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.
Marx was much too smart and subtle for that, but it is widely misunderstood, in any number of ways, yes
https://en.wikipedia.org/wiki/Equality_of_outcome
@Crash
>> By definition, capitalism is inequitable. There are winners and there are losers. Because the playing field isn't level. Thus the need for regulations. [etc.] ...
Huh? A lot of thoughts uselessly jumbled up here. Regulations have…
EStud would know more, but I always inferred a general Midwestern love of Harris et alia, and more specifically a retro honoring (with lots of inertia) of Wisconsin financial grads (including Mairs & Powers, and some others), by way of Indiana a…
From 13 mos ago, details.
>> Boeing shortchanged its customers by compromising safety, by hiding information, by marketing the MAX as something it was not.
https://www.newyorker.com/magazine/2019/11/18/the-case-against-boeing
Some of these …
>> Covid, and, more accurately stated, the overblown and ineffective response ...
>> ... the cure cannot be worse than the disease. That clearly has been the case with Covid.
Say, since you are articulate and appear to give things th…
>> What sacrifices do we need to make to save that half a degree?
You write as though you keep up, but it is clear you do not, not really. There is a lot of work out there, hardcore practical effective proposals, a lot of them by your mocke…
@wxman123
I do not and cannot infer anything about or from your name, but I can see from your laughable frets and snark about teen gas siphoning and Kerry's properties --- not to mention the single most boggling thing I've read on this site, 'Over …
@wxman123
\\\ yet there is not a shred of proof that any of these dooms day predictions are going to come to pass or that anything we can (reasonably) do will prevent them. California has been through horrific droughts over the years...yet this yea…
+1 and another +1
I am expecting, before I die, hopefully 10-20y from now, that the forests and woods and such plains as there are of NE, where some of us live, many of us in fact, from Maine down to WDC and Virginia, will start to burn annually.
…
She is 34, so will be putting the 403b proceeds into something all-equity, ETFs or perhaps mfunds, I am thinking. Fidelity has plenty of options, nothing too gogo of course in the current-employer 401k, whereas in her own traditional rollover she ma…
yup, she brought me the form, which seemed briefer than the above pdf, and it seems the same standard procedure as other brokerages --- you check rollover and then receiving institution name, and Vanguard does the rest
She has both a 401k and a rol…
Maybe, though my sense of Burns's historical and artistic judgment gets lower by the year; CW was dilute and sappy ('lost cause'-oriented) in its day to anyone who kept up, and in hindsight is just outrageously sentimental and deeply misleading. Ins…
Not following your point, but popularity contests do lead to suboptimal outcomes, sure.
If you think 'many great leaders of the past would have trouble' today (more than in their own time?) being effective, you need to read up more with the best m…
I do, enormously
and of course the country and the world would be doing better, domestically and internationally, under HRC
good grief, what a Thanksgiving thought
>> ... based on 5-year EPS growth rates, it is growing more slowly than ... Procter & Gamble (PG), JPMorgan Chase (JPM), UnitedHealth (UNH), Verizon (VZ), Disney (DIS), Pfizer (PFE), and Comcast (CMCSA).
Hmm, a remarkable fact given my mo…
full sabotage, much reduced funding availability
https://finance.yahoo.com/news/mnuchin-put-455-billion-funds-195143177.html
at whose behest? gosh, who could it be?
@MJG,
Well, one thing that struck me, and I am sure others way smarter have smarter things to point out, is that balancing RE and LC may serve one well over time. Perhaps w some bonds.
Just squint for pattern recognition around the middle, and th…
@msf
>> "the market" (well, 90% of it) had an average TTM P/E of 34.2 at the end of October.
Wonder what it is at the close today. The much critiqued Shiller is above 33 again.
@LewisBraham
>> ... think of Apple as a high quality co…
@david - I'll ask, but I already think you know this, have you tried asking the firm you intend to transfer to handle all this? Easy-easy with Fidelity.
yeah, thanks --- this is for one of my kids and I will indeed steer her in that direction, but t…
somewhat OT, but can anyone find a link for closing a vanguard 403B and rolling the money out in-kin to another firm? I am having trouble assisting one of my kids in this ...
For me, and I suspect for some others, the experience of sunk costs includes (with losers) not selling (= holding), not buying more, of course, and also feeling 'Of course I might buy it now; it's so cheap.'
Which is why the overseas RE and stude…
