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.
PREMX not mentioned in particular,but EM Bonds have been hit hard lately and for the full year.The blog even contains the word "panic".
http://blogs.barrons.com/focusonfunds/2013/06/10/emerging-markets-bond-etf-sees-biggest-selloff-in-a-year/?mod…
Small investors continue to invest.
http://www.bloomberg.com/news/2013-06-09/schwab-topping-goldman-sachs-presages-american-return-to-stocks.html
Anybody dare to invest in Argentina's vast resources? Estimated #4 in shale oil reserves and #3 in shal…
Marketfield's Micheal Aronstein's May commentary starting on page 3.Seems bullish on developed economies and a bit concerned on emerging market's debt.
http://www.nylinvestments.com/polos/MSMK02h-051327263.pdf
Reply to @flume: I did laugh @ the article's lead in,and it should have included our own politicians. But then I saw who authored the article and immediately became skeptical.Paul Farrell is himself not one to put your trust in .He should be includ…
Reply to @Old_Joe: Hopefully Ted will return.We are all poorer without his adept ability to ferret out pertinent links to enhance this site.But he did take up a considerable amount of space by not condencing said links under one headline or banner.I…
Bought some PAAS (love that volatility) to bring my precious metals back up to 5.4% of retirement assets.Mr. Market had trimmed it from 6.8% on Dec 31! With an additional 22 % in non-USA assets ,the year's returns have been somewhat subdued.But core…
Reply to @scott:Was unfamiliar with Chambers but my curiousity got me here.
http://nreionline.com/
Looks like a good idea source.Have WSR high on my watch list.Locations in high growth areas but remains pricey.
PS. I am familiar with Chambers Stree…
Not to be cynical ,Scott,but are there any politics involved @ the IRS? Iron Mt probably owns more actual R.E. than HASI ever will. A BDC probably better describes HASI. I do have HASI on my watch list.
About Hannon Armstrong
Hannon Armstrong is …
Reply to @OregonDan: Welcome Dan.Thanks for the link.You're preaching to the choir when endorsing FPACX and Mr Romick.Lot's of admirers and holders of FPACX here.For younger investors,FPA's $100.00 down and $100.00 per month AIP plan is as good a pl…
Reply to @CathyG: Your two small caps seem to fit your risk profile,both cash heavy. And because of that, near the bottom of M* performance rankings for the past 18 months! On those up days,you won't get much bounce there.Like fundalarm has noted …
If it will make you any happier on a down day, buy a 100 shares of this! There is no guarantee in stock or bond investing and we all wish we had sold or bought more at a particular time in the past.Ride out the the valleys and hope you've chosen a …
Reply to @MaxBialystock:
And the manager and family own nearly 70% of the fund.Unfortunately the fund is currently not available at Fidelity, Schwab or TD Amer.Probably why asset base is so small.David did a good job of profiling BRTNX this past we…
Start with 7.5% of your total in each of these two funds. A little work here,BRUFX not available at Fidelity and FPACX carries a fee at Fidelity. But these two will be your core holdings and have produced superior long term risk adjusted results,esp…
FROM THE LINK BELOW
“ETF closures are a healthy part of the maturation of the industry, and enable providers to free up capital to develop new and innovative product offerings for investors,” William Belden, managing director for Guggenheim Investme…
Was today a final capitulation? Some of these YTD totals are quite ugly. My retirement funds started the year @ 6.9% in a mix of TGLDX and DWGOX.Now @4.14%. I continue to add on a $ cost average basis and may accelerate the amount and frequency if t…
Reply to @scott: -regulation and other factors-Does the relationship between The Oracle and President Obama have more than just a wish for higher tax rates as a basis.? http://seekingalpha.com/article/1311191-bakken-the-rail-revolution-everything-…
2013 1st Q wrap:Four + years into retirement. Retirement accounts breakdown: 30% cash,lucky to get 1.47% in G'ment TSP. 20% international equity led by MSMLX,MAPIX,WAEMX(closed),MAPTX. 19% small growth led by WSCVX (closed) SATMX. 15% core led by BR…
Reply to @Investor: WAEMX is closed to new investors but as mentioned Wasatch does offer a couple other options in the EM space especially in small companies.Since taking over as co-manager in May 2011, Ms Geritz has done very good with the below li…
The good news is many of the funds listed may now be available NTF and "load waived"through Fidelity and others.
