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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.
My BSV, BND, STIP, VGIT etc. are all down so much I am holding, but I sure do get bummed every time my eyes glance past them looking to see how VONG or QQQ has been.
My more depressing problem is that I have to take an RMD sometime this year out of…
staying steady in the fog
https://messaging-custom-newsletters.nytimes.com/template/oakv2?campaign_id=116&emc=edit_pk_20230321&instance_id=88295&nl=paul-krugman&productCode=PK&regi_id=22268089&segmen…
and
'The bank was using an incorrect model as it assessed its own risks amid rising interest rates, and spent much of 2022 under a supervisory review.'
https://www.nytimes.com/2023/03/19/business/economy/fed-silicon-valley-bank.html
krugman, smartly argued piece, is not much in alignment w my fussy thinking:
... there are good reasons to feel uncomfortable about this bailout. And yes, it was a bailout. The fact that the funds will come from the Federal Deposit Insurance Corpo…
Surprised at the simpleness of so many responses.
What do most midsized businesses do? Spread their money around in quarter-mil chunks and still meet operating expenses and payroll? Honest question --- maybe someone here who has had to business-b…
this provided significant clarity to me
https://slate.com/technology/2023/03/silicon-valley-bank-rescue-venture-capital-calacanis-sacks-ackman-tantrum.html
@LewisBraham
Why did you jump subjects? Local news never did longform journalism of the sort we're discussing, at least not small papers, even in their postwar heyday (to the 1990s or a bit before). Newsday maybe, if we call that 'local'.
Roger a…
I would say you are right, David, if you insert the word “online” between “long form” and “journalism.” The opposite is the case in print journalism.
Hmm. I dunno. I read the New Yorker and NYRBooks in paper form, and I expect that if I took the Atl…
proposals for what is needed down the road
https://messaging-custom-newsletters.nytimes.com/template/oakv2?campaign_id=116&emc=edit_pk_20230310&instance_id=87416&nl=paul-krugman&productCode=PK&regi_id=222680…
@sma - this is supposedly a free link
So far as I can tell it, it in fact is.
One thing to know is that when you get instant ‘Subscribe here / subscribe now’ popups or similar , just click x and close them; I had more than one, but when I got rid …
yeah, the FHA thing is really something to contemplate now
https://www.npr.org/2017/05/03/526655831/a-forgotten-history-of-how-the-u-s-government-segregated-america
Yeah.
I grew up in a Leave It to Beaver family (not really) and city in SW Ohio starting 76y ago, middle-class if not upper-middle-class, but thank goodness had liberally educated, progressive, allocentric parents who knew what freedom is for and…
Oh, in a profit world, all powers-that-be are okay with almost all bad behaviors.
Over time and in the larger picture, shiny cancerous buckeye creeks and farmland will recede, same as images of the torn-apart bodies of bloodsoaked second-graders …
I meant not next step but more generally, what is to be concluded and actionable, now that we know, from your labors.
Interesting 'not all that similar' bottom line. portfoliovisualizer shows 93%-97% correlation over 5y, with 93% their single figu…
@BenWP
>> I don't know what happened to DEESX, either.
My post and phrasing were about CAPE and CAPE only.
As for DSEEX, the M* chart for DSEEX
https://www.morningstar.com/funds/xnas/dseex/chart
shows its growth from end October 2013 t…
@MikeM, I don't know and can't easily uncover what the heck happened w CAPE as of 4/22, but I am sure someone here knows. DSEEX has still outperformed FXAIX for 9.5y and also ytd :) --- but not, as others would, or will, instantly point out, for va…
>> what have you done lately
? SCHD longterm performance shows this is, again, a rather misleading way to put it.
>> Had you looked at the same figures at another point in time,
sure, cherrypick away
>> that we can expect, o…
Over the long term they do slightly better than FXAIX
Do they do any better, or are you just looking relative to a particular moment in time (i.e. now)? Comparing their three year rolling cumulative returns by calendar years (e.g. Jan 2019-Dec 2…
