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Reply to @scott: Back trading again. Thread can be either just left as is (anyone's thoughts on investor confidence?) or closed.
Still some problems though:
http://www.zerohedge.com/news/2013-08-22/and-now-nyse-breaks-nasdaq-has-declared-self-help-…
Reply to @David_Snowball: lol. I think Ashton Kutcher probably did not please Steve Jobs either (although admittedly I haven't seen the "Jobs" movie.)
Nasdaq now saying trading apparently going to start trading again at 2:45ET, although we'll see h…
Reply to @hank: Apparently there will be (whenever it actually reopens), a few minutes of quotes and then reopen. Now passing 90 min. Pretty remarkable. Market is quiet and doesn't seem to care much, but what if there was something significant goin…
Reply to @Hogan: If you want pure palm oil, I'd go with Wilmar, which has done lousy. (http://sg.finance.yahoo.com/q?s=WLMIY&ql=0)
Diversfied ag w/Palm Oil, maybe Bunge (http://www.bunge.com/citizenship/sus_palm_oil.html)
Reply to @Charles: Have to add my favorite weird bad fund - Team Asset Strategy (TEAMX): - 60% YTD
The front of the fund's website has not been updated since December 2011.
http://quotes.morningstar.com/fund/teamx/f?t=teamx
"Fannie Mae and Freddie Mac, which have reported record profits after a taxpayer bailout, are ignoring billions of dollars in potential losses on overdue loans as they take three years to adopt a new accounting system, a government auditor said in a…
Interesting to see mkt selling off, bonds selling off and gold going higher. Interest rate movements continuing to surprise me, although they ramped today apparently after a Bill Gross tweet: "Gross: Pogo said, We have met the enemy & he is us. …
Anyone have any particular stock or balanced recommendations for CEFs? I find FEO and INF interesting but haven't really found many others that really stand out.
Odd. I'm not upset by AQR as some are, but this particular fund really never interested me as I didn't like the idea of trying to balance several different strategies under one fund. I guess it attracted enough AUM, though.
Reply to @Charles: AQR has long indicated that advisors are their intended audience, ever since they changed the minimum early on after they started offering funds (although the minimum varies, it is listed at $1M)
Pretty much what David said.
I'…
Pimco L/S has done exceptionally well this year. As I've said previously though, given the concentrated nature of this fund, I think you may see somewhat inconsistent performance over time. Still, it's an interesting L/S fund and has outperformed th…
I'm not buying anything more at this point, but am not selling anything either. Reinvesting divs. I will add a bit more to current holdings, but the market would have to be a good deal lower than it is currently for me to consider doing so.
Reply to @Charles: I think you make a good points, including things like http://www.alcoa.com/aerospace/en/Boeing_777_300ER.asp
I think a lot of materials stocks have just done terribly - X, AA, BHP, etc etc etc. A good portion of that is China's b…
Reply to @bee: I've traded it a few times (no minimum, no max holding period) in the last couple of years - sometimes good, sometimes not. However, earlier in this year I started a small position in it again for a somewhat longer-term period. Still,…
Reply to @ron: Two entirely different funds. One is a long-short fund that can go long/short both equities and fixed income. The other is a long-only fund.
Meh. It doesn't seem like anything new for analysts, who change targets after moves have happened both ways. I can tell you a number of economists and managers whose opinions I find highly interesting and thought-provoking. Why is it that I don't ha…
Another good quarter from Oaktree (OAK)
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Oaktree Capital beats by $0.19, beats on revsFont size: A | A | A
8:33 AM ET 8/6/13 | Briefing.com
Reports Q2 (Jun) adjusted earnings of $1.75 per share, $0.19 better than the Capital IQ Con…
"FISHER SAYS MEXICAN GOVERNMENT BETTER RUN THAN U.S. GOVERNMENT
FISHER SAYS MEXICO GOV'T ANTITHESIS OF U.S. GOV'T ON FISCAL, BUDGET"
lol
http://www.zerohedge.com/news/2013-08-05/quote-day-mexico-usa-says-dick
Fisher has been saying these things f…
Reply to @VintageFreak: " We expect Active Managers to "save us" from bear market declines right?"
No. Most mutual funds are long and if it's a bad year it's a bad year - I mean, how many funds effectively just sat back and watched 2008 happen? Lot…
Martin Armstrong: Dow 30,000 by 2015.
http://seekingalpha.com/article/1602862-heeding-martin-armstrongs-dow-forecast-30-000-by-2015?source=google_news
"All I can say is that the MAJORITY absolutely must always be wrong. This has led to many accusi…
Reply to @STB65: I think SQM is interesting from the fact that they are a huge lithium producer and the stock has already been obliterated (it has a relative strength index on the weekly chart of just under 8.) That said, POT does have a stake in S…
Reply to @MaxBialystock: Effectively, this is a T Rowe Price global balanced fund that can devote 10% to alternatives, which include hedge funds. "Under normal conditions, the fund’s portfolio will consist of approximately 60% stocks; 30% bonds, mon…
Reply to @VintageFreak: "I think the government apparatus is at work trying to get people to see "problems" existing offshore instead of looking onshore."
Yeah, I agree. I've thought that for a while.
Reply to @Charles: I don't agree with Buffett on some things but I am more and more in agreement with his view that you buy things that you would be comfortable holding if the market shut down for 10 years. That's a bit tough and I'm trying to be be…
Reply to @Old_Joe: In 2009, not too long before Berkowitz piled into financials:
"He applied strict value criteria when he assessed stocks, and he adhered to the simple (but wise) rule of not investing in anything he couldn't understand. So Berkow…
Fund has not exactly been remarkable, but has done okay in comparison to its peers.
Holdings are now available on Morningstar and the T Rowe Website.
In terms of the alternative aspect of it, 7% of the fund is in Blackstone Partners Offshore,a he…
Added to HQL earlier in the week. HQH/HQL are a compelling way to play healthcare due to their private equity exposure, but there are a number of good options, such as the T Rowe fund which Ted has mentioned.
