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.
Support MFO
Donate through PayPal
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.
>> Read up on how no nation who's nation debt exceeded 90% of GDP has recovered economically.
? Do you have anything for this? Other than Glubb's vast views.
You may find much of interest in the below link, some of it perhaps even supportin…
>> most economic theories are an attempt to manage an economy from the top down. >> ... I think the key to economics from a governmental standpoint is to understand the possible effects of government actions on an economy and not follow…
Roger, and apologies again. My bad.
It's funny, whether you like the guy or not (personal style etc., although he doesn't rub me the wrong way), all you have to do is read a lot of Krug and you can find out data and examples for all questions.
Meh.
I shoulda begged Dex not to respond, sorry. Lots of examples where it's worked, but one would have to read to keep up, and want to keep up.
Apologies, and yeah, an old and tiresome, oh so tiresome, response. No more PSAs.
@VintageFreak
That core fund LCORX has sure done well recently, since the new kids took over. And that with lots of cash/bonds. I am not seeing the appeal so much compared with GLRBX and all the others, nor with my goal of 40-40 DSENX and PONDX, b…
If you think you might ever want to trade or time even a little bit (interest rates and reactions thereto), you can get a fine ETF mix going 50-50 AOR and AOM.
Krantz is pretty solid, and I am glad he remains there now that Waggoner is gone.
Yes, SPY is well-superseded for anyone who does reinvestment. SCHD is one favorite, but if I were not retired I would put a ton into RPG and RPV 50-50, which oddly ou…
This is like the third time this has been posted:
http://mutualfundobserver.com/discuss/discussion/comment/66199/#Comment_66199
I just thought it was an interesting column about productivity and monetary base policies, that's all.
? You may not have read about all the austerity measures they have already taken, and how their 'sloth' compares with others'; it is covered in detail elsewhere on this site. Will try to find the links. And your eloquent paragraphs reiterating the s…
>> refuse to sell because of their confidence in the fund manager. That and the fact they can't admit they were wrong.
Not *quite* following, though I get the spirit. If I have confidence in a manager that I think is warranted because eviden…
Investment costs have nothing to do with this other than their normal role, meaning all calcs are after ERs, at least in my calcs. That was not my question and was not something I missed. I was only making a dig at how once you go down to very very …
Because way sharper and more widely informed than you in this area, that's how. Plus I know what false premises are. But you can have the last word yet again.
Yes, this part I get, but my question was the whatif endpoint = zero and period = 35y max, and cash only? Which you partly, perhaps wholly answered.
I suppose if inflation ever got really bad again a mil drawn down $20k/y would disappear in less ti…
Sorry not to be clear; I would never advise anyone, even conservative and risk-averse, provided they would not OCD over things every day or week, to be in anything but 100% equities at that age. All contingency funds, whether dry powder or emergency…
This seems very strange, but I have a math question for everyone smarter than I in that area:
Once you are down to the 2% and lower SWR, is it not the case that you might as well put it all under the mattress and take out what you need till it's g…
>> The land was empty (-ish). It no longer is.
As someone who spent 12 days in native Ohio a couple months ago, zigzagging across it, and as someone with lots of friends from Kansas who also go back regularly, I can tell you this is not the …
>> All the articles you post are not relevant and are attempting to justify trade deals.
It appears Dex has not actually read the arguments, to keep repeating how harmful it is. Not that it is not, in some ways and to some extent. No one que…
Jeez, that's why I put in my last sentence.
Free trade and open borders have serious, lasting, well-recognized, quantifiable benefits for everyone (not only benefits, of course; it's a complex world economically and most other ways) and especially…
Actually not the case, though these are widespread misconceptions.
On trade:
https://www.whitehouse.gov/sites/default/files/docs/cea_trade_report_final_non-embargoed_v2.pdf
Borders:
http://www.forbes.com/forbes/2010/0628/special-report-immigratio…
I well remember those 3% Fido loads, especially on the Select family. I started my 401k in the 1980s and we could put a portion in Select Technology for no load. In the early 1990s ditto for FLPSX, thank goodness, which had started at the crack of 1…
>> FLPSX started as a domestic small cap value fund,
It did? Not doubting you, just have been in it from very early on and don't quite recall it that way. Should check.
Thanks much as always for listing considerations. This would be in kind, funds, not cash. However upon doublechecking I discovered that self 401k, which goes way back, is not underwater at all; don't know what I was thinking. Large gain over the dec…
I have a duh and d'oh question. I am in the middle of rolling over a self 401k into a rollver IRA. With the recent declines, it is at breakeven or slightly underwater. Is there any reason NOT to convert it to a Roth now instead?
I don't know the min amount at Fido for getting their Amex card, but for anyone who charges 10k or more a year (making this part up) I would think it would be worth it to have an account of any sort there, even money fund, just for the 2%-on-everyth…
