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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.
@DH, see if you can think hard and figure out the reason for those three articles. Then ask pasha what the relationship is between the reason you have come up with and ACA itself. (Helpful hint: There is no relationship.) We know you are rooting for…
@MikeM
>> Doubleline actively managed fixed income portfolio
Yes, exactly, that's the secret bond sauce, as I was trying to explain. Courtesy Gundlach the pol prognosticator.
But not 40% or anything close to it. Their own announced benchmar…
Right, but it is not really a conventional balanced fund by any means, anymore than say AOA is. It does have that balancing bond component / secret sauce.
@VF, no, not wishful thinking.
It's interesting to me that if you diy and combined CAPE w …
>> Murdoch's decision to thin out the Journal's ranks.
And not only that:
https://www.nytimes.com/2017/02/14/opinion/the-struggle-inside-the-wall-street-journal.html
If you're really talking 3-5y, I always suggest looking hard at a combo of PONDX, PDI, and FRIFX, examining their worst-case scenarios to see what you could tolerate.
FSICX and DODIX are other things to look at (FBALX also, and similar; also BND, B…
Well, here we go. This (if successful) is going to blow the minds of many DT voters:
https://www.thenation.com/article/the-battle-for-obamacare-starts-now/
>> The question is whether Trumponomics is the real deal?
bwahaha, that is not in question
>> If forecasts of faster growth turn out to be hot air,
If this guy can even pose that seriously, it is hard to take seriously anything in h…
Difficult to disagree in the abstract, ... but if a money manager likes a pol who preaches that free trade is harmful, does not know what a strong / weak dollar means, opposes getting the min wage out of the 1970s, stiffs subcontractors, denies glob…
Well, since Nov it's been serious rock 'n' roll for him.
I failed to make clear that I bailed on CGMFX because I retired and needed to recalc holdings in all sorts of ways. I also bailed on Soviero then. I was with him too for a good spell, and on…
Yeah, he's 77 this year. Wonder what it was he bought in November. I bailed some time ago. But was with him for decades prior.
I guess M* thinks WEMMX has backup.
@sma3,
Right (Bloomsbury). Though I imagine being found unbearable by that crowd, or most of its members, might be an honor.
I insisted my kids take a range, since we were paying, so the econ whiz took lit, art history and music history, and the a…
It's apocryphally repeated among English majors that when, in the late 1950s, some professors (Yale, I believe) drove up to the Hartford accident and indemnity insurance company where the great poet Wallace Stevens had worked for 40y until his recen…
Perhaps of interest:
>> the case for either a huge Trump effect or a huge Trump bubble is a lot weaker than you might think.
https://krugman.blogs.nytimes.com/2017/02/07/is-there-a-trump-bubble/
(slightly OT) some actual savviness on trade:
https://www.washingtonpost.com/opinions/the-delusion-that-openness-has-impoverished-america/2017/02/06/a271e0bc-ebe8-11e6-b4ff-ac2cf509efe5_story.html
Oh, that's book's not bad in general, and in many particulars too. But as a journalist (or anyone else) you're never going to communicate efficiently, 'omit needless words' and all that spirit, much less ingratiate your confidence-boosted readers in…
At the same time readers and consumers love it when they do not feel talked down to, and feel as the writer knows they are to some extent intelligent and sophisticated.
A chief reason a lot of tech writing is so excruciatingly tedious is that TWs …
Since we sometimes intensively discuss, and also misunderstand, probabilities here, history-based, and what it means to predict something, this may be interesting:
http://d2s3dt9f4iyeup.cloudfront.net/images/standard_v1/6372148d-b0ac-4162-a37a-5b80…
I was with Heebner and Soviero bigtime until their luck/skill ran out. The latter seems to have retired, oddly. I had like a ~35x outcome with the former.
Huh? What are you talking about? What's fake about him, other than DT's unpresidented bloviation?
http://www.nbcnews.com/politics/donald-trump/trump-travel-ban-judge-james-robart-soft-spoken-jursist-who-n716816
http://www.vox.com/policy-and-politics/2017/2/3/14493946/repair-obamacare
Krug and others have usefully analyzed the three legs of the healthcare stool --- all-coverage, mandated participation, and means-tested subsidization --- but this article fo…
@DH, evidently you weren't of age in the 1960s into the early 1970s. Your worldview, or whatever it is, would be more sophisticated if you had experienced all of the party identity morphing and pandering from Goldwater through Ford.
@LB
>> Dems chose to go the route of identity politics after their 2x defeat by Nixon and continued it after Reagan.
Now that's droll. You got the wrong party --- precisely backward.
