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.
At any given time,one can be very right or very wrong in E M markets.
World Markets Weekend Update: The Rally Accelerates, Dominated by China
May 23, 2015
by Doug Short
All eight indexes on our world watch list posted gains over the past week, with …
@Sven said Something is very fishy with Hanergy.
Hanergy not the only funny money valuation on the various Chinese Exchanges.
"Hanergy and Goldin Financial Hldgs both...surged more than sixfold in the past 12 months. Across the border in Shenzhen, …
@davfor said
..I am still picking up on the slang used in this neighborhood.
Try typing in "ted woodshed"in the search box @ top right of this page for an insight on the sling , oops I meant slang,used here.
@Old_Joe said:
There's plenty more worth seeing on the Central and Northern California coast,
You bet their is...
San Francisco Giants shut out Dodgers for the entire three-game sweep
the San Francisco Giants shut out the Los Angeles Dodgers for the…
With China's uneven environmental record and Brazil's history of alleged widespread corruption throughout much of it's state controlled industry,this looks like a disaster in the making.Don't know about the "uncontacted tribes" allegation,but it d…
Took some profits from health/China holdings .Looking for uncorrelated assets here:
RIMOX
With Theodore Stohner and Graham Rainbow on the sub-advised portfolio management team what could go wrong,man?
http://www.citynationalrochdalefunds.com/fundinf…
Argent Capital Management News & Commentaries
/Favorable Odds
Weekly Investor February-17-2015/
Danaher Corp. (DHR), headquartered in Washington, D.C., is a designer, manufacturer and marketer of medical, industrial, professional and consumer pr…
Ted could also offer his family farm for a commune with a Five Year Plan
@Ted
September 2014 in Fund Discussions Flag
FYI: I own a 1,200 acre farm west of Dubuque, Ia. It has been in my family for close to a hundreds years on my father's side.
N.V…
Searching for Clarity Among the Dots
Fixed Income Outlook
April 2015
From Osterweis Strategic Investment OSTVX
In Seurat’s painting, his dots produce a clear image. We can’t say the same for the FOMC’s
dots. The ever-changing plots, torturous lan…
Negative interest rates in countries such as Denmark and Switzerland will contribute to the abolition of paper money and a shift towards alternative payment systems.
That's according to the head of retail fixed interest at M&G Investments Jim L…
I'm a believer ! A Vision.A Divine Perspective
Founded in 2008 with a vision to offer high performance values-based mutual funds to individuals, financial advisors, and institutions, Eventide has become a leader in faith-based and socially responsib…
APRIL 13, 2015
The biggest U.S. tax breaks
BY DREW DESILVER Drew DeSilver is a senior writer at Pew Research Center.
"Here’s something for taxpayers to consider: the more than $1.3 trillion worth of tax breaks that are allowed under the U.S. tax co…
Brighter Private Outlook/Some Clouds in Public Finance?
Transitory or Terminal?
Putting First Quarter Weakness into Context/ Quarterly Outlook
by Diane Swonk, Chief Economist, Mesirow Financial
http://www.mesirowfinancial.com/economics/swonk/theme…
@00BY / @catch22 Thanks for the insights.
Inverse bond opportunities/Short bonds for the brave.
David Sherman's ideas in this space are only available to accredited investors.(who among us?)
Cohanzick Nexus
Cohanzick Investment Management’s Nexus …
@Ted, Here's a suggestion for you.A little less scolding and some
caring for your nearby neighbors! ( If you haven't already)
TO DONATE TOWARDS THE NORTHERN ILLINOIS TORNADO DISASTERS
Donate online or call 1-800-SAL-ARMY, or text SACHICAGO to 8088…
U.S. oil rig slowdown resumes rapid pace, down 40 this week
Apr 10 2015, 14:15 ET | By: Carl Surran, SeekingAlpha News Editor
The oil rig count has fallen for 18 consecutive weeks and is down 53% from the recent peak of 1,609 rigs hit on Oct 10, 2…
Rothschild Larch Lane Alternatives Fund Investor Class RLLBX
The Rothschild Larch Lane Alternatives Fund (the “Fund”) returned 2.18% net of all fees and expenses for the month of March. Three of the Fund’s four subadvisers
had gains for the month. T…
Fed's Concerns
A nostalgic time before the DotCom crash and of course 9/11 and "the great recession".They called him the maestro for a while,didn't they? Are current conditions a "favorable economic environment".
Testimony of Chairman Alan Greenspa…
Federales couldn't get them any day!
McEwen robbery highlights risks for miners in Mexico
McEwen Mining (NYSE:MUX) fell 5.6% in today's trade after yesterday's news that 900 kg of gold-bearing concentrate containing 7K oz. of gold - ~$8.4M in potent…
Hat tip to @catch22 for this link.Lots of info.
http://www.tradingeconomics.com/united-states/inflation-cpi
http://www.tradingeconomics.com/united-states/labor-force-participation-rate
Also:
The Capital Spectator
US Payrolls Suffered A Dramatic…
@Mark Edited to add - at least the author isn't a lawyer.
