti…
