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.
Is this time different? These speak to that:
https://www.washingtonpost.com/business/2020/08/18/stocks-economy-coronavirus/
https://www.nytimes.com/2020/08/18/business/stock-market-record.html
up by a friggin' half, for no good reason, ... or are…
Looks like more high net worth tax payers will be leaving the number one GDP producing state.
[[zh crap here]]
The Dems' answer is to raise taxes ... this is not a measure that will increase production. This will over time continue a greater move…
I suppose most already heard this:
https://www.usatoday.com/story/news/education/2020/08/17/unc-chapel-hill-covid-cases-fall-semester-online-classes/3383874001/
I think MFO should do what Twitter did and ban anything from ZH, of course including that crap:
https://newrepublic.com/article/156788/zero-hedge-russian-trojan-horse
this is a good piece of 'watch the car crash in slow motion'
https://www0.bostonglobe.com/business/2020/08/16/window-opportunity-may-soon-slam-shut-experts-say/c7DuVPJwiwEjagzrMuBHNN/story.html
It would be helpful if we could confine our reporting sources to those of generally recognized credibility. There's already more than enough phony crap on the web without misusing MFO to generate even more.
+1 x infinity
>> Today Leuthold posted a note on market sentiment and valuations, both of which they find to be irrational.
something-something can stay irrational longer than you can stay whatever
location (alone) will matter only for a while, as NZ is finding out
https://www.theatlantic.com/health/archive/2020/08/how-to-test-every-american-for-covid-19-every-day/615217/
pub date yesterday, Aug 14
Many Americans ... may not understand is …
>> her marriage to that Jewish fellow is why she has been with those supporting Israel unquestioningly
uh
https://www.jweekly.com/2020/08/11/5-jewish-things-to-know-about-kamala-harris/
it all seems part and parcel, bundled and noncausal, a…
Keep it civil. Remember the wisdom of Desiderata ...
“As far as possible, without surrender, be on good terms with all persons. Speak your truth quietly and clearly; and listen to others, even to the dull and the ignorant; they too have their story…
Science aside, I imagine many also saw this shocking report, with so many heartfelt earnest resentful pleas for tolerance of intolerance and intolerance of tolerance
overflowing delusions
https://www.nytimes.com/2020/08/09/us/evangelicals-trump-…
A review. What is more effective than malignant, deliberate incompetence?
https://slate.com/news-and-politics/2020/08/trump-coronavirus-deaths-timeline.html
the reinharts tend to the bearish, to a fault, but this argues for the long haul:
https://www.washingtonpost.com/opinions/lets-call-it-what-it-is-were-in-a-pandemic-depression/2020/08/09/3904faf4-d8e5-11ea-aff6-220dd3a14741_story.html
>> The way it's currently done
Posted inflation data are chronically 4y out of date? That seems the conclusion, but I wonder; you'd think that would be bruited everywhere all the time.
I think what it's saying is that while the 2016 CPI is c…
>> The way it's currently done
Posted inflation data are chronically 4y out of date? That seems the conclusion, but I wonder; you'd think that would be bruited everywhere all the time.
moreover, many, though not all, fast food and casual dining chains are doing just fine, my consultant kid informs me, even though these are areas where it's easy for consumers to (and you would expect them to) cut back or at least trim expenditures,…
Interesting that over the last 7y MTUM has also outperformed (a little) VOOG (tho not VONG), also CAPE, also all of the hot div ETFs.
All shorter periods however show victory goes to VOOG, though again VONG hammers everyone including it ---
that…
SP index analyst Howard Silverblatt on 2nd quarter S&P 500 earnings:
"For Q2 2020, 313 issues have reported, as estimates for Q2 2020 have been reduced 47.9% since the start of the year, which explains why 257 issues, an astonishing 82.1% of t…
entirely welcome
jclements does some interesting and reliable curation, I find
I read halfway through it and figured it would start to make an argument for say RSP ... but then it veered more back toward 'go w the flow'
