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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PRESSmUP
The last week has been good preparation for playoff pressures....nicely done Tito.
At that point David, money is a distant consideration. By virtue of family experiences with both parents, I am a firm advocate for palliative care, and believe this should be a topic discussed in terms of advanced directives.
Which EVERYONE should …
Interesting thoughts. One thing I've decided for myself is on the thought of manager diversification. To me that is really no different than using an index fund, which I do.
I suppose that may be true depending on the holdings and philosophy of t…
Safe... I suppose so. As much as anything on this side of cash.
I have 2 years of spend in my taxable account in VWITX. I do know that VWITX has no Puerto Rico exposure, so that's a plus. On the bond side, I have absolutely no idea what is safe and…
Eric Cinnamond did comparatively well in 2011, and served as good ballast for my personal portfolio. He lost his way and lagged dramatically....to the point where the common refrain of watching the performance for the "full market cycle" became a mo…
Over the past several years I've grown a bit concerned over certain efforts to denigrate or diminish our education standards. From the uproar over the teaching of critical thinking skills, the partisan battles over textbook composition, to the recen…
Looks like the holders in this space are getting a bit twitchy. It's not logical to assume a similar miss on other pharma companies, as the companies are unique based on their compounds and pipe...unlike say chip companies or airlines which move mor…
When BB's stake in anything related to Sears gets closer to zero, the happier I will be. Wandering through a Sears store this weekend, it seemed I had the entire store to myself.
This is one of the more frustrating things about owning individual stocks.
Scott...I am seeing that the revenue and profit for the quarter just ended beat expectations by a bunch, but forecasts for the NEXT quarter were less than expected.
Oh well…
Shadow,
GP was pretty clear in terms of the continuum of market cap offerings, and relationships for all of their funds within their control. They were pretty clear also where the micro-cap offering fell within that plan.
Is there a corollary wi…
One of the things I've been pondering over the past few weeks is how my foreign holdings could be impacted by the suspension on the Chinese exchanges.
Not to be overlooked in the GP letter is this:
"It’s worth noting that while trading of about 2…
I own no pure micro-cap funds (other than GPGOX), but if I were interested, this is the team I would feel comfortable managing that investment.
If the fund would have a ceiling on market cap, as it states that it would, I wonder what the firm might…
During the congressional testimony, Yellen was batting away calls for a rules based mechanism on interest rates, indicating that making such a call on only two variables such as what the congress-critters were asking about was "not advisable".
I do…
FAAFX remains its miserable self...off 3.6% YTD.
c
Charles...do you follow the escapades surrounding Fannie and Freddie? I am holding Fairholme specifically because of the outsized bets here. Ackman was on CNBC today pontificating about FNMA, a…
Similar to Ted's, here is a mesmerizing link I ran across this morning...
http://www.huffingtonpost.com/2015/07/11/astronomy-photos-best-2015_n_7757110.html
press
My bond fund is SUBFX, up 0.89% for the year, but since it fell 4.07% last year, and it was positioned for rising rates (negative effective duration), I really expected better.
I'm holding for now, since I think they're just early (they started buy…
@PressmUp: Curious as to why so many income funds; no disrespect intended. I hold OSTIX and individual muni bonds (half of which is callable in a year). Is most of your portfolio bonds? Im 68% stocks 32% bonds and cash; 64 years young :)
Hi Slick…
Wrapped up the FI portion of my IRA rollover:
Added to existing positions in PONDX, RSIVX, OSTIX and BERIX.
Opened new full positions in ZEOIX, STHBX, SAMBX, FFRHX and THOPX.
Eliminated a full position in LSBRX. Still waiting to do something wit…
Has anyone noticed that Bernie is nudging Secretary Clinton a bit to the left? I don't recall her speaking about the income divide as strongly as she did today.
Looks like the Bern is having a positive impact.
This pyramid scheme will only be exacerbated as the various financial forces now active continue to destroy the earnings power of the middle and lower classes, resulting in an ever-diminishing tax base to help pay for the future retirees.
Yes...…
I'm in Ohio, and believe Kasich has a lot to contribute to the national debate. Unfortunately, folks like Trump, Carson, Huckleberry and several others may keep him and other reasonable and realistic candidates off the preliminary debate stage.
Tha…
Art....MAPTX has really been taking it on the chin the last few weeks, but certainly not to the extent of the major China indices. I am not adding to my position on this, but not selling either.
I haven't seen too much linked to China on these boa…
Well, what do I know; except that there was a lot of reversal today from the losing side to the positive.
This includes many of common equity sectors of both the U.S. and some Euro area funds (which are U.S. etf traded).
Ah, probably just the 70%…
The reference to the Marshall plan was a second-hand reference by an article commenter to a Thomas Piketty column on the matter, as he describes a German corollary to the current situation. The link to his column is noted below.
http://www.zeit.de…
Ran across this picture online...related to the Thomas Picketty notes on the Greek situation:
https://twitter.com/ValaAfshar/status/616951520546959360/photo/1
And the vote wasn't close.
Ted, your comment reminds me of something Cramer said last week when the market was diving, and folks bought after the first 60 minutes on what they interpreted as a slight weakness. If you want to buy the dips, you shoul…
Guys....I recently saw some chatter regarding an ETF appropriately assigned the ticker HACK. There may be a similar accumulation of like-minded companies, but I've not seen one. I like the space theoretically, but don't know enough about individual …
Those guys are in Connecticut....that is not the north coast, that is the east coast. Or charitably, the northeast coast.
The north coast would be Cleveland.
I'm going to go with 2 B's.
I think that while Greece will be resolved, different countries will be looking down that same glide path, most notably Spain and Italy. While the problems are not as immediately severe, the possible ramifications would …
And selling accelerated into the close, which is not a positive indicator. It appears as though China action at the open will drive sentiment. Greece may be largely baked in at this point.
