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.
Support MFO
Donate through PayPal
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.
@davfor,
Do you think now that HRC overstated things, in hindsight, 4y on? She said 'half'. Do you find it condescending and disconnected now? Do you know anyone like what she was describing? I did not really think, given her qualifiers, that she …
@sma3,
Do you think / know whether ongoing studies will be affected by mid-treatment changes in clinical practice of ventilation and treatment indications (changed oxygen threshold, length of time, levels of pressure, etc.)?
>> The progressive tax amplifies your inclination to pass on an extra hour of work.
This will probably sound more pious about 'hardworkingness' than intended, but I don't know a single soul in my entire lifetime for whom this is or would be t…
yes, the consumer spending thing is going to be brutal for many of the obvious venues, restaurants, dentists, summer camps and the like, orthopedists and dermatologists and similar, and on and on and on.
So no one knows how it will play out; some …
He needs to get the economy humming...that's all he's got. Without that, he's running on his response to the virus. So...that's all he's got.
when the governors and experts and scientists refute him, then in the fall he can have new blamees for the …
why are the dem progtards being so difficult to deal with in this time of urgent need ??!!
ah --- here's why
spread the word
https://www.washingtonpost.com/opinions/2020/04/14/trump-kushner-could-reap-pandemic-windfall/
@jerry, I have posted more than once how long ago my smiling parents informed little me that the whole point of working and saving and investing was to pay as much tax as possible --- since that meant ... Guess what?
Fwiw, and this is late and only trivially of interest now, I just got this from Fido C/S in response to my request to have everything cash-default FDRXX:
Please note that due to Money Market reforms in recent years, we are limited regarding which s…
I like Hulbert's researches usually (@LB, do you read?)
https://www.marketwatch.com/story/stocks-will-revisit-their-coronavirus-crash-low-and-heres-when-to-expect-it-2020-04-09
Thanks for this granularity, which I shoulda figured out, I think.
yes, gogo tech, esp gogo very large tech, has just skewed everything significantly, points out this longterm value investor. I do believe FANG etc. will largely continue.
QQQ / XL…
+1
yeah, to slam together wannabe-wise cliches, the market can continue to vote, not getting to weighing, longer than you can stay afloat
'student of transcience' is good, esp now
He does good research?
@LB, to jump back onto an earlier horse, would you conclude that the reason VOOG constantly outperforms FXAIX / VOO, and RPG almost does (forget VOOV and RPV), has to do with what the nominally growth ETFs exclude?
(and CAP…
bullish sign? Investors keep piling up cash: Money market mutual fund assets rose $120 billion in the seven days ended Tues. Total money fund assets now a record $4.39 trillion, up from $3.50 trillion at the start of the year. (iMoneyNet)
Everyone knows the appeal, I bet, but I have to ask (being too lazy to do the work myself, at least now), over what multiyear spans since the later 1970s has VOOV outperformed VOOG or RPV RPG?
Your contrib is so valuable, but are you really so insecure you have to impugn ('obsess') anyone who offers even mild corrections or challenges ?
Anyway, let me add that FXAIX does not outperform either Vanguard SP500 product if you go back to the…
Interesting, and interesting to parse the various strands of value in a gross sense.
I just graphed SP500 over 10-7-5-3-1y beating VOOV (SP500 value) and RSP (SP500 equal-weight), with the latter two overlaying much more than not. Both outperform R…
Hi @davidrmoran
Oh, yes. There are other decent choices for a quality bond etf or fund.
Build your allows for the flex.
Well, open to ETF suggestions, have been researching the area intensively, can see why Bogle, or maybe it's Buffett, like good…
QQQ is the Nasdaq 100, more precisely.
At some point I am planning on doing something quite like this, in my case 1/3 - 1/2 BND (slightly superior to AGG and the others) and the rest in CAPE and VOOG.
here is msf:
I was simply addressing the comment that the fund is opaque. Its practices and use of derivatives seem rather transparent (IMHO moreso than many funds); its bond holdings and the equity index it is tracking are not.
from FD1000:
DSEEX…
k, tnx
maybe this was more just an explan or delving of what derivatives are in the first place and how they likely work in this instance, now working less well
'Poorly performing, extra volatility, weak in downturn', these phrases make me think you guys should be glad not to be holding TILCX, for example. Much less an actual subpar fund. (Who thought it would be comparatively stronger in a downturn? It's n…
Yeah, globalization's real social drawbacks have often been understated and underrecognized by progressive types and the huge benefits (lower costs of goods and much else) easy to take for granted and also hype at the same time.
It is way easy for …
was not foolish enough to try and argue with you, was not defending D&C shop ever,
just pointing out that you made a nontrivial mistake
which you can man up to, or not, I don't care
lots of problems, lots to blame, but thinking outsourcing is a chief problem really misses the mark, and shows profound misunderstanding of the state of play today and in recent decades.
you want even worse HC cost increases (not to mention constru…