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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.
What would the turning point be and how would it be arrived at and proceed? Necessarily a general broad slump (SP500), no? Or sentiment where the lower-valuation SP500 were somehow deemed excessively expensive and the higher-valuation SP500 not?
Th…
You do not understand quotation marks either. (Repeating something you wrote, not something the writer would ever say, which is what is understood without quotes.)
Can't tell if you read past the $10T point in the Atlanta Fed text, but no matter.
Not, and never, 'only help'. No one thinks that. I suppose it might have been oversold in the past. But the benefits to all, worldwide, are 20-1, never 20-0.
I will see if I can find my brother's MOOC for you to watch, if available. Your understand…
Thanks. Boy, I would like to look close at the 02-04 period and also it seems the 06-08 period and understand what was going on, if that is underperformance I see.
You can get some sense of G vs V just by plotting RPG and RPV over various spans. I…
Yeah, you mentioned that concern before. All I care about is that it continues to seriously outperform SP500, whose value components surely will dip at some point, yes, and all its div etfs.
With considerably less risk and downside movement (as an…
If you place no credence in the tons of academic econ data and studies over many decades showing the pros as well as the cons of globalization, and seriously think it's all bought-off work by lobby and industry apologists, I won't post any more link…
All good --- SSHFX was bruited by Consumer Reports some years ago --- but having today closely reviewed 3y+ outperformance and risks via MFO, M*, and Lipper, I predict beating them all of them in that LV space via DSENX / DSEEX / CAPE, and am moving…
Read up, for the umpteenth time I suggest, and do try and inform your (smart, literate, thoughtful) historical imagination. You must know that all the sixpack (and poorer) families benefit greatly from low-cost phones and TVs and cars and frozen shr…
@msf,
I thought you might enjoy this from the great Chait, esp the middle section about ACA genesis and process painstakingness:
http://nymag.com/daily/intelligencer/2017/01/every-gop-lie-about-passing-obamacare-is-true-about-repeal.html
For sure there are pros and cons and winners and losers in trade, foreign direct investment, globalization, and related "offshoring crap", but these two "historical" takes above are fantastical, almost paranoid, committing among many other thinking …
@00BY:
>> Even if journalists don't like republicans, at least the market does.
Huh ? That isn't even truthy:
http://www.businessinsider.com/democrat-vs-republican-stock-market-returns-2015-12
I would leave any heloc in place, esp if a real good low rate possible, like 3% or thereabouts
Also, does not having a credit line typically help fico scores?
@JC, well, define 'lost' --- as you probably know, she did not lose or even come close, except via the antiquated slaveholder-facing mechanism of the EC. So, you know, get over that too. Indeed, for the PEotUS, Trump's is --- by far --- the largest …
Interesting comments as always.
I am interested in the first sentence of your final para, as it is in contradiction to ACA claims made (perhaps wrongly). These pages actually may concur in your take, but flesh it out to some extent:
http://obamaca…
@msf, did you consult these data as well?
https://www.whitehouse.gov/blog/2015/09/22/new-data-show-slow-health-care-cost-growth-continuing
https://morningconsult.com/wp-content/uploads/2016/12/12-22-16-The-ACA-Individual-Market-2016-Will-Be-Better…
@DH,
Again you really need to study up more, not that your general point is wrong. (But do you really believe that tech is 1/70th of US jobs?? Credulous. Common sense should come into play at some point.)
Tech jobs, in some broad definitions, curre…
Did you study your second BLS link? (First one is down at the moment.) Lots of really good computer-related jobs listed. IT as discussed here, and as traditionally indicated, not so much, and certainly not high-paying.
>> one thing the IT industry knows, it is taking care of itself.
I dunno; it depends. I know a lot of long-downsized IT people from defense R&D work, or from financial outfits, who suffered seriously when gov spending declined and when ba…
seriously wonky and subtle, lots of self-cancellation, but probably not so good:
http://krugman.blogs.nytimes.com/2016/12/27/tariffs-and-the-trade-balance-wonkish/
@bee, yeah, you can defer for that year, but it may well skew (increase) taxes.
I have not yet taken SS and am 70 next spring, when it happens automatically. So I consulted w a couple of financial planner friends about RMD, both of whom said the sa…
Sorry --- forget DSE_X, since that introduces bonds; I shoulda just asked about CAPE.
FT's lexicon defines quant as 'using computer-based models to inform their decisions on whether to buy or sell securities.'
>> ... the more discretion th…
