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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.
glad to hear that
here is another cool Krug against-the-grain piece, just for kicks, and the hotdog-buns link at the bottom leds to still another (subtle args!)
https://www.nytimes.com/2024/02/06/opinion/trump-immigration-lump-of-labor.html
Total nut is grown 0.3%.
FMSDX up a half percent, while all else --- BSV, CCOR (what a goddamn dog), BND, VGIT, STIP --- is barely flat or down over a percent, ffs.
JQUA, which I do not have nearly enough of, up 4.7%.
SP500 up 4%, of course.
Yeah, this is pretty much how I approach it as well although now that cash earns 5% I’m more comfortable having quite a bit in MM funds and especially since Merrill lets you into Fidelity funds that are otherwise high minimum.
But I’ve never been a…
then and now, supply chains, shipping, job churn, lags, and core harmonization:
https://www.nytimes.com/2024/01/16/opinion/red-sea-houthis-shipping-inflation.html
>> Merely showing that ... a typical balanced fund outperformed the market is not sufficient to show that the bond sleeve helped.
Could you elaborate on this a bit? Not seeing how it could not; sorry. Or is it that specific stockpicking did …
FPURX from Jan '73 to summer '82, Ray Gun era, way more than doubles. Granted the end period was a time of 15% inflation
\\\ Inflation in 1974 (the era of Watergate and Whip Inflation Now) was about the same as inflation in 1980 - a shade over 12%.…
I am confused about Hulbert's '70s-'80s assertion, even though (perhaps because) I lived through it, from lowly Catholic-schoolteacher to tech writer w new family in thriving CE.
FPURX from Jan '73 to summer '82, Ray Gun era, way more than doubles…
\\\ Other times stocks will lag bonds, for decades.
>> When was that, and why was it? The 'decades' part.
Answered my own question, sort of, if not exactly the 'decades' quantity.
I knew that for the period Jan 2000 - Jan 2010 SP500 was fla…
So ... the bottom line is that there is no broad advice which can be taken as generally helpful for all time? Uh, okay.
>> Other times stocks will lag bonds, for decades.
When was that, and why was it? The 'decades' part.
I've been studyi…
FYI, I purchased shares in PRCFX 12/8/23 and 1/4/24 through Fidelity. Both transactions took 3-4 days to settle. I’ve never had a fund purchase take so long to settle since I’ve been doing transactions online. I plan …
So when were the settlement d…
... when I bought Fidelity’s TIPs index fund several years ago. I thought it would protect a portion of my portfolio from inflation spikes. It did just the opposite. It was my worst performing bond fund when the Fed started raising interest rates. …
I have zero problem with his hardcore public / semipublic Christianity, or any other hardcore professions of faith, other faiths, other than what he actually says here, talking to the press, which is why I underlined it.
"I am this kind of believe…
[jeff wrona]] >> Most importantly, if you’re a follower of Jesus, the Christ, you want the person investing your money to be likeminded; someone who believes in the One so unmovable and so unshakable that when times of turmoil come, and they w…
Inker's thoughts seem fatuous to me, but truly puzzling is no mention by anyone here of JQUA, which (for 3y anyway) outperforms those mentioned (I think) and with lower UI.
Again, what @Tarwheel said.
I have a v large chunk in it and it is still down -8%.
The hope is to get out of it this year and move, at least in part, into FPACX over time.
This answers many of my questions:
https://www.washingtonpost.com/opinions/2023/12/22/us-steel-nippon-friendshoring-cfius-japan/
... and, in tonight's yucks dept, plus a mini-lesson on the longterm (and inevitable) advantages of globalization, th…
Oh, I have always advocated paying for the New York Times; everyone here would benefit from that
If I think there is content there that would be of interest to this group, how do you think I should proceed or handle that?
ybb, tnx
I figured Cliff was probably not for real.
I will ask family who live and worked in this area of trade academe their take
Amazing outcome over 80 years.
Art Buchwald 50y ago used to write wit columns and Tom Lehrer sang his songs abo…
I could explain yet again how to read a given NYT piece using a privacy session in one's noncustomary browser, but don't want to seem more condescending than usual.
>> in the end, this is the picture people see. The lag is not just the stat…
Oh, I did read several, as thin as this one you cite, and can't find any reasoning which would change what I wrote. I was just wondering why Fetterman put it as he did, as he is not naive. The natsec argument is the one always made, rightly or wrong…
Huh ?
“This is yet another example of hardworking Americans being blindsided by greedy corporations willing to sell out their communities to serve their shareholders. I stand with the men and women of the Steelworkers and their union way of life ……
