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tjacobx

About

Users name: tjacobx
Joined: August 2012
Visits: 588
Last Active: February 2018
Roles: Member

Comments

HY Muni trend is continuing since the beginning of this year. Over 1 billion flow last week into national muni.

in Nuveen’s 21% Return Leads 2014’s High-Yield Frenzy: Muni Credit Comment by tjacobx January 2015
NHMAX up 0.46% hitting 52 week high

in Jan 5, 2015 How did Funds perform on big down day Comment by tjacobx January 2015
Short term bottom with the V-recovery late in the day?

in Ping Junkster;......yikes on the payout, 10 year note at 2.01% at 9:33 am Comment by tjacobx October 2014
Deleted

in Catching falling knives Comment by tjacobx October 2014
This article from Barrons provide some insight into issues with HYMB http://online.barrons.com/news/articles/SB50001424053111904780504580049990149821472

in Foreign investors power the Muni market Comment by tjacobx September 2014
Bloomberg: Bond Glut Could Derail Muni Rally http://blogs.barrons.com/incomeinvesting/2014/09/18/bloomberg-bond-glut-could-derail-muni-rally/

in The Closing Bell: U.S. Stocks Jump As Investors Look To Fed On Rates Comment by tjacobx September 2014
Junkster, Any thoughts on HY Munis after the fed decision yesterday....

in The Closing Bell: U.S. Stocks Jump As Investors Look To Fed On Rates Comment by tjacobx September 2014
http://www.advisorperspectives.com/commentaries/rbernstein_091614.php Stocks vs. High Yield Munis, September 16, 2014, by Richard Bernstein

in High-Yield Munis Are Only Bonds That Stack Up To Stocks – Bernstein Comment by tjacobx September 2014
This lipper video provides more details.....

in US Stock Funds Lure $6.1Billion in Inflows Last Week. Comment by tjacobx September 2014
Published in WSJ Moneybeat early this year.... "The Bearish Call to End All Bearish Calls" http://blogs.wsj.com/moneybeat/2014/01/03/the-bearish-call-to-end-all-bearish-calls/

in A Lot of Doom and Gloom as September Comes. Comment by tjacobx August 2014
"Rising Interest Rates - The Reality and What to Do" https://ipro.americancentury.com/content/americancentury/ipro/en/landing-pages/rising-rates-video.html

in Annual Asset Class Returns: Version Of Callan Periodic Tables Comment by tjacobx August 2014
Looking at this chart below, when the fed funds rate moved up from 2.25 in 2004 to 5.25 in 2006, HY Municipals did really well. Shouldn't we see the same behavior this time when the fed funds rate move up? https://ipro.americancentury.com/content/da…

in Annual Asset Class Returns: Version Of Callan Periodic Tables Comment by tjacobx August 2014
I also have to admit that I don't understand how this fund is constructed. Currency hedged? Leveraged? Short & Long positions? Below link says its 74% US.. https://fundresearch.fidelity.com/mutual-funds/composition/72201U414

in Opinion on PIMCO EMG Intl Low Volatility RAFI®-PLUS AR Fund (PLVDX) Comment by tjacobx August 2014
Thank you all for the responses. I got 10% in WAFMX and extremely happy with the returns vs volatility. Thanks to MFO. I was thinking if I should put another 10% into WAFMX or find an EM fund with similar returns/volatility. With WAFMX I can easily …

in Opinion on PIMCO EMG Intl Low Volatility RAFI®-PLUS AR Fund (PLVDX) Comment by tjacobx August 2014