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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.
and much of Europe
https://messaging-custom-newsletters.nytimes.com/template/oakv2?campaign_id=116&emc=edit_pk_20211112&instance_id=45273&nl=paul-krugman&productCode=PK&regi_id=22268089&segment_id=74…
Ah, I guess he left out technology before stocks.
Yes, that was a bad 2.5y. And then a loong haul, sure. Good thing I was in the diversified TWEIX instead (Fundalarm recommendation, iirc).
Anyway, what is your takeaway from Roth? Avoid tech now?…
Your comment above has (not surprisingly) more intelligence and substance and less unhinged alarmism than the Roth guff.
At least until you get to the '50% fall' and 'important question' parts. :)
I did not say anything about Zweig.
The article…
"Good"? A preposterous fright article seems more like it. Zero substance.
(And ... teddys include 2.5y and 1.5y dips?)
What would cause a protracted bear market? Fundamentals (overvalued) aside, if the market fell as he scarily suggests is poss…
FPURX and JABAX might suit if not too gogo --- at the 50% equity bound at their low end range, which I suppose these days they never reach. Same LG nominal style as Weitz. FBALX too, and its style is nominally LB.
'The Fund seeks long-term capital appreciation.'
M* is not making up their data feed, I expect. The fund evidently has adjusted its mix. Why not? Unclear about the anxiety part.
Chris Hayes's take:
The entire economy feels a bit like the moment a big concert or playoff game ends and everyone's trying to get out of the parking lot. "Transitory" can last a maddeningly long time, but the conditions that produce it are, indeed…
maybe women follow winners (he said, unsurprised)
https://www.morningstar.com/articles/1064755/the-losers-curse
I am thinking somewhat more of this has to do w the bull market than acknowledged ...
reserving the right to reject orders exceeding ...
You were given imprecise information. Fidelity, like most fund sponsors, puts in boilerplate allowing them to reject any purchase, including a purchase via an exchange if they feel it would disrup…
computers are largely cheaper in many senses compared w the last time I needed to upgrade ... what is your timeframe?
wine and spirits, some
many TVs, depending on when you are comparing (1y ago ? for everything)
some housing, in less "desirab…
It remains interesting. Turns out the prospectus, like most, has, or is officially reported to have, vague language about reserving the right to reject orders exceeding yada yada ...
without any figure given, said the rep.
He added that the curr…
Some here enjoy Krugman's thoughts, and today he qualifies the above:
It’s been a troubled few months on the economic front. Inflation has soared to a 28-year high. Supermarket shelves are bare, and gas stations closed. Good luck if you’re having p…
Family members with Vanguard complain about their c/s, like everyone, but I have to report here that I just tried to place a Fidelity fund Sell All before the close and got blocked for 'dollar amount --- see prospectus'.
There is nothing about it …
tnx; if only the king understood
for this Joe, assume residence where no bond options are desirable, and assume regularity of inflation (rising line, more or less straight)
always compare w vong and voog over various timespans to assess added value, including from right before and after the covid dip
but in my brief looksee it's clear the fido ones are winners (a notoriously aggressive growth shop) and one or two of …
welcome; I wish doing so helped my understanding more, although for me it does always prove useful to research and write things down, while rereading smarties here.
I have trouble ripping off Barron's, but last spring Forsyth seemed not a fan of …
>> Help us understand whether the reason you gave for excluding home prices from the CPI-U also excludes the cost of college educations.
Can't; just a sense. But I had not delved the OER paper below.
If I had a really good answer about educa…
My initial objection was to the assertion as to the reasons for the removal of home prices, nothing more.
>> removed from the official price indexes owing to political and statistical issues.
A lame, misleading (not only silly and tendenti…
It was shorthand for inflation calculation components
You are the one w firm and presumably non-continuum answers for what should be ‘embedded’ and what embedded comprises or ought to, while all of the professional minds debate endlessly what pric…
Yellen explaining a few weeks ago;
https://www.cnbc.com/amp/2021/10/05/yellen-sees-inflation-staying-higher-for-the-next-several-months.html
And from this morning:
https://www.cnn.com/videos/politics/2021/10/24/full-interview-with-secretary-janet…
>> owing to political and statistical issues
This is silly, or at best tendentious. Why should rare years-apart purchases be included in widely impacting run-of-the-mill inflation calcs? Go read the many articles posted here about what the '…
>> owing to political and statistical issues
This is silly, or at best tendentious. Why should rare years-apart purchases be included in widely impacting run-of-the-mill inflation calcs? Go read the many articles posted here about what the '…
I put a big slug into it some time ago, much thanks to Bolin and others, and while I am not seeing that it notably improves on VONE + STIP 50-50 (or close proportion of your choosing), they do do a good job. ~300% turnover!
first do no harm, and all that
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Something between refusal and incapacity --- denial, shrug, actual forgetfulness abetted by or aligned with great sloth and increasing casualness about all things.
I am so hoping it turns out that I am misinferring / misinterpreting some of the gr…
