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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.
I think his breadth point is real and important, but then there is this fine comedy:
https://www.washingtonpost.com/politics/in-turmoil-or-triumph-donald-trump-stands-alone/2016/04/02/8c0619b6-f8d6-11e5-a3ce-f06b5ba21f33_story.html
All anybody can talk about w VXX is its almost total drop from the getgo, but it is possible to week-trade it, or month-trade it, if you're nervy and have some hunches about short-term market movement. He said (I ain't done it, yet). And willing to …
Not me; usually the inverse of good timing :( .
Such foreign and reit as I have I have not sold, just am not really seeking to traditionally diversify anymore, and am not adding to such positions.
Have modest MC (FLPSX) and I think almost no SC.
LC…
BenWP,
I use it only to check against other LC funds, do not own and did not know about its issues.
I also guess I did not adhere strictly to usual definitions of growth.
I am a large and longtime DSENX owner myself. I try without success to figu…
Unless you are committed to tech, whatever I was researching and considering I would compare against RPG, NOBL, OUSA (v new), CAPE, and FCNTX, ups and down and totals for as long periods as possible.
>> At the base of the market trough in February 2016, valuations were higher ... maybe broadly ... than they were at the peak preceding the 2007 crash.
Doesn't look like it, quite, but hard to tell :
http://www.multpl.com/shiller-pe/
Those Lincoln quotes are astounding thoughts to cite from such successful investors. Obviously household guidelines, which have zero applicability to a largely self-dealing economy.
>> "flawless execution" ... and the "opportunities [that] exist for Valeant long term"
Huh. Well, this fine deep piece of reporting appeared mid-January:
http://nymag.com/daily/intelligencer/2016/01/valeant-wall-st-darling-to-pariah.html
S…
Well, thinking of public civil demonstrations / unrest, nonviolent and otherwise, not to mention notorious political murders (and public ones of private parties), I just looked at Fidelity Trend and CGM Mutual 1962-'75, from the civil rights momentu…
Interesting work, partly new and certainly confirmatory. Does anyone know of any scholarly work w backtesting for equity portion (whatever % it is) omitting smallcaps?
Boy, Roche oddly avoids real substantive grappling with the studies cited in the NYer article, skimming or overlooking by my read. Lindzon seems more substantial.
>> I'm not going to take the money that we're depending on for groceries, medical care and home maintenance over the next decade and dump it into stocks.
I am, and have. Not all, so maybe that means I haven't :) .
I emailed Roseen and he was altogether dismayed at Reuters's bad work and will have the hed fixed x 3.
Yes, someday adverse may join averse, alas, as will loathe for loath, and miniscule for minuscule, and all the rest.
There is indeed always so…
So in a margin account 30 days after purchasing FCNTX I can buy more of it (it, not a stock) on margin?
Etfs are marginable, maybe already pointed out.
>> brokerage agreement in place to permit using them for settlement.
wtf? Since they ought not to have let the trade take place from the getgo, I would simply tell them you are going to document the entire thing to the various compliance ent…
Would be an interesting perception vs reality natural experiment, although unknowable since we cannot alternate them over 2y or 3y.
Trump initially gets WS and WSJ types hyperexcited and talks the talk, that is before trade policy revolution occur…
Well, this was on a beautiful summer day a few years ago; it just was striking how much nicer it all was than decades earlier. Used to go to Chicago as a kid 60y ago, and then 30y ago for tradeshows.
As someone who attended the UofR, I know what yo…
All good points, from educating the historical imagination to the flexibility of grammar. Misunderstanding and misidentifying a long sentence as a runon are something else, though.
