Here's a statement of the obvious: The opinions expressed here are those of the participants, not those of the Mutual Fund Observer. We cannot vouch for the accuracy or appropriateness of any of it, though we do encourage civility and good humor.
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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.
>> Merrill has fixed that problem this morning.
That 'trading of this security ...' etc. prohibition nonsense has been ML boilerplate for some time (recently), and has appeared for DIVO, CAPE, and CCOR as well as TCAF. DSENX is okay, though. …
correction indicator :)
For many years my father had an investment timing / trend analysis service whose most beautiful feature was his individual (per client) hand-drawn and -colored moving averages serving as graphics for his nicely written new…
@larryB,
haha, what you said:
>> fascinated by how the algorithm seems to have lost its mojo after a long and sorta steady run
only the tired 'value' lesson of 'works until it doesn't'
Also like CCOR; that defunct growth-over-value thing…
Anyone know if the concentration of holdings in a relative few companies is historically significant? I know the index is cap weighted but is todays concentration out of the ordinary? Thanks for your replies.
Not responsive to your specific questio…
Gee David, you and all the other guys beating off on politics doesn't have much to do with investing.
It's not my forum. I'm not responsible for moderating the standards. But I can ask.
actually, it does have to do; but my question was only about b…
@David_Snowball. If you can't move the thread, maybe you can lock it.
All the trees and bushes have been peed on well more than once.
sure, but so what? I mean, why lock it? what is a good reason?
@dtconroe,
Dude, you have lost your mind if you think I dismiss BLM violence or whatever your fantasy is; am a spokesman for Dems, or whatever your fantasy is; or don't condemn bad actors on the supposed prog side, or whatever your fantasy is. Chr…
This piece full of subtleties may interest you
https://www.nytimes.com/2023/05/31/opinion/politics-partisanship-delusion.html
and might seem to augment some of your wishes. I think it also, or largely, does the opposite, but I offer it for the nua…
@dtconroe
>> use adolescent/trumpian namecalling in your posts
>> entrenched and partisan posts.
More than twice now you have trotted out your academic credentials re training in evidentiary processes and so on. You are going to have …
More expert people :) were pessimistic the last months than was warranted by any good evidence I was aware of or heard about, and even today on Bloomberg radio I heard a guest woman analyst or advisor almost guffaw after the reporter-analyst talked…
@dtconroe
>> Your description of "evidence" has a strong smell of cherry picking to support a very biased point of view.
huh ?
You posted that your mind-made-up wife does not want to be shown a survey and so I asked what kind(s) of eviden…
some interesting related reading today
monopolistic gouging
https://www.nytimes.com/2023/05/29/opinion/inflation-groceries-pricing-walmart.html
'I know, I know, I just didn't like Hillary'
https://www.nytimes.com/interactive/2023/05/30/opinion/b…
@dtconroe
>> Regarding the price of gas, cost of food, increased utility costs, home repair costs, etc etc., she blames Biden for that, and she is frustrated with the Democrats in general for not doing more to prevent that.
that's great
&g…
@dtconroe,
So the wife of someone who is thoughtful and has spent his long career in social service in a totally backward state is
>> worried about the safety of our grandchildren in school classes,
along with many other suppertime (larg…
Well, however much we generalize in whatever direction, an enormous, simply astounding number of people regularly elect officials and support policies where cruelty and niggardliness and outright inconsiderate sadism (to go redundant) are precisely …
@Baseball_Fan
>> C'mon I would think just about everyone would agree to ensure kids, disabled, down on their luck, elderly should get all the assistance they need
You really don’t keep up, do you? Maybe stop posting until you get informed …
new (persuasive) thoughts on inflation
https://messaging-custom-newsletters.nytimes.com/template/oakv2?campaign_id=116&emc=edit_pk_20230526&instance_id=93572&nl=paul-krugman&productCode=PK&regi_id=22268089&am…
@davidrmoran,
I offered this for discussion back in 2020 from the poor swiss website:
updated-trinity-study-for-2020-more-withdrawal-rates/p1
Nice to see further updates. Thanks.
thanks for reminder; I did do a site search, so as not to take nove…
@bee. Excellent post. Please consider adding the potential drag on your retirement portfolio due to excessive taxation as well...
go on, please
what is your tax rate? what do you get for it?
>> an American economy in recession, along with high unemployment,
cool
we are truly doomed this time, since neither of this is true, has been true, or is going to be true,
not remotely
JMarshall TPM:
Shit Gets Real
There’s a really stunning report out from the Journal last night. Corporate bonds at some of America’s top-rated companies are now trading at a yield discount to Treasuries. This isn’t quite the same as investors think…
A default will happen, the 14th will be invoked, emergency petition will be filed in SC and SC will validate the use of the 14th.
That should put a nail in the coffin of a debt ceiling law that conflicts with a constitutional amendment and return(r…
As msf posted a while ago, ML also offers Fidelity mm funds >4.6% (at the moment).
No sweep functions (meaning it takes a little planning to move your moneys about), but otherwise a fine thing to use and quite a departure from the past.
In re…
this influenced my decisionmaking 8y ago and I have not regretted it
https://www.usatoday.com/story/money/2015/01/16/investing-international-funds/21825245/
@sma3
You would think (meaning I would think) that anyone who reads Desmond would know not to overstate:
>> ... get into the weeds where all the savings is
>> The money savings in healthcare alone is astronomical
>> Private Equi…
