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.
dummies' version, sort of
https://scontent-bos3-1.xx.fbcdn.net/v/t1.0-9/140615321_10159082209972790_8672449891716880736_n.jpg?_nc_cat=108&ccb=2&_nc_sid=730e14&_nc_ohc=p9XADj1f6-gAX9SLXnP&_nc_ht=scontent-bos3-1.xx&oh=cde4faab967…
Search inflation here, which entails a lot of (fast) reading, or NAIRU and just go for the next several paragraphs
https://www.nytimes.com/2021/01/29/opinion/ezra-klein-podcast-paul-krugman.html?showTranscript=1
yeah, investing via debt in things that sorely need to be invested in is always wise, always has been
disaster relief --- stimulus is so misleading --- in a disaster is one such
gosh, maybe this is wrong too!
https://www.nytimes.com/2020/12/03/opinion/biden-republicans-debt.html
https://www.nytimes.com/2021/01/14/opinion/biden-economy.html
maybe we should not spend and should cut services instead, seriously so
why does…
Studzinski in this month's commentary sounds unusually out of touch about these matters, imo
He does not read Krugman and all his economic peers about an economy simply growing out of its gov debt, without need ever to 'pay it back'.
And the cap…
@msf
>> A stock that is shorted more than 100% (by one investor borrowing the stock to short, then another investor borrowing the same stock to short again)
? Is this different from naked shorting?
And if not, does naked shorting happen no…
Stocks that are heavily shorted are most susceptible to Robinhood trading. ... SEC is looking into this matter since it appears to be manipulating the market.
What does this mean, how would it work?
And how is RH trading different from free fa…
@davidmoran @stillers - Your criticism is also less than actionable and lowers rather elevates. Shut up and Move on.
Har. Touchy and proprietary, are we?
So ... can you do an executive summary of this silly thing? What are its takeaways, since yo…
Just that 'overcome by the vaccine' is probably not the way to look at it ahead, and will prove not to have been the right characterization of any inflection point.
So perhaps different wording.
Viruses get dealt with in any number of ways, combo…
>> ... when this pandemic is overcome by the vaccine.
I do not think that is how this is going to proceed.
>. The sooner this pandemic is brought under control the quicker we all will return to our normal lives.
man, I sure want to smo…
somewhat OT, and you have get past the wack lede, but an interesting thing to know maybe for investing outside the US
https://humbledollar.com/2021/01/lost-abroad/
What would be the purpose ultimately? You would bail or add depending on something you saw? Really?
And you probably would do that anyway depending on performance over timespan (which for many investors has gotten shorter and shorter over the years…
yeah, just click okay --- standard UI behavior for some mindsets ...
We got our $1200 paper checks in the mail yesterday. Going to think about which worthy orgs to pass some of this along to, as well as setaside for granddaughter tk, hopefully in 6…
Yes.
For the recent short term, in order to see who crashed most / least, who recovered and how quickly + much, and who compares with (and how, and who adds value over) AOR and AOM, go to
http://quotes.morningstar.com/chart/fund/chart.action?t=ja…
>> retirees have too much time to worry and they make mistakes.
I make innumerable mistakes but am myself way too jammed w things to do to worry --- only the mistakes part :)
... can understand where you are coming from. If I panicked in March 2020, I would have missed out on a huge finish to 2020. I know we can't time the market ...
I did not panic, I trust, and was not trying to time, in the usual sense. By May 11 a…
None, none, none.
This perplexing scenario to witness I have discussed in the briefest of ways w the august LBraham and JWaggoner, meaning exchanging a few rueful wtf words, and they list the usual suspects, chiefly fomo w tina (per the ongoing li…
>> the potential fallout implications into all areas of the investment markets
my manhattan recipes and approaches to leg of lamb all have fallout implications for the markets too, plus sundry bad jokes and rants about tempo in Bach and loud…
everything costco is excellent, almost; wish I had put a hundred thou into the stock long ago, $10k to $5M since 1982, criminy, and yes there are better, but still
roger about packaging
as for pineapple, my wife added it to her yearly cheap-red-wine wassail for the first time, along w the cider and spices and orange and all else, and it made an enormous improvement at least as to sweetness, and yeah, probabl…
oj --- oh, for sure; larry summers said the same thing, and others too
it is just that this may be as good as is feasible with these guys
off topic, don't I want to stay on the slum side of town?
@Mark,
thanks
A very experienced financial writer friend whom I freelance with sometimes quickly fixed Uppaluri's comical regurgitation:
The fund's concept is to track the total return of the Russell 1000 Index while having less of that return c…
haha, whatever that means
a veteran M* analyst knows he shd use unlock somewhere but can't decide or recall exactly where, much less what it connotes
just wild
also turning 'low active share' into virtue
well, the fund's strategy does work, …