From a related post; Fidelity waives loads
The Fidelity Rep had to check with the trading dept.but he was able to verify that ESMAX was…
Reply to @Bud: Probably because their system is not quite ready for the transition.Did some homework last night and while their was a banner above several funds I researched @ Fidelity stating the A shares were now offered NTF and load waived ,when…
Reply to @scott: I've never thought of Europe as an investment option per se, but have used broad based foreign mutual funds for the exposure as you recommend .A good manager can make the macro and country specific decisions for me.Plenty of count…
Reply to @scott: From what I've read recently on this forum and elsewhere, their is and will be an immense demand for the unconventional shale oil/gas production and proven reserves being developed in our country and Canada.How we get that product…
Lots of interesting comments also attached to this article.The tax implications certainly are not simple or easily understood.But more opportunities arise daily as the MLPs raise more cash and shipping companies, Golar LNG Partners LP(NASDAQ:GMLP …
A little caution to be aware of ,but as the last paragraph states,"What is interesting here is that many of these MLPs have risen since the offerings. Many were also upsized, implying that investor demand remains very strong. With Copano Energy LLC …
A little different approach to some of the popular indices.I do not own any of the ETFs but track RWJ as a benchmark against my small cap holdings. From the web site;
"Our revenue weighted indexes hold the same stocks as their respective market ca…
TED,Why include Cyprus in your headline comment when the article has absolutely no connotation to what is or may possibly be happening in Cyprus? The story you linked to was written well before the ongoing drama/comedy? presently unfolding .If y…
Reply to @Anna:Thanks for your tongue in cheek observations. Also exported by Cyprus according to MJB,is surfeit (that's excessive in everyday language) worry as depicted by his post concerning this entire thread,now viewed 970 times and counting.…
Reply to @scott: Here are two more articles that spotlight just why many people may have just the slightest
interest in this story.
http://seekingalpha.com/article/1286141-why-cyprus-does-matter?source=feed
http://www.realclearpolitics.com/article…
Reply to @Charles: Got Cortina idea from one of your charts in an earlier post.THBVX was in the latest category kings in WSJ.Both available in Fidelity Retirement Accts with very low minimums.Started a position in Cortina and looking at Thompson on …
Reply to @BWG: Thinly traded indeed!Like you say, buy(if you can)and hold.Look's like a very interesting story.CA was a bit less LIBERAL in those days!
http://microcapclub.com/2011/10/jg-boswell-the-most-interesting-small-cap-you-never-heard-of/
"Orr arrives in Detroit as perhaps the most competent person ever to walk through the doors of City Hall. He's got an impressive turnaround pedigree, as well as a tanker full of hubris. If the job can be done, I believe he's the one who can do it."
…
Reply to @scott: Speaking of Argentina and risk,here is another option.Although not farmland, I own just a touch of the REIT, IRS,a part os Cresud's holdings.Argentina has confiscated a lot more than 6.7% of savings accts throughout it's leftist rec…
Reply to @scott:Once at the link,click
'Perspective on short selling' in the video presentation. Like Mr Aronstein says,"we're short to make money".Also in the same video,click the 'Where does the Fund Fit'
http://www.nylinvestments.com/MainStay/Fe…
Ted's favorite Liberal says spend.And he's proud of his record in the Clinton Administation that once said "the era of big government is over"
http://www.huffingtonpost.com/robert-reich/the-contest-over-the-real_b_2875076.html
