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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.
Gosh, if only there were some explanation. Perhaps it is all luck? Ya think?
Hard to see a nonreactionary point here.
>> he had exhausted this tactic
? Has he not largely adhered to the fund name? (I do know that the share-price criterio…
@msf, in showing how wrong additive decomposition of factors is, are you also making a point about this conclusion?
>> Had I multiplied the components instead, the numbers would have been a few basis points lower, the order of importance the…
tnx, OJ, that was my point, sort of. Have winner faith, hang in.
Obvious, if not to some.
Let us propose that in the late 1980s or early 1990s we were persuaded, from press or elsewhere, that this guy Tillinghast was worth giving some money too.…
If you have a day or two to study, this actually is pretty interesting, as much as I have swum through and eaten thus far:
https://web.stanford.edu/~wfsharpe/RISMAT/RIAbook.pdf
Nothing like energetic human intellect at work over time.
Great stuff hindsight is, innit, especially when one knows about streams and horses. The significant foreign slug has always had an effect. The impulse behind my retrospect was the updated M* highest rankings of both fund and manager --- since covid…
@LB, I bet a nickel you are mistaken about her own personal portfolio. Someone with these sorts of convictions --- you have heard her speak? --- is a true believer through and through.
From 5mos ago:
https://www.barrons.com/articles/arks-cathie-w…
@LB,
>> consider the manager who instead of swinging for the fences tries to hit singles and doubles and play defense.
I do not begrudge CW her convictions and am not posting about her for not being what she transparently is not, per the …
4.6%, projects Moody's
https://www.barrons.com/articles/social-security-is-in-line-for-biggest-percentage-bump-for-inflation-in-40-years-51629489389
try this one if blocked
https://apple.news/AAiFOiTAxTNq7J8zKFlEm_Q
JD With an investment minimum of zero, you can start dollar-cost averaging into FSMEX tomorrow. In addition, since Fido has closed the fund once already, you may want to invest $100, or $1 to secure access to the fund.
Why not just do QQQ?
There is some explaining I would like to see, e.g. the drop in the 1980s, when they reached levels from a century earlier --- was that all population ... decline ?
yes, almost all coal, from what I read elsewhere
Sold all VONE and VONV at last peak, bought smaller amount of VONG today, also a little CAPE. Have augmented nut this year nontrivially doing high-low sell-buy, unusually. Such lasting bull strength.
I do.
https://www.aarp.org/work/social-security/info-05-2012/future-of-social-security-proposals.html
I am not clear what your second sentence means. Govs have headshaking inefficiencies, but many things are notably efficiently run (SS, MC, Darpa …
There is some explaining I would like to see, e.g. the drop in the 1980s, when they reached levels from a century earlier --- was that all population ... decline ?
We should have a pool about whether it's going to be over 3%, also whether Shiller p/e is going to touch 39.
Core definitions and the shadows on the cave wall:
https://www.nytimes.com/2021/08/13/opinion/us-transitory-core-inflation.html
I am interested also in the nonmonetary 'multiplier effects', retrospective reimagining of other outcomes and projected paths for current policy decisions:
https://messaging-custom-newsletters.nytimes.com/template/oakv2?campaign_id=116&emc…
yeah, NFHA has lots of informative / disturbing deep dives more recently, e.g.:
https://nationalfairhousing.org/using-spcps-blog/
covering race-based denial rates and more
( interesting link within:
https://www.consumerfinance.gov/rules-policy…
@Baseball_Fan
>> Why is the interest rates not the same for everyone.
Well, with credit cards and student loans it is, by law, I am reading, with variance chiefly due to fico score. That is the key to your (so far as I can tell mistaken) a…
yeah, for me that was waaay too late, bullshit, also like being sorry for getting caught
ample ample evidence prior, again and again and again; not a true tipping point, where the behavior just then passed some threshold
I left Parnassus because of their lingering embrace of Wells-Fargo, no matter what news came out.
Surprising Shkreli and Holmes have not found a way into payday lending.
@Baseball Fan
>> Can we be real with each other?
Are you saying that credit card companies actually know the color of a cardholder?
>> in general, minorities pay way higher rates than white folks do,
How does that work, in your …
sure
My question had been better put as What do we gain or lose over the long term by expanding from VOO to VONE to VTI ?
And the answer is very very little.
Har, I posted my fruit snark without checking PortfolioVisualizer, which shows very close to perfect and full correlation.
(You have to use mfunds instead of the etfs to get a better long look).
V similar w VONE as well.
So what's the point of…
I put a lot in it a month or so ago and it has not done what my other holdings have. (Given its holdings, it oughtn't've.) I ain't touching it, of course.
Here is PK elaboration today (not specifically limited to debt-GDP ratio), w some repetition:
https://messaging-custom-newsletters.nytimes.com/template/oakv2?campaign_id=116&emc=edit_pk_20210730&instance_id=36716&nl=paul-kru…
Yeah, I spent many years of my tech writing career doing DoD proposals and came to see full well how robust offerings come to be as pricy as they are. It was fascinating to see how the military puts such intense pressure on costs / cost-cutting and …
Agreed, but there is no reducing the debt unless the military budget takes a truly serious hit (as it should). Otherwise you will have many families living and dying in the streets, I expect. (Mil spending is not as large as each of the entitlement …
>> What do I advocate? The immediate question and the start of this thread is whether to raise the debt ceiling. I'll give a Republican quote from the original piece: "My personal opinion is that once we have acquired the debt, we are responsi…
@Sven : I thing more than Covid is effecting Mr. Market. Instead of double bubble, More like a triple bubble !! Housing, equity, & Covid.
Hope I'm wrong, Derf
Rattner's take:
https://www.nyt…
It would be nice to know what inning we're in ?!
Stay Kool, Derf
not sure this is an answer but figured it would be of interest
https://www.nytimes.com/2021/07/29/upshot/economy-gdp-analysis.html
