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.
These funds are beating the market in 2013 and have strong long-term records
https://news.fidelity.com/news/article.jhtml?guid=/FidelityNewsPage/pages/5-of-the-best-stock-funds-this-year&topic=investing-mutual-funds
We can only hope!
Senate Committee on the Budget - Patty Murray Chairman From her statement Oct 16th
:...as part of the agreement to end this crisis, Republicans have now finally agreed to the budget conference committee that I have been asking for…
Reply to @scott: Kenny Polcari even before the announced agreement: " Remember – If the probability of a real default – not a technical default was that high – then you would see much more volatility in the markets…..so the fact that the indices …
"Can you say KICK THE CAN DOWN THE ROAD"
Kenny Polcari this morning sums up this sorry situation.
http://www.kennypolcari.com/2013/10/15/morning-thoughtscinderella-moment-try-the-penne-with-pumpkin-cream-sausage/
Some Background on the above mentioned Heritage Action
To most observers, who think the GOP is losing this fight, Mr. Needham's optimism that Republicans will carry the day may seem astonishing. But Mr. Needham says the second-guessers are wrong.
h…
Reply to @Junkster: From Huntington EcoLogical Fund's Fact Sheet:Sustainability and environmental stewardship
continues to grow in importance across
the globe. We believe the companies in the
portfolio are well positioned with regard to
these growin…
Scott,like you've said, crises to crises to crisis for the forseeable future.
David Frum:
"so brace yourself for more crises ahead."
http://www.thedailybeast.com/articles/2013/10/15/debt-ceiling-deal-may-be-struck-but-the-crisis-is-not-over-yet.htm…
Reply to @prinx: Keep your DREGX ,great long term results,as everyone has said.Add TGMEX for a EM Bond/EM Large-Cap component with BISAX.lw for an EM smid-cap value component. Re-balance annually!
What? No Simpson-Bowles
“Perhaps tomorrow will be a bright day,” Reid said on the Senate floor Monday night. “We’re not quite there yet.” McConnell echoed those sentiments, saying that “substantial progress” had been made that day.
A framework that…
Same story in The Philippines !
The government has said it needs to raise infrastructure spending from around 3 percent of GDP now to 5-7 pct of GDP, or by about 300 billion to 500 billion pesos ($6.95 billion to $11.59 billion) annually, to keep pa…
From INVESTMENT NEWS DAILY Small-caps: Fueled up but pricey
Seth Reicher, president of Snyder Capital Management LP:
“If you're bullish on the overall market, you will want to be in small-cap stocks,"
http://www.investmentnews.com/article/20131013/…
Zero Hedge:
"not about keeping the economy afloat, is not about preserving jobs, but merely keeping the stock market at or near its all time highs:"
http://www.zerohedge.com/news/2013-10-12/chuck-schumers-bottom-line-dont-hurt-stocks
Stupidity?
"Will they be right? There's still 10 days to go and while most believe the GOP is not THAT stupid...I'm always reminded of a quote (from Einstein? who knows):"
"The difference between stupidity and genius is that genius has its limits.…
Reply to @JohnChisum: "investors took a chance and cheered perceived progress to avert a possible U.S. default"Asia @ 3 week highs,more rumors.
http://www.reuters.com/article/2013/10/11/us-markets-global-idUSBRE96S00E20131011?feedType=RSS&feedNa…
More Canadian Oil for Asia if Approved
The Canadian prime minister remained upbeat about Canada’s chances to snag a growing share of Asia-Pacific trade, which he made a top priority three years ago.
“It is no international secret that the rise of A…
"There was a lot of anxiety over the debt ceiling. Today alleviated some of that," said Russ Koesterich, chief investment strategist at BlackRock Inc.
"Whether or not we can hold these gains is another matter. There's certainly a pathway to a deal,…
And another in the dividend space.
NOBL
ProShares launches new dividend growth ETF
The S&P 500 Aristocrats ETF (NOBL) launched today - the fund homepage outlines the fund strategy of holding only S&P 500 companies that have increased their …
From Dallas Fed's Fisher in a speech today:“We actually make decisions and we get things done,” Fisher said about the central bank. “We have a Three Stooges act taking place on Capitol Hill.”
http://www.bloomberg.com/news/2013-10-03/fed-s-fisher-sa…
Always worth reviewing.From Howard Marks' Client Memo, dated August 05,2013
Excerpted from http://www.oaktreecapital.com/MemoTree/The Role of Confidence_08_05_13.pdf
A word about the long run: While conditions, confidence and asset prices all seem…
You may also consider this fund.Now available Load-Waived @ most brokerages.Bought in April when Fidelity began offering more LW options.DCA' ing along with WTIFX (closed) for Europe exposure.
http://performance.morningstar.com/fund/performance-retu…
Reply to @VintageFreak:
Here is the link! Mr. Twitchel pretty much defines tactical in the last minute.Quick acting on specific opportunities.The fund's not for everyone, but just the term "hedge fund"in the adviser's history should peek your int…
Reply to @scott: Brazil:A Contrarian Play! FROM SEEKING ALPHA XOM
Libra oil auction shaping up as a major disappointment for Brazil
More on Brazil's planned auction of the Libra oil prospect: Only 11 companies registered to participate - far few…
Reply to @scott: Well said,Scott.Some of the stories concerning the politician's work for any kind of leverage for either side's position in budget/debt ceiling debate is quite concerning.
http://www.politico.com/story/2013/09/forget-shutdown-debt-…
Tough neighborhood to play in !
http://www.reuters.com/article/2013/09/18/us-fund-commodities-arbalet-idUSBRE98H10220130918?feedType=RSS&feedName=businessNews
Carefree,Read mrdarcey's excellent post in this discussion.Several of the funds on your list are included in his observations along with several other funds with long term success.As noted in his post,LC growth funds have as a general rule struggled…
Reply to @scott: Lots of REITS.BDCs Ems heading back to MAY levels
http://blogs.wsj.com/moneybeat/2013/09/18/emerging-market-etfs-surge-after-fed-holds-off-tapering/?mod=WSJBlog&mod=MarketsMain
AND MPLs
Energy MLPs pop on Fed no-taper news
En…
And Just Like That,Precious Metals Jump
https://www.google.com/finance?q=NYSEARCA:SLV&ei=5-w5UqCANM_GqQGMnQE&ed=us
https://www.google.com/finance?q=NYSEARCA:GLD&ei=5-w5UqCANM_GqQGMnQE&ed=us
Guggenheim Sees Buying Opp in Bonds
http://guggenheimpartners.com/perspectives/media/rising-interest-rates-must-end-soon?utm_source=SilverpopMailing&utm_medium=email&utm_campaign=Market Perspectives - Rising Interest Rates Must End …
Gas Prices Ave over $3.00 for a Record 1000 Consecutive Days +Timeline of effecting events since Katrina
http://www.yourwestvalley.com/topstory/article_cb0b5b36-1eee-11e3-81e7-0019bb2963f4.html
MORE VOLITILITY ?
From SEEKING ALPHA
MARKET CURRENTS real-time news and commentary for investors
Today - Sunday, September 15, 2013 6:43 PM
IDX
Emerging markets on watch after Summers news
News that Larry Summers will not be the next Fed Chairman …
Yellen or Summers From a San Francisco Perspective
http://www.sfgate.com/technology/businessinsider/article/The-Case-For-Janet-Yellen-In-One-Sentence-4816544.php
