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.
ML is great if you are all diy (which presumably is not the case for many readers) and your OCD can bear that all fractional sales / sweeps take a month if not more
Plus they have some omissions, things with derivatives alleged and other, which the…
@davfor, one of the reasons that I am 40 percent equity is that my advisor recommends only a 10 percent weighting to high yield and aggressive income ... .
Sorry for ignorant question, but you who for years have listed vast and detailed holdings u…
@hank,
Yeah, with the 2020 runup in DSEEX I went and looked at total egg proportions and thought about dialing it back from 64% toward 60%.
But since I have ~5y' worth of bondy things, I then thought 'Why? Why not leave alone, what does it matter?…
Yeah, I worked a couple years at Bell Labs 1989-'90 and the vibe was the strangest combination of bitter breakup resentment, nostalgia, smug self-satisfaction, vanity and deep engineering smarts I have ever experienced. A sib is on a Huawei council …
yes, that's right, I did miss your sarcasm in
>> Republican senator Tom Cotton believes it, and the the ccn story writer says Cotton may be right
and as my granddaughters can attest, I call everyone that.
@bee, at ML I use GSY or MINT for cash positions, as their own MM-like sweep default is worthless. You do have to plan ahead a little for selling those ETFs so you can have actual transferrable cash. As several have noted here, ML has drawbacks as a…
Most don't think rates are going to go lower unless there is some crisis for which that is the right approach (part of the problem of having low rates).
But I also meant that every Jan or Feb for a decade (more?) I have read the same article about …
right: paying off a loan guarantees a fixed return,
and no one knows the market future, but smartest indications seem to be to expect lower returns than in the past, which is why I suggested looking at
thanks
all alc gels in the US I know of (purell and cvs-walgreen generics) are 70%, but still
alc resistance in entero bacteria that are also vanco-resistant sure would be a bfd, but I find no cites after this aussie study of a year and a half ago…
Sorry to have to tell you but soap and water is only proven disinfectant.
Why do you say this? It removes germs mechanically, not as a true disinfectant, right?
Alcohol gels do a good job and better than nothing. Airborne germs obviously not aff…
do it with 4%-5% returns instead and see what you think
for me, retired and a couple months shy of 73, it is all sleep-at-night and cashflow, countering those who advocate no mortgage debt in retirement
(ours is not large, however, just under $10…
Some people only view things monetarily and some only politically.
And based on your posts on the "Off Topic" forum on the legacy Morningstar, your political views are vastly different from the majority on MFO.
What do you believe those to be ? (…
@hank Electric cars required to emit noise. Jesus H. Christ. Because so many pedestrians divorce themselves from reality with headphones or earphones or whatever, and make a point of claiming their Right of Way, despite all conditions. Because Mom a…
Had a long talk last night (yearly) w an old friend whose husband has mild dementia (following postop stroke and other crap) and never was willing to give her PoAF. She does have PoAH. Too much was in his name alone. and so now everything is in a gu…
I hope I can remember to reread this a year from now when I look at DSEEX
I see that for the last 10 months or so SP500 has outperformed CAPE, which may be a first, and CAPE in turn has outperformed DSEEX.
It seems that, as a society, we talk too much and do too little. (Like me now.)
It’s difficult to think back to a period when our national leaders possessed a sense of humor.
come on; the last guy had a terrific sense of humor, and a light touch …
Yeah. Akre is just remarkable and one hopes he does not turn into Bill Miller. His fund has outperformed such other superior small-number-of-holdings vehicles YAFFX, FAMEX, and FTQGX, and also even CAPE.
“It will be surprising if the print edition lasts a year”
@davidrmoran. Thanks. Based on that, I’ve cancelled my new subscription to Kipplingers print and will reinvest the $23.95 in a bottle of Cutty Sark - selling for about the same price her…
a journo friend reports
Kiplinger was bought by a PE firm last January, and line eds, factcheckers and other recent hires, features and investigative, eventually got chopped. It will be surprising if the print edition lasts a year.
