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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.
For a good up-to-date higher-level view, see also
http://nymag.com/daily/intelligencer/2016/10/obamacare-is-a-policy-triumph-and-a-political-failure.html
@Sven, yes indeed, most of our nut is there. And now that I have bailed from the Yackts and Parnassus, even more.
I have never owned CAPE on its own. I just track it irregularly, and am always (a little, but decreasingly) surprised to see it outper…
Fwiw, CAPE has seriously outperformed SPLV (also SCHD and similar) the last 4/3/2/1y/ytd, and if you track closely during drops, much less jumps, you give up effectively nothing in terms of 'volatility.'
I myself ended flirtation w/ low-vol etfs s…
A weak article for Rekenthaler, very weak, for the reasons given at top, and some of the comments, chiefly Darwinian's (he or she is almost always astute and sometimes brilliant, as here) are spot-on.
>> ACA gave states a lot more flexibility in designing programs like this than I think many people realize.
If they made use of it and did not abandon or fight it tooth and nail. Just google
ACA red states
to see some real horror analys…
Don't judge me, or others, pious dude; you post junk, often, not always, but then always always always attempt the high-road tone. Cite the survey. Be substantive. Stay on message.
I don't mind being foolishly condescended to by any elder, I am pl…
>> Perhaps these documents might soften your strong opinion. I hope so. Neither Jaffe nor Natixis deserve your BS judgment. You may not believe the survey results, but they are the results.
MJG, I just know you are gonna say you read the dura…
@rforno
Totally agree re their excellence, but have been so satisfied with DSENX / DSEEX outperformance persistence that I am not missing Parnassus yet.
(Was reading recently about DOD, SDOG, RDIV, DTD and others in the uncovered-value space, and C…
Here are some deeper and subtler analyses I found instructive:
http://www.politico.com/magazine/story/2016/10/problems-obamacare-misunderstanding-healthcare-reform-214364
http://www.vox.com/the-big-idea/2016/10/7/13191250/obamacare-exchanges-crisis-…
we need grandma to unretire
http://www.circopedia.org/Barry_Lubin
https://en.wikipedia.org/wiki/Barry_Lubin
A great outfit:
http://www.nytimes.com/2016/06/05/nyregion/can-the-big-apple-circus-be-saved.html
Oh, I inferred you had substantive thoughts. My bad.
Gotta go wring my hands. As a history minor I read plenty about supposed empire lifecycles and the stages.
ACA as milepost to collapse is a new notion, though. Someone better tell all those mi…
jeez, just read up a few inches
>> Maybe ACA is going to kill us all. In any case, it is reckoned with as it unfolds, by and large, not down the road, invisibly. I thought (somehow) that was your point.
>> (And do you have better ideas…
Will do, tnx.
Of course 2.5y is too old. How could it not be? I am not sure you understand what these kinds of reports are for. Fortunately even this WDC modulates and changes (a little), as does economic performance.
The latest is again fascinati…
Here ya go. This will probably disappear now that it's posted, but anyway:
https://www.tdameritrade.com/education/tools-and-calculators/morningstar-instant-xray.page
Wait, you are citing a 2.5yo article from a Kristol rightwing mag? Seriously?
Talk about not knowing things.
Maybe ACA is going to kill us all. In any case, it is reckoned with as it unfolds, by and large, not down the road, invisibly. I thought (…
What future obligations for ACA? What are you talking about? No one's kicking it down the road so far as I can see from reading.
As for debt, what matters is percentage of GDP, not total, and there are legitimate arguments about that percentage, a…
Wow, what is wrong with people ? This is beyond a circus.
http://www.salon.com/2016/10/13/fox-business-host-lou-dobbs-tweets-phone-number-and-address-of-donald-trump-sexual-assault-accuser/
Dobbs? Who knew he was a wingnut pig? (Turns out his info…
Read up. I believe it is CAPE, effectively, and then the extra bond sauce accounts for the outperformance. I mean, just track DSENX vs CAPE.
Three years old now.
Every month it buys low and sells high SP500 per C A p/e. Study it. What would mean…
the etn CAPE has gotten totally conflated here with the Shiller p/e analysis tool C A P E :)
happens all the time here, like w dca and etf and all those things which if you do not lowercase them or separate them become trading symbols automatically
