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davidrmoran
I myself see a big pullback coming in the next six months but I don’t know that I have ever been correct over 45 years. I will put a lot of money in if a 10% pullback comes. I expect you r being prudent depending on how old you are. The thing is, if you’re young, you might as well stick it out and not try to time. He said.
Good read. My conclusion over decades is that good funds will continue to be top funds
in the future until markets change and why I started investing this way in 2000.
sounds as though you have done some backtesting.
I held a lot of tweix, cgmfx…
The following article provides several suggestions on how to secure your retirement portfolio
when market anxiety is high.
https://www.msn.com/en-us/money/top-stocks/market-anxiety-is-running-high-how-to-secure-your-retirement-portfolio/ar-AA1Fk9bO
…
These are many tempting ideas to read for one who has 95% of his egg in FIGXX earning 4.17%
Normally chasing a few basis points isn't worth the effort, but ...
Or you could roll short maturity Treasuries. ... About the same as VUSXX and you don't …
I suppose many saw this already:
https://paulkrugman.substack.com/p/a-conversation-with-barry-ritholtz?utm_source=post-email-title&publication_id=277517&post_id=164274091&utm_campaign=email-post-title&isFreemail=true&r=tcpky&…
PRWCX is available in Merrill accounts. I dip-bought a bunch a month ago and it's up 7% --- luck.
These are many tempting ideas to read for one who has 95% of his egg in FIGXX earning 4.17%.
direr than the usual:
https://heathercoxrichardson.substack.com/p/may-22-2025?utm_source=post-email-title&publication_id=20533&post_id=164216050&utm_campaign=email-post-title&isFreemail=true&r=tcpky&triedRedirect=true&ut…
Dunno.
Probably not farmland.
Possibly: smarts, information, education, curiosity, tolerance and intolerance of intolerance?
I just spent a long weekend in Flushing (funeral, receptions): Jews, Asians, some African-Americans; schoolteachers, c…
You are assuming that his “who we are now“ means diverse. Or something. Hard to tell exactly what your argument is against what he actually wrote. But you have always had a thing about him for some reason.
Anent the fantasy of US "reindustrialization," Krugman today:
The economy changes over time, and so do the industries in which people work. A century and a half ago, despite rising industry, America was still largely a nation of farmers; today hard…
Howdy folks,
The military could have one the war, but the politicians didn't have the balls.
Alas and alack,
And so it goes,
Rono S/Sgt, CoA 1stReconBn 1stMarDiv Mar68-Nov69
Nope
History is clear
Also, by now, about the massive lying
…
Several people have pointed out, whether they are conservative or liberal 2A types, Just wait until they bust into a household where there are one or two AR15s
>> a large plurality voted him into office
huh ?
His vote count did not quite get him to a majority of the total votes cast. He came in just a hair under 50%.
Your 'hair' was 1.142M voters. The number needed plus one to reach majority. Abo…
Made a few hundred bucks dip-buying and today selling TCAF and JQUA. Foolish in hindsight, and hardly worth it. Everything in 4.2% MM now except for modest positions in long-underwater BSV and CCOR.
krug on 'sudden stop' of foreign capital
https://paulkrugman.substack.com/p/stop-in-the-name-of-trump?img=https://substack-post-media.s3.amazonaws.com/public/images/116f69f1-d6cb-497a-94a6-08a22e02145f_2210x928.png&open=false
At David. I have lots of respect for Romick and I hold lots of Cash too. . I don’t need to pay 1% to hold my cash.
To repeat myself, either you trust a manager or you don’t trust a manager. Let him do his thing and leave him alone, or get out. W…
Romick is a smart manager but I find his fund too expensive for holding 26% cash.
Standing complaint for decades
Absolutely best to stay the hell away if you don’t trust the manager’s judgment
loose canons are everywhere these days
deluge of deliberate misinformation and stupidity, quite astounding, and consequential
https://open.substack.com/pub/paulkrugman/p/repost-the-fraudulence-of-waste-fraud?r=tcpky&utm_campaign=post&utm…
y’all need to keep up, watch Maddow, follow McMahon, jeez
// Yes, Education Secretary Linda McMahon said 'A1' in response about AI
The education secretary was answering a question about technology in schools.
this is smart, also blistering
elaborates on the NYT quote above
https://open.substack.com/pub/paulkrugman/p/will-careless-stupidity-kill-the?r=tcpky&utm_campaign=post&utm_medium=email
