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Here's my response to RSIVX, In My Schwab I R A
Was a $5000.minimum @ Schwab now $100 (see Ted's post here;" Schwab Slashes Minimums On OneSource NTF Mutual Funds"http://www.mutualfundobserver.com/discuss/discussion/comment/71575/#Comment_71575)
P…
No Myths But Some Speculation
on What May Be Future Modifications in the I R A Universe
Possible Law Changes Beyond File and Suspend
Posted on November 20, 2015 by David Ott Acropolis Investment Management
Registered Rep Magazine Reference
When I …
AUTHOR DAVEY ALBA. DATE OF PUBLICATION: 11.18.15.cc@Wired
TIME OF PUBLICATION: 9:20 PM.
SQUARE IS GOING PUBLIC AT A PRICE LOWER THAN PLANNED
Facing yet more investor skepticism
Square’s IPO announcement comes at a time when the market has beco…
A Big Bet on Emerging Markets
Posted on November 17, 2015 by David Ott Acropolis Daily Insights
Schwab’s IMPACT conference
This year featured more academics than usual, which I found particularly engaging. One of the sessions was actually a debate …
DoubleLine's Gundlach: Fed hike 'no-go more likely than most people think' Paris attacks alone are unlikely to play a factor in next month's decision.
Reuters By Jennifer Ablan Sun.Nov 15th
DoubleLine Capital co-founder Jeffrey Gundlach said on Su…
@VintageFreak You can do some homework @ the link below.My largest holding.Often some deep value and thinly traded securities in portfolio.In times like '08-'09, value can get a lot deeper and if few want your IBM shares who's going to buy your Alan…
In my inbox today
11/04/2015
MFLDX: MainStay Marketfield I
The Morningstar Star Rating for this fund has changed from 3 stars to 2 stars. For details, click here
RPHYX: RiverPark Short Term High Yield Retail
The Morningstar Star Rating for this f…
Ted,Good to see your posts again.Keep chuggin along.Corn must be in the bin and rent payments paid for 2016 farm lease I hope. Also hoping for this.A little way to go though.
@MFO Members: I agree with DlphcOracl that we are still in a secular bu…
Here is a good headline and an accompanying article about the new S E C rules
YOU TOO CAN NOW INVEST IN STARTUPS! WHAT COULD GO WRONG?
JULIA GREENBERG BUSINESS DATE OF PUBLICATION: 11.01.15..wired.com
Risks, Rewards, Returns
The Securities and Exc…
Investor Ackman defends Valeant in 4-hour conference call
By Dean Starkman latimes.com
The brash billionaire activist investor, best known in California for his scorched-earth campaigns against Herbalife Ltd. and the management of drugmaker Allergan…
Off-topic but,
Continuing with the never saw such a thing theme:
DENVER (CBS4)– REI, the outdoor gear store for nearly any sport, will not sell you anything on Black Friday, either in its stores or online. Instead, the retail giant wants shoppers …
@little5bee @ VintageFreak
OTCRX updated 10/27/2015 Webcast and slides from Oct 14th presentation including discussion of potential capacity.
http://www.ottercreekfunds.com/index_webcasts101415.html
From slides
CONCLUSION
Seek to achieve:
Absolut…
Short White Paper From Morgan Stanley
Investment Management
Tales from the Emerging World Commentary
|October 6, 2015
In China, the working-age population growth
rate was still hovering at just under 2 percent as recently as
2003, but then start…
Boom and Bust is as it always has been ! ( From Freeport Mac's Conf call ) Oct. 22, 2015 6:51 PM ET
We reported total sales of copper during the quarter of 1 billion pounds, gold sales of 294,000 ounces, 23 million pounds of molybdenum, and 13.8 …
.Puerto Rico Debt Debate is BACKKKKK !
.the extent of the human tragedy,” Sanders said. “Wall Street should not be believing they can get blood from a stone.”
Puerto Rican debt is popular with municipal bond fund managers because they pay interest …
Several Widely Held Shares Jump After Hours
Dow Jones 17,489.16 1.87%
Nasdaq 4,920.05 1.65%
Technology 2.08%
MSFT 48.03 1.76%
48.03 +0.83 (1.76%)
After Hours: 51.50 +3.47 (7.22%)
AT&T (NYSE:T) is up 2.2% after hours following a third quarter…
Same experience and thoughts as @willmatt72.Haven't pulled plug yet but when I do I'll keep this fund @ the top of my replacement list.
Performance Trust Strategic Bond PTIAX
http://www.ptiafunds.com/images/website/documents/fund-documents/ptiax…
OTTER CREEK LONG/SHORT OPPORTUNITY fund
OTCRX Sept 30 2015 Fact Sheet
The largest winners in our short portfolio included Valeant Pharmaceuticals, Stifel Financial, and Lululemon Athletica which contributed 47bps, 29bps, and 28bps
respectively.…
Hey! With 3D printing technology constantly changing and innovating ,this fund may want to reconsider with this product in development.
