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@Ted Your starting to get on my nerves. You had better start reading the board before you knee-jerk you articles
But thanks for the reminder!
RMB Mendon Financial Services Fund to close to new investors
TheShadow TheShadow
RMB INVESTORS TRUST
(f…
@Old_Skeet said on Tue the Feb 21st
Should it continue to drop and reach a reading of 135 then the Index (stocks) will have moved from overvalued to overbought by the barometer.
All of the barometer's feeds with the exception of the earnings feed …
Major Asset Classes | February 2017 | Performance Review | Rising tide for risk assets CapitalSpectator.com
The Russell 3000 Index climbed 3.7% in total-return terms, marking the index’s fourth straight monthly increase. In close pursuit: US real …
We, Seniors, Aren't so Grouchy are we......????
U.S. Consumer Confidence Strengthens to 2001 High. Under age 35 not so much.
BY TOM MOELLER FEBRUARY 28, 2017 Haver Analytics
The Conference Board Consumer Confidence Index for February jumped to 114.…
@Art I own HYOAX @Schwab.I expect new purchases to carry the trans.fee associated with TRP funds upon the merger/transfer.We can swallow hard or look @ similar w/o the fee. **HWHAX and ARTFX @ Fidelity ?
**This fund is now available NTF (No Transact…
HYOAX
Henderson manager was previously @ T Rowe Price
Biography
Kevin Loome joined Henderson Global Investors in 2013 as Head of US Credit, and in early 2013 launched the Henderson High Yield Opportunities Fund. His career began at Morgan Stanley b…
One of @Scott's often mentioned EM funds, RIMIX has also had a good start YTD after a lackluster 2016.PRMSX probably helped by the analysts in the T R P Latin American office.PRLAX up near 47% last 52 weeks.RIMIX remains an emerging Asia-centric fu…
Hotchkis & Wiley High Yield I HWHIX February 2017
Portfolio Manager Ray Kennedy discussed the factors driving our view of the high yield market as well as top reasons to invest in high yield in 2017. The following summarizes his discussion:
Fun…
@hank said
"My own working definition of cash is pretty conservative. Not because it's the "right" definition. But simply because that's the way I structure my investments. Cash to me extends only to the reaches of a conservative ultra-short fund li…
I have seen other funds list The Cayman Islands as a domicile for their holdings.It may indeed have a connection to the counter parties involved.
Why is the SPC being used increasingly as a fund structure?
The Cayman Islands continue to be one of …
@Old_Skeet said,
"continue this as a weekly if its readership warrants."
Look's like this has been a nice popular addition to the board.Thanks
"Until he (Ted ) returns I plan to keep posting "The Markets & More" each weekday morning and I welco…
@VintageFreak said Hmmm...I never heard of PTIAX
Often mentioned on this board.I own it.Not as a substitute for cash.
2016 Q4 PTIAX -1.12 AGG -2.98
M* Category Multisector Bond-0.51
http://ptiafunds.com/resources.html
Apple leads way.
In 1998, when the S&P 500 closed above $10 trillion for the first time, Apple accounted for just under 0.06 percent of the index. It now accounts for about 3.5 percent of the S&P 500, according to S&P Dow Jones Indices.
…
Thanks @Old_Skeet ,safe voyage to you and those close to you.Thanks for this thread.I think you should introduce "Old_Skeet’s market barometer" in chart form !
From last year's bottoms of Feb 11th,2016 One year returns
For the one-year return windo…
Can you still include the word moderate in a paragraph that includes Democrat's and Republican's ?
University of Michigan Survey.Consumer confidence retreated from the decade-peak recorded in January, with the decline centered in the Expectations …
Bloomberg Gadfly Take
Nir Kaissar is a Bloomberg Gadfly columnist
The Department of Labor’s fiduciary rule is formally on the chopping block,
Brokerage firms have been lobbying against the rule from the moment they heard the word fiduciary. Trump’s…
@davidmoran
Attached is PDF of Recap of Gundlach on Jan 10th.You like politics !
I said The biggest mystery to me is what happened to Mr Gundlach's "Just Markets" webby from January 10, 2017 The website has no link or mention of it.
