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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.
I am selling / have sold a bit of DSEEX, PONAX, which are my pillars, also some PCI, then leaving those moneys in cash, and also PDVAX and FRIFX (which I'm really going to increase regardless, admiring its longterm steadiness).
If I am nervy I sha…
some do, and have, but it means little or nothing
resentful luuuuv is the problem
http://apps.bostonglobe.com/nation/politics/2019/11/voters-2020-election/pennsylvania/erie/
A good list that was, but I memorize only some of your posts over time, not all of them. Davidson is famously good, I shoulda thought of him. GMiller I do not know, but good to be aware of such outstanding work.
Yes, Tilllinghast's penchant for non…
I was just looking at 15y return, as LB mentioned, of the rare individual managers I am aware of (I am missing some, I am positive) who have worked that long nonstop, compared w various indexes.
(FLPSX is not easy to compare fairly, prospectus not…
Puglia and Tillinghast appear to absolutely rule, then, and surely there are a few others. (Don't know the Primecap history.) Tillinghast took a break for a little while, iirc.
Dunno if it was the first of the major outfits to offer no-charge stock and etf trading when one's aggregated dollars hit a certain not terribly high level (I think so, but am not positive); but years ago one could have some tens of thou at BoA / Me…
without having read the books, but knowing SO's show in depth, and then reading this
The authors have different takes on how to succeed, though. Ms. Orman says trust your instincts. Mr. Ramsey says relentlessly eliminate every last shred of debt. A…
@gmarceau
>> to show how much they care, ... could only happen during a Trump presidency
Very cool. Attributing a rise in compassion real or faux to this toddler president is a splendid thought, one that has never occurred to me.
It is important to keep in mind that these companies are not cynical and nefariously tradeoff-oriented / 'screw the customer'; they just are increasingly keen on security.
You or I might say 'to a fault', but with all of the news, real and alarmist…
that is a superb response from you and exactly what they hope for, from a reasonable and patient and eloquent customer, after realizing companywide that they majorly fucked up, and took prompt action
all really good corporations act like this, and …
Sometimes when I would drive around in my Lark passing the 15¢ / gal places in search of the 12¢ Sohio places, I would turn into the Sinclair place, which was 11¢.
The underreported Barr anti-secularism speech is as troubling as any meeting.
A little over 20% of Americans report being unaffiliated with any religion. About the same consider themselves Catholic. Imagine if the AG of the friggin USA said Cathol…
but here's some truth too
https://www.barrons.com/articles/expert-who-called-the-2008-crisis-says-repeat-of-december-meltdown-is-inevitable-51570799400
no, might acquire from sib who pinged me about it, but would probably want more-recent data inclusion, and a focus on gov debt only.
Also there's a lot of Saez and Piketty et alia to read sooner.
Been following this heated debate as well, naturall…
Twitter is useful for the lay readers of many researchers since there is almost always elaborated, non-laconic, material to read elsewhere.
This, about gov debts and income inequality, looks pertinent, brought to my attention by a family member:
ht…
PK today; no addressing of Shiller's concerns, whatever they specifically are:
This very bad column,
https://www.brookings.edu/opinions/why-are-millennials-unfazed-by-the-national-debt/
with its assertion that "There is a lot of frustration amon…
jeez, the next half-year, leave half-half in the vang500 and the pimco, or all in the pimco
or, indeed, if there is a ~2% mmf, put all in that
I mean, you already have something of a conservative bent (principal preservation)
@johnN, you (and others) might be interested in this:
https://www.nytimes.com/2019/10/11/opinion/sunday/wealth-income-tax-rate.html
new from Saez et alia
$50 underperformance over these last 13mos is striking; what could account for it? (My pondering was 'how', and there clearly is an answer somewhere, perhaps in LB's speculations.)
FSAMX also beats VEXMX, by $11, for that span, all this for $10k, …
I saw a new Fido TV ad tonight (had an ex-Fido friend over for dinner) and thought it said ('thought' means I quickly inferred) that they had a new no-fee / no-commish program expanded from what it was prior. Must check this out. Would be interestin…
Hey now and come on, he's sorry if anything he said offended anyone, and aside from the client-trust comparison he called annuity salespeople ratfuckers. So there's that. :)
