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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.
So how many years of post-SS cashflow do others have in cash or bonds?
And of that, what percentage is cash or equivalent and the rest in bondy things (PONAX or whatever)?
@hank, not to complexify your no-fee researches, but beyond Fido Elan Visa, I and some others here have pointed toward Amex Blue, Costco Visa, and recently BoA CashRewards, I think it is, all of which have niche 3% (or sometimes higher) cashback.
finnish to tamil was inspired, laughed at it about as much tonight as at this
https://scontent.fbos1-1.fna.fbcdn.net/v/t1.0-9/51585711_1193696900798478_920164453603868672_n.jpg?_nc_cat=100&_nc_ht=scontent.fbos1-1.fna&oh=6e208d8d0fe8a84ef9b4…
Right, did not imply, nor mean to imply, that it had any significance whatsoever. I completely concur in your take and have great sums (for us) in DSEEX, and it is all I can do to move large fractions of them to PONAX as part of prudent rebalancing.…
I went and graphed Oct-Dec $10k change for CAPE, DSEEX, SP500, low-vol LC ETFs, plus DOD, MMTM, QUAL, SCHD, VIG.... And yeah, everyone has already beat me to the point: DSEEX and CAPE did not do any better, to the contrary, did somewhat worse.
(I…
CAPE, again, has outperformed DOD the last 6/5/4/3/1y periods. (Slightly.) I shoulda considered it when looking for a CAPE standin, instead of QUAL and MMTM and a few others. DOD sure has a higher UI, though, and by some degree.
@Mark, I have often wondered, here in a wealthy progressive suburb of Boston, whether I was the only person who had been an NRA member 60y ago via the Scouts (much less own a .22 in the form of a Winch 94). Or maybe it was my maternal gf who gave an…
@BrianW:
PKrugman just now. I mean, figure it out (bf mine):
Health care isn't that hard an issue. Every advanced country besides the US has universal coverage, so we know how to do it: either government insurance or a highly regulated private sys…
I haven't looked recently at the holdings data for TWEIX and FLPSX, and doubtless the study considered such; but I do wonder if CAPE at least fits relative, perhaps not 'true', value criteria. It's supposed to, I believe.
>> the only way for us to deal with the mountain of government debt at this point will be to inflate our way out of it.
Studzinski has lots of quaint bearish notions, but in this matter he really oughtta study up mo and better, Blanchard e.…
And check this out --- the econ reality of our US adult lifetimes, forfeiting moolah to the already wealthy
https://www.nytimes.com/2019/02/03/opinion/democrats-wealth-tax.html
Charges of ingratitude aside, you could elaborate and pose a question or an answer or an observation; that would be helpful. And there is a search function, which if you employ you will see a fair number of postings about HOBEX details and behaviors…
yeah, this Davos stuff is getting a lot of play; look at (and drill down as interested) the last 30-40-50 exchanges here:
https://twitter.com/paulkrugman
I don't know what the future holds; it seems the odds of getting back to the spirit of grudgi…
of course this from a few months ago
https://www.forbes.com/sites/danalexander/2018/08/06/new-details-about-wilbur-rosss-businesses-point-to-pattern-of-grifting/#242224341c33
meh, of course I meant Merrill Lynch Pierce et alia, which goes back way far, as you doubtless know and which was as noted above agreed-acquired in famous Sept '08 and completed the next year.
https://en.wikipedia.org/wiki/Merrill_Lynch
That was …
all noted, tnx
The thing is, this was not ever supposed to be a 'brokerage attached to a bank', but the bfd result of a long-established independent brokerage marrying a big ol' bank, with all the joy-joy of each and both...
I forgot about CAPE no…
Yup, they are oddly unsophisticated, and in important ways, I think.
If ML were not hardwired w/ BoA (where we have checking / savings / mortgage / heloc / 3% credit card sort of), and above all did not have free trading, and did not pay so much f…
@hank,
You do know that this is one of the alltime deft irony-laden audience-manipulating notice-giving orations (audiences are the plebes and the assassins). The repetition of 'honorable man' presages Puzo's writing for the Godfather.
Of course I did, and do. And over the entire last 90min-plus, moment to moment and finally at the end of the session, the google data for djia was 150-250 points higher than reality. Period. Thought it was weird, and in my experience unique (online …
Attention to detail please! The Dow was never up anywhere near 499 points today, You got the close right at 24706.35 but the +499 points is from the Wednesday close.
Right. So why was the djia data feed for google combining two days? It says it's…
Boy, 40% sure is a lot. While maybe now is the time, I myself tend to think along Waggoner's lines:
https://www.investmentnews.com/article/20180601/FREE/180609992/international-funds-continue-to-disappoint
https://www.investmentnews.com/article/20…