This 3D-printed bikini can now clean polluted ocean while you swim
Wayne Murphy October 18, 2015
http://thenext…
FPA Crescent Fund – Q3 2015 Update
Activity:
o Sold out of Norsk Hydro and Sulzer
o Added to several names, including Alcoa, CIT Group, Cisco, LPL Financial, General
Electric
o Purchased a handful of new equity positions and a few new fixed income p…
OTCRX Market Commentary
"Despite the equity market sell-off over the past several months, there are positives in the current macro environment as the housing market continues to
recover, non-residential construction spending appears robust, nonfar…
Sector Report
Guggenheim Partners
High-Yield and Bank Loan Outlook - October 2015
October 14, 2015
Report Highlights
The Credit Suisse High-Yield Bond and Leveraged Loan Indices posted losses of 5.2 percent and 1.2 percent for Q3 2015, respectivel…
More Blackstone ( BX )
By LISA BEILFUSS WSJ
Updated Oct. 8, 2015 8:36 a.m. ET
0 COMMENTS
Blackstone Group L.P. will acquire BioMed Realty Trust in an $4.84 billion cash deal, adding more office buildings and laboratory-capable facilities to its re…
A RISKIER APPROACH
Templeton Betting on `Multi-Decade' Emerging-Market Opportunity
October 5, 2015 — 5:37 PM CDT
Updated on October 6, 2015 — 4:36 PM CDT
The recent selloff in emerging-market assets, including Mexico and Malaysia’s currencies, has …
Funds | Mon Oct 5, 2015 10:13am EDT
By Lawrence Hurley
Oct 5 (Reuters) - The U.S. Supreme Court on Monday left intact an appeals court decision that allowed a financial adviser to sue Charles Schwab Corp over allegations that the brokerage firm dev…
Big Miss For US Private Payrolls In September
Today’s payrolls report from Washington is ugly. The crowd was expecting that today’s jobs report from the Labor Department would show that US companies added 200,000 positions in September. Instead, tod…
".....nobody really cares as Greeks have no real choice.”
Last January, Greek voters selected left-wing Syriza leader Alexis Tsipras to fight back against austerity demanded by Europe. On Sunday, in the fifth Greek election in six years, they elect…
MORE TO SPEND !
U.S. Household Wealth Set Record in Second Quarter
Federal Reserve says household and nonprofit net worth climbed to $85.7 trillion
By JOSH ZUMBRUN
Updated Sept. 18, 2015 6:27 p.m. ET The Wall Street Jrnl
The net worth of U.S. hou…
Forget the September ’15 Fed Tightening – There Has Been a
Stealth Tightening Since September of ’14!
The Econtrarian September 2, 2015 (Closing Thoughts)
The Fed’s creation of thin-air credit likely financed,
directly or indirectly, increased purch…
Negative Momentum Weighs On All The Major Asset Classes
By James Picerno | Sep 14, 2015 at 06:37 am EDT The Capital Spectator
Emerging-market stocks have been getting hammered this year, but last week offered some relief. The Vanguard FTSE Emerging …
Oil falls more than 2 pct after banks cut forecasts
LONDON | BY LISA BARRINGTON AND CHRISTOPHER JOHNSON(Reuters)
Oil prices fell more than 2 percent on Friday after Goldman Sachs and Germany's
Commerzbank both slashed their crude forecasts, citing…
@scott said;
If Illinois doesn't turn things around (and honestly, not sure how that's going to happen) and you have problems elsewhere (Puerto Rico, etc), MBIA/Ambac/Assured Guaranty are going to be problematic again, like in 2008.
"Rousseff's ap…
Macro View
Pressure Mounts on China to Act
August 21, 2015 By Scott Minerd, Chairman of Investments and Global CIO Guggenheim Partners,
As a result, the PBoC will soon be forced to reduce bank reserve requirements while allowing for a more rapid de…
This Week In Energy: The Growing Threat From China
By Evan Kelly Oilprice.com
Posted on Fri, 14 August 2015 18:58
The move to devalue the yuan was aimed at providing a jolt to Chinese exports. But a more pessimistic take on the move is that China’s …
Elsewhere in Energy
Freight rail traffic falls sharply on weaker coal, oil demand
Aug 7 2015, 17:54 ET | By: Carl Surran, SA News Editor
...an increase in container volumes could not offset a sharp decline in oil and coal shipments, according to the…
hank said
August 2 edited August 2 Flag
A few morsels from Ed:
"Some men are born mediocre, some men achieve mediocrity, and some men have mediocrity thrust upon them. - Joseph Heller"
Will this be mediocroty thrust upon us? As in;
Hi ! I'm fr…
@Catch said There are some positions that may be invested towards drones; but my experience is that most of the money to be made will be via private and not so much, any public exposure. Not unlike early monies into 3D printing
Just saw this article…
@hank August 4 The third component, cash, might well "protect" but won't offset losses in the other two components.
Some of this concern explains why I have overweighted commodities recently (and underweighted stocks and bonds). As proof that I'm no…
