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.
Off the top of my head I would think that if 75% of patients in this huge system got HCQ, there had to be something really unusual about patients who didnt, ie older sicker more likely to have counter-indications or already on deaths door, etc.
in…
I hesitate to post such a detailed response, but I hope the following is useful to anyone who values dispassionate and rational analysis. I am a doctor, trained in Internal Medicine and clinical epidemiology and research design, recently retired fr…
I am in the same boat, although just retired so very wary about starting retirement with a 30% loss if things go south. I am widely diversified but have only about 20 to 25% in equities; mostly cash.
It will not take much inflation to crater all b…
Thanks for the update. The only downside to PVCMX finding decent entry points at the march bottom and then it's stellar performance since is that Eric Cinnamond is not writing as many commentaries about stocks and the market as he used to, as he sa…
Why do you need to call people who disagree with you names?
Many people who believe in the middle of the road politics find Trump dangerous and disgusting both personally and for what he has done to the rule of law and impartial justice in this c…
Any non psychotic investment advisor would look at my portfolios and shutter, but I have tried to match my overall equity and risk assets to my ability to sleep at night.
I have about 20% in equities, 10 % in other stuff ( Gold, MERFX, COGIX, TAIL …
I am also in a quandary. I don't see Covid disappearing and I think it will cause at the best a "W" recovery. While these extremely low interest rates do sorta justify the sky high PEs we are seeing, I am always leary putting more money into equit…
I would worry far more about a spike in interest rates crushing bonds, especially leveraged CEFs than defaults. Avoiding defaults is presumably why you hire an active manger, not an index
@msf Ha Ha Ha
If Vanguard were a food co-op,they would make us work a certain number of hours a month say answering the phones. The would also have to publish what they paid their top executives
I have been in several co-ops over the years. Bel…
thanks for the reference. Regardless of the origin, people should examine facts and data before enthusiastically recommending most of the junk on the web today. Unfortunately many people do not want to seriously consider facts, hard science, or da…
I have chimed in before without much effect but will do so again.
I don't think eliminating Off Topic will do anything other than have people post political junk in other forums. I have made my opinion obvious and try to call out this junk when…
the zero hedge site is confusing and loaded with adds. Publishing a book that claims to have definitive information about the worlds wore pandemic only in Italian seems a bit suspicious. If he is such and expert and has such a strong case, why wou…
So sad So much riding on studies which take months and years to complete, now all complicated by a jerk who cant tell a randomized controlled trial from a bimbo.
I spent 40 years running and reviewing randomized controlled trials. they are complic…
I am a bit more optimistic. The way out is for EVERYONE to vote in such large numbers that there will be no doubt Trump is finished. Even cities that had elections with many polling stations closed ( ie Milwaukee) had large turnouts
I am keeping equities to close to 25% my minimum and am selling YCGEX and increasing exposure to AEDAX and MAINX and GLD
Eventually the far better control of Covid in Europe has to be reflected in their economies and as the US Dollar weakens, Emer…
I have discovered a wonderful daily blog on politics from a BU professor Heather Cox Richardson
Letters from an American Short concise with links to document everything she reports.
https://heathercoxrichardson.substack.com/about
https://heather…
https://jamanetwork.com/journals/jama/fullarticle/2769034
Strong correlation between early school closings and decreased cases and deaths.
But WH has already said "science doesn't matter" in the decision
I thought you were referring to the poor NYC woman who died in the first recorded great white shark death in Maine last weekend.
No one has died in Massachusetts since 2018 but they closed the same Cape Cod beach two days in a row this week beca…
I probably have more complexity than most but my wife and I have had many different jobs with their associated different type of retirement accounts. Nor do I trust any one broker so we have stuck with Vanguard Schwab and Fidelity. Vanguard is beco…
Give poor Mnuchin a break. If you made the mistake of marrying this trophy wife the second time around, you would be dialing for all the dollars you could get.
https://www.dailymail.co.uk/femail/article-8153611/Steve-Mnuchins-wife-Louise-Linton-l…
All rather useless speculation and panic. Having known many high ranking military folks ( Colonel and above), I am confident that they love their country and the democracy and while they will tell you they will follow "legitimate" Presidential order…
The Fed is stuck between a rock and a hard spot. The only way to get rid of all this debt is to inflate our way out, but when that happens, the interest payments on the debt go thru the roof. Better hope the economy picks up, but if it does higher…
https://covidactnow.org/us/tx?s=61189
This is a great site with statistics on each state and county's cases. test positivity rate, ICU beds and case tracking rate ( first time I have seen that )
Look at difference between CA and NY MA and CT, …
he still has $1,000,000,000 ???
The only manger I know who was worse is Henry Van der Eb who ran the Mathers fund. He nailed Black Monday and then sat in cash forever after
I have read all of Swenson's books ie "Pioneering Portfolio Management" and worked very hard at trying to find funds or ETFs that could possibly duplicate his "private equity" and absolute returns and venture capital.
In a word there is no retail …
@old_skeet
How well I remember Senator Ervin and how proud am I to say I am a Texan, like the other superstar of Watergate, Barbara Jordan.
As a Black Woman she had every reason to echo Lewis Braham's sentiments above. But instead she said
"…
Wow I am glad I have a reputation as an expert, but while I am a doctor, and am fairly knowledgeable about statistics and epidemiology and clinical medicine, I am not an immunologist. What I know of vaccines comes from medical school ( 1978) and 40…
I think IV is implied volatility
The bottom line is this is one of the most volatile markets in history . As option prices include volatility measurements, I think this means you could loose your shirt!
@FD100
you may have told us before but how do you avoid redemption fees on some of these funds?
Congratulations on establishing your system that seems to work almost all the time. How much work does it take to evaluate incoming data daily or hourl…
Red state governors do not want to list hospitalization or % positive tests as it allows them to attribute increasing cases to more testing. However hospitalizations and % positive are all going up in Texas Florida
The market is running on fumes, hoping that 4 Qtr 2020 or at worse 2021 earnings are back to pre covid levels. Powell said they will not be, as he does not expect economy to recover until at least late 2021
Wow I am going to have to print this out and go over it line by line to see what I missed
1) Financial publications Barrons A shadow of its former self after the Murdoch took over but still the best around ( this just means that everybody else ha…
somewhat simplistic article but maybe people need reminding that companies have to pay dividends out of something. Buying companies with long dividend history is a simple way of insuring that they have profits and money in the bank, assuming they a…
Seventy plus percent of trades are driven by "algos" and are short term. They are run by people whose careers are on the line if they do not beat the market every quarter (Jeremy Grantham's "career risk"). Any positive headline or a data point that…