Greetings,
T…
Politics Ain't Beanbag and Neither is Running a Hedge Fund
Hedge Fund Alert. February 08, 2017
Mezvinsky and Partners Disband Eaglevale
Eaglevale Partners, a global-macro shop co-founded by Hillary Clinton’s son-in-law, Marc Mezvinsky, is no long…
High Yield Fund (HWHAX) Eight reasons for High Yield
..spread narrowing has tempered our near-term return expectations compared to a year ago, but as we look forward the high yield asset class continues to possess attractive characteristics that we …
@davidmoran,Mr Sherman encouraged investors to contact DblL for any ???s concerning the funds.The slides were informative and the presentation gave me a better understanding of the Cape Enhanced Strategy.Mr Sherman did not address the under performa…
@ VF Mr Sherman did not discuss the International version@ length .Only includes Euro region. NOT hedged. Only uses performance data since the dawn of the common currency.Both funds bond duration around 1.8 %.DoubleLine opines that the US strategy …
@Old Skeet said, "use to own WASAX (Ivy Asset Strategy) years back when it was nimble enough to reposition from time-to-time towards the faster moving market currents"
@briboe69 WASAX had $35 billion in assets a few years ago, and now is down to $5…
@Dave said Other thoughts for retirement stability income?
Safe and stable. Is 3% for 9 years enough ?
TD Ameritrade is participating in the FDIC Insured* JP Morgan Chase Bank Fixed Rate Primary CD offering.
Offering details:
Issuer: JP Morgan Ch…
PAYDEN & RYGEL WEEKLY REVIEW Getting Back To Work
January’s jobs report bolsters the view that the cycle still has plenty of room to run and that the Fed can still afford to move slowly. Slowly, not because the economy is weak, but because th…
Online Brokerages Head Lower As Schwab Slashes Trading Costs
Feb. 2, 2017 9:08 AM ET|By: Stephen Alpher, Seeking Alpha News Editor
Starting tomorrow, standard online stock and ETF trade commissions at Schwab (NYSE:SCHW) will be just $6.95 each, dow…
Major Asset Classes | January 2017 | Performance Review
By James Picerno @ capitalspectator.com
Most markets around the world continued to rise in 2017’s opening month, building on last year’s broadly positive close. Leading the way higher in Januar…
Here is a Closed End Fund in the HY category managed by Baring/Babson Barings Global Short Duration High Yield Fund BGH. Good run with oil. I took some profits from BGH last week.
Oil And Gas 18.03%
http://www.barings.com/funds/closed-end-funds…
The Perennial Obsession With Constantly Predicting Recessions
James Picerno @ The Capital Spectator from 6/5/2016
According to a variety of “experts,” the US has been on the cusp of a new contraction ever since the last recession ended more than sev…
PTIAX
Performance Trust Strategic Bond Fund
4Q 2016 | COMMENTARY
While interest rates and spreads have waxed and waned somewhat since the crisis, volatility has been relatively mild, and the xed-income landscape has not changed fundamentally since …
CCAPX Manager had good run @ WASAX .In 14 months has attracted $375 mil.Transaction fee @ popular brokerages.On my watch list.As @00BY observes, monitor in evolving mkt conditions.
https://www.chironfunds.com
https://www.chironfunds.com/Data/Sites/…
Highlights of the Week:
Treasuries: Treasuries traded with much uncertainty and caution in President Trump’s first week in of officeThe market probability for a rate hike at next week’s Fed meeting hovered at 22%.
Corporates: Amid scrutiny and a sh…
Virtus Investment Partners Prices Public Offerings of Common Stock and Mandatory Convertible Preferred Stock in Connection with Pending Acquisition of RidgeWorth Investments
Virtus Investment Partners (NASDAQ: VRTS ) -1.7% priced its concurrent unde…
China Markets Close for New Year/Year of the Rooster/ GMO Quarterly Letter
Is Trump a Get Out of Hell Free Card?
No, but he may help us get out of Limbo
4Q2016 GMO Quarterly Letter features Ben Inker's "Is Trump a Get Out of Hell Free Card?" and J…
U.S. Existing Home Sales Reach 10-Year High
BY TOM MOELLER,Haver Analytics JANUARY 24, 2017
During all of 2016, sales of existing homes increased 3.8% to 5.452 million, the highest level since 2006, when sales reached 6.478 million.
The total invent…
Ran into this .Good chart of nearly every domestic index's performance in time frames dating to the past five years.
So, is there magic in the post-election sprinkling of Trump Fairy Dust? I am encouraged by many of the ideas put forth, especially o…
@Javelina
https://www.msci.com/market-classification
MEASX I own this fund.
Asian orientated. 50 % Frontier although Pakistan will move "up" to Emerging this year.Both managers spent time in Frontier Countries in early careers.
https://us.matthews…
