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.
Can anyone explain what the heck this means? (Ed S):
\\\ One of the other guests raised the question as to whether any of us ever thought about what things would have been like for the country if Al Gore, rather than George W. Bush, had won the pre…
Lying is a little strong, but yeah, you gotta look at the axes. Everything in life is smooth and/or minor if you just get the right aspect ratio :). I sometimes wish they did not even use log for y.
>> Fidelity hasn't offered that [Gold] card in many years, but it still maintains it for the privileged few
I have one, do not use it, and always wondered what good it can possibly do me.
>> in severe drawdown period in 2008, few asset classes escape except cash and some bond sectors.
True, but some did rather better than others (PRBLX, Yackts, e.g.).
I was sort of thinking a value-oriented algorithmic vehicle w/ special bon…
Fwiw, and not that it should or that I really expected it to, but DSENX's recent dive and hopefully notch showed that it offers no extra downside protection; it behaved quite like everything else if not a little worse. Gundlach's contribution to the…
If another drop, I will consider buying RPG and RPV, on margin even, and I am surprised no one has mentioned them, the two best SP500 etfs, outpacing even RSP and SCHD.
>> Surely, none of you guys truly expected to change any opinions with your submittals.
Surely I do, and have, and have been told so here more than once about my own efforts, and moreover have myself had the same from reading what other peop…
@scott, do you read deeply in this area? I think you would find some meat for thought and further modulated thinking. You clearly are thoroughgoingly thoughtful.
>> not just throw money at problems that come back again and again and again. I…
>> No question though that PRWCX beat them all from an absolute return perspective.
Well, for the last year. If you compare Giroux's work up to a year or two ago with, say, Pinto (JABAX), it's equally good (and a bit better than Oak and FP), …
Wow. My beheading is an awfully nice image from you, dude, so surely *that* concludes this discussion. (And the links you post got nothing, just the usual apocalyptic rightwingnut crap; Zodeaux, seriously? Did you read what you posted past the headl…
It is hard for me to fathom how posting an economist's column gets any party started, really; I just thought investors here might be interested in how things actually work and what to sensibly worry about, and what not. Debt less than the savings gl…
>> We all are waiting for you to post something on point for this discussion.
And now you invoke hall monitor image, lolz
You got nothing. The very definition of ducking and evading.
Whatever, give it up and move on.
No pondering needed: mine had substance. That was the point, another one you missed. We all are waiting for you to post something on point for this discussion.
>> how can you argue with people who think debt is good
l5b, go back and read the articles about how gov debt is not at all like what you seem to be imagining, personal debt or something. Chiefly moneys we owe ourselves etc.
Why chime in di…
>> waste my time discussing views ... hearing anything that they don't agree with when it comes to these topics. It's okay you have your views on these topics. It's okay I don't agree with them.
Absolutely, sure ... but are you now claiming…
Comparing evidentiary economics to Scientology surely does represent the end of the discussion. A pity it comes down to the individual personality or whatever it is of one public economist when so many of the real pros agree with him. talk about off…
Yeah, meant to add to the balanced-fund discussion elsewhere that it is always good to compare whatever you are considering with AOK, AOM, and AOR, which are fine all-purpose inclusive vehicles.
@Dex,
Lol.
I would also enjoy hearing what you yourself advocate, specifics, details, rationales, refutations, as to policy and all else in the social and public and gov-financial spheres.
It is more fun to post offpoint quotes, I realize. This…
Bailing out the banks helped the poor, actually, significantly. But +1 to your spirit re what people will support against their own interests (Kafkaesque indeed) and also warmongering. But not the economy-saving actions of 08ff.
No, no ex-US situation; rather by state.
But I may have not kept up; sorry; meaning things have changed. I can now buy it via Fido ($50 fee). I still cannot buy it via ML. Only a few years ago no one in Massachusetts could buy it at all, along wit…
>> US will have stagnating employee wages and a VAT added to deal with the interest on the debt. General misery will ensue. That is the economic reality.
Wait, debt interest is, or is going to be, responsible for zero wage growth?
>>…
I am a big fan also of JABAX and also, in the past, ICMBX (more mid-oriented). No need to leave Fido, I think. MAPOX is another, depending on where you live.
Not clear why anyone should point another toward greater understanding, someone who posts without substance that Krugman is an idiot. But interest can be (and is) part of the self-dealing, self-owing, self-paying cashflow. I recognize it's hard to g…
Well, he has been writing intelligently and as loudly as possible about this for some years, so any yawn quality may be due just to its coming on the heels of the fool Paul comment, which was unusually stupid and lolz. I thought the penultimate para…
@scott,
Your mind appears fully made up and unamenable.
Still, the data, which always have a liberal bias as everyone knows, show the Keynesian stuff is the opposite of wrong. And others than you can study these:
http://krugman.blogs.nytimes.com…
@Dex, you have not kept up with the fatal problems with the R&R work, evidently. I would post links, but they would have the K word in them.
L5b, that's the whole point, no need to pay it off. It's not like a household, and never has been. Deb…
OJ, ask the next time you go to Costco, at C/S, about its imminent death and disuse. I did recently, and yes, was surprised. I have the exact same thing. Use it get in the door.