Or politician.
Today's Sidebar @ http://www.realclearpolitics.com/
WASHINGTON
Mixed Grades for the 114th Congress at the Three-Month Mark
Sen. Robert Menendez Indicted
Schumer-Durbin Rift Cou…
@Ted, You missed my tongue in cheek comment.
He wants to renegotiate the lease terms ,Ted !!
More Ag/Farm
Jf Drought worsens in West..farmers may face restrictions
California governor orders mandatory water restrictions
BY FENIT NIRAPPIL ASSOCIAT…
Satisfied with DLENX (monthly) Asset manager:
Luz Padilla (Started: Apr 6, 2010) Dollar denominated decisions by Ms Padilla continue to pay-off.
http://www.doublelinefunds.com/pdf/3-31-15_Div_Payment_Schedule.pdf
Not so much.
MAINX …
@ Ted said September 2014 in Fund Discussions FYI: I own a 1,200 acre farm west of Dubuque, Ia. It has been in my family for close to a hundreds years on my father's side. The report I'm getting from the tenant who farm it for me is about 188 bushel…
....those who have it..
Business | Wed Apr 1, 2015 10:09am EDT
Automakers profit from luxury models, North America, China -McKinsey
NEW YORK | BY JOSEPH WHITE AND BERNIE WOODALL
The world's biggest automakers increasingly are making money by produc…
I own WAEMX in a retirement acct.@ Schwab. When trying to purchase additional shares this A M ,got this message.
This order cannot be placed. Please read the Order Verification message(s) below for assistance.
Order Messages
We cannot process your o…
@Ted, You alerted us about this E T F early on ! $$$$
SBIO +25.25 Y T D
From the linkster:
http://www.mutualfundobserver.com/discuss/discussion/17999/new-biotech-etf-hits-the-market/p1
PTIAX for a mutual fund option.
http://www.ptiafunds.com/images/website/documents/ptiax/ptiax_performance.pdf
http://www.ptiafunds.com/images/website/documents/ptiax/ptiax_dividend.pdf
http://www.ptiafunds.com/images/website/documents/ptiax/ptiax_…
@AndyJ Same here.I always forget which day to put the "string around my finger".
Have come to enjoy Mr. Gundlach's presentations.Gets me laughing at times with the irony I think he excels at.
Take a ways:
Janet Yellen- Time spent with foreign centra…
@Old_Joe tries for "conglomeration of stuff that has approx 50% of the volatility of the 500"
Recently sold MFLDX and went here,RLLBX. Recent multi-manager alternative/hedge fund/long short offering.
http://www.rothschild.com/WorkArea/DownloadAsset…
UPDATE
Schwab to launch adviser robo in Q2; consumer version unveiled today
'Chuck' officially introduces Intelligent Portfolios; will offer adviser model in Q2
By Alessandra Malito | March 9, 2015 - 11:06 am EST
The announcement came on Monday…
Was just reviewing some of David Snowball's earlier Funds in Registration feature earlier tonight and was curious myself.
Greenhouse MicroCap Discovery Fund
BCDSX:US
PENDING LISTING
GREENHOUSE MICROCAP DISCOVERY FUND (BCDSX:US) IS PENDING LISTING
…
Classic Risk/Reward 101
(Bloomberg) -- Chevron Corp. sold $6.35 billion of bonds, the biggest debt offering by a U.S. oil and gas producer since the 54 percent rout in crude began in July, as investors seek debt of energy producers that can weather …
@hank
Snuck Up On Me Too /Mutual Fund Option NASDX
Shelton Nasdaq-100 Index Direct
http://quotes.morningstar.com/fund/f?t=NASDX®ion=usa&culture=en-US
Speaking of Hedge Funds. Rothschild Larch Lane Alternatives Fund
Good name and ideas in a mutual fund package? Availble for now @ TD.($2000 init/no min.subqt). Going to belatedly trade MFLDX for RLLBX in my I R A this week.
Investment White Paper/Sa…
@catch22 From edit. http://www.mutualfundobserver.com/discuss/discussion/18798/the-closing-bell-u-s-stocks-turn-lower-in-final-minutes-on-greece-news#latest
http://foreignpolicy.com/2015/02/03/welcome-to-the-backlash-era-europe-podemos-syriza-electi…
Coming Tomorrow
ECB cancels soft treatment of Greek debt in warning to Athens
BY JOHN O'DONNELL AND JAN STRUPCZEWSKI
FRANKFURT/BRUSSELS Wed Feb 4, 2015 7:18pm EST
However a document prepared by Germany for a meeting of EU finance officials on Thurs…
Russell Fundamental Global Select Real Estate Index
TOTAL RETURNS AS OF FEBRUARY 03, 2015
DAILY MTD YTD 1YR 3YR 5YR 10YR
0.58 0.82 4.96 23.97 15.71 15.57 10.34
http://www.russell.com/indexes/americas/indexes/fact-sheet.page?ic=D54907
