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.
hot demand or skewed demand?
https://messaging-custom-newsletters.nytimes.com/template/oakv2?campaign_id=116&emc=edit_pk_20220225&instance_id=54275&nl=paul-krugman&productCode=PK&regi_id=22268089&seg…
>> the Market should at some point revert back to historical norms.
Dow 21,000 !! A new book idea.
Made 4% trading QQQ today. If only it had a huge amount for this war profiteer.
I suppose for some readers the switch to gerunds is helpful and maybe more immediate and less abstracted. All seems handwavy if not frankly dim. Worse, creating is not the same as synthesizing, nor remembering like knowledge. Analyzing should be spe…
Winning period for value, of course: YAFFX is flat the last 3m, impressively, as is DODBX. (Other balanced are down 4%-7% or so.) Check VONV vs VONG. DSTL is flat too, fwiw. Experts have been talking about / anticipating this phase for decades.
Lots of fun going to MFOP, clicking GO (https://www.member.mfopremium.com/greatowls/), filter by growth, and sort by (relative) UI over the various Display Period bundles.
PRWCX wins, but there are others w 'growth' in their names until you get dow…
yeah
the OP quoted from Barron's
Most of its recent gains came from just one stock, Tesla (TSLA), which accounts for 50% of its portfolio.
so I was not seeing the problem, not seeing any problem. Then you posted
It's hard to think of this as…
Dumb question, must be missing something --- how does it (is it supposed to) work when one of the holdings increases just stupendously and thus goes far above some percentage threshold ? Are managers somehow obligated or mandated to sell to get the …
>> They joined IRA Financial Trust eager to build a nest egg in crypto.
what could go wrong?
>> IRA Financial Trust has acknowledged an incident occurred and is investigating it, telling CoinDesk in an emailed statement the “suspicio…
Somewhat to the side of the topic, but in the eternal debate b/w active management and rolling your own, I see that any combo of VONG half or more (2/3, 3/4) with FBND the rest, outperforms easily my recent love interests CBALX and FMSDX over 3y and…
krug today
Seeing some people make a big deal of the decline in medium-term inflation expectations. But the more important point is the gap between 1- and 3-year expectations, showing that people don't expect inflation to persist:
https://newyork…
>> inflation is running hotter than what they report. I'm to the point with basically not trusting any data out of Washington. Sorry. I watch the FDA and CDC make clowns of themselves and at least the last six administrations and congresses co…
har, not liberal / conservative, not automatically oppositional, just whether substantiated. Whaddaya got?
Why would anyone ever "post articles from all points of view," whatever that means. People can post about anything they wish to here. Lots d…
scaremongering vs public investment, round 381 (PK; with the internal links, if it opens for you:
https://messaging-custom-newsletters.nytimes.com/template/oakv2?campaign_id=116&emc=edit_pk_20220211&instance_id=52851&nl=paul…
>> So the Marxist types and clown politicians want to blame the corporations and the billionaires for their idiotic fiscal and energy policy and subsequent off the charts inflation?
Cool --- we have not had kneejerk wingnut ignorant slurs lik…
Dan Price, CEO and founder of credit card processing company Gravity Payments:
Coca-Cola: there's nothing we can do, we have to raise prices.
Also Coca-Cola: our profit is up 65% in a year, we spent $68 billion on dividends / stock buybacks in a …
Of course I saw her twitter profile when I was copying her earnings tweets (and also misspelling her first name, sorry). But I did not know her as an economy writer and had not drilled down in her groundwork bio including academic and thinktank work…
Lindsay Owens (don't know who she is) on Twitter today::
As you read today's inflation report, pay close attention to what the CEOs who set prices are saying. We got our hands on the latest batch of earnings reports, and it's a doozy. They're liter…
>> first hand knowledge.
Ah, okay. Well, me too. (Roughly.) Oldtimers in the Boston area, but also young'uns (meaning under 40, over 30).
@LewisBraham, do you know of research in this area? I see a study from 20y ago showing positive corre…
What LB said.
Otherwise,
>> ... if M* says a manager invests $1M+ in a $B AUM fund, it does not impress me. More often than not a Manager's yearly compensation from the fund far exceeds their investment in the fund. (Some fund managers sta…
@larryB, roger re lack of sense and perspective
@rono, this might help; doubt it, but might:
https://www.bu.edu/eci/files/2019/10/Principles_2e_Ch31.pdf
Most economists use the rule of thumb that as long as the rate of increase in government’s …
