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.
This is a problem I have struggled with as I am unwilling to give my passwords to Personal Capital or Yodele because of security concerns, or link my Vanguard accounts to Schwab or vice versa.
I dont find Schwab portfolio analysis tools very helpf…
I am not an expert on central european thought or medical history although I have read a lot more of the latter than most. I do know Hayek.
I think it is a big stretch to link Vienna to Fox.
I also think that the Republicans will try to blame Obam…
That is exactly the problem. They use estimates until there are buys or in this case sales that establish a real price. So when the estimates are obviously higher or much higher than the prices they see quoted the last thing a manger wants to do i…
For what it is worth I think the issue with IOFIX is they were forced to sell thinly traded bonds at any price to meet redemptions after they exhausted their line of credit ( I seem to remember $200 million??)
Since these bonds probably sell "by a…
I think it is very very hard to know what IOFIX bonds are really worth. These prices that make up the NAV are at wide discounts. Even AGG was trading at a huge discount.
When they can get a price it is frequently just one "put out there" by the sp…
nope after Boeing spent what 50 or 100 billion on buybacks in the last ten years. But the taxpayer will bail them out again
Let us at least pray the US gets an equity stake or warrants like Warren could get
I assume the risk that municipal governments will fail is considered pretty unlikely now, as their tax revenues will take moths to decline. How many of them have revenue bonds for example on airports ? Hard to tell but maybe I should have kept those…
If we have no social distancing or other preventative measures then at leaset 80% of everyone in the US will indeed contact the virus.
The 5 million people will not all be grannies. Mortality rate in Kirkland nursing home is 30% 2.5 million fol…
I dont think you can use the test data until tests are widely available. The numbers then will skyrocket. Using the flu as an example it is estimated there are 100 cases for every diagnosed case but most of these people are not sick enough to go to …
For anyone who missed this I think this is the best single web analysis of the pandemic
https://medium.com/@tomaspueyo/coronavirus-act-today-or-people-will-die-f4d3d9cd99ca
The first Tuesday after the first Monday in November is federal law since 1842 and consequently cannot be changed without an act of Congress. The democrats will not go along.
Although McConnell has a call out to older Republican federal judges to r…
One of the most aggressive "allocators" I have run across is American Association of Individual Investors "Level three" portfolio. James Cloonan spends an entire book trying to prove that there has never been a period longer than five years where t…
I assume the mortgage bonds in IOFIX are less sensitive to the emotions in BB or B rated energy or airline bond markets making IOFIX less variable recently. Liquidity is a real risk in IOFIX although the mangers recognize that and have lines of cred…
@FD100
Thanks for the update. I assume that you pretty much ignore the month or older published portfolios and focus on the NAV performance as a reflection of what the fund is actually buying and selling?
Since the prices of a lot of these bon…
Do the problems in the credit markets ( what took them so long to wake up?) today concern anybody with positions in DHEIX JMSIx PTAX or JMUTX ?
https://www.bloomberg.com/news/articles/2020-03-06/credit-market-has-worst-day-in-a-decade-as-virus-fuel…
From the CDC
https://www.cdc.gov/handwashing/show-me-the-science-hand-sanitizer.html#twentyone
Reference 21 has a large scientific discussion of all of the issues. Many are irritating but true allergy to just alcohol is rare.
The biggest proble…
best site for current cases etc
https://www.worldometers.info/coronavirus/coronavirus-cases/
This site also has hundreds of other "meters" like number of cigarettes smoked worldwide today!
Bloomberg news reports that Chinese airlines are starting …
The entire WHO report is worth reading and not to technical. It has a lot of data on incubation periods etc.
https://www.who.int/docs/default-source/coronaviruse/who-china-joint-mission-on-covid-19-final-report.pdf
The WHO believes the Chinese ext…
very concise article about WHO study of China and it's lockdowns. They sent 10000 epidemiologists/ case trackers to Wuhan in a few days
https://www.sciencemag.org/news/2020/03/china-s-aggressive-measures-have-slowed-coronavirus-they-may-not-work-o…
As a primary care internist with 30 years of medical practice I have to agree with all of the above, with some caveats about ZINC. This quote comes from one of the best professional online medical textbooks ( anosmia is lack of smell)
"Zinc — A…
I agree but ZEOIX has a shorter duration ( 0.57 vs 1.4) so will handle rising rates much better
BTW how do you easily access the older and much better fund pages at M* ? your link works but I cant get it to load any other fund's profile
In case you missed it
More cases in washington state one dating from specimen January 19th It has been circulating for weeks
None with any travel history or contact. Possibly one in RI
Faucci who is a hero for banging the drum about AIDS and h…
Unfortunately Trump's chickens may all come home to roost. Cutting the NIH and CDC budgets, calling scientific analysis "fake news", saying the press is the enemy of the American people, claiming that the "deep state" experts should all be fired.
E…
Most recent JAMA article 20% Chinese cases severe or critical
https://jamanetwork.com/journals/jama/fullarticle/2762130
Covid 19 is largely unknown and as the world has no immunity could infect almost everyone. The infection rate is estimated a…
But why would they start a province wide quarantine of 11 million people if there was not the danger that hundreds of thousands would die? 80000 people died of the flu in the US in 2018 and we didnt blink.
Where there is smoke there is fire
The one idea I can't get out of my head is the following:
If COVID 19 is so benign and causes far fewer deaths than the flu, why is China quarantining 300 million people?
The only reason they would do that, is that they had data that the mortali…
While it is not public knowledge who has been "moderated", I have found dtconroe's ideas and threads to be useful and more the target of the "Spats" not the source.
I for one would be very disappointed if dtconroe does not continue to contribute i…
This is a pretty good recurring once a decade article "why can't Warren beat the SP500" article, similar to 2000. I do think he could do several things better ( like buy back more shares if he can't find an "elephant")
On the other hand, having o…
Vanguard #10 TRP #20 AKRE Primecap not ranked because
"To qualify for this ranking, firms must offer at least three active mutual funds or actively run exchange-traded funds in Lipper’s general U.S. stock category; one in world equity; and one …
Of course all of the money he used and earned over the years came from people like you and me. If Pimco executives are this corrupt in their private lives, would you trust them with your money? Hopefully (?) the SEC is on the job.
I am sorry th…
Unfortunately M* has abandoned individual investors as they see much higher margins aiming at advisers and their proprietary ETFs. There are many posts here about how this has affected us all.
Quality of editing, lack of innovative ideas, cutting …
THE FOOD AND DRUG Administration has issued a warning letter to the makers of Purell, directing the company to stop advertising its products as effective in preventing the flu and other viruses.
https://www.usnews.com/news/health-news/articles/2020…
While I do not trust any spin that elected politicians put on numbers, the medical professionals at the CDC and our state health departments are solid professionals who will not let politics interfere with their duty to protect the public.
Reading the article I am pretty sure it refers to net worth
2017 you needed $1,180,000 to be in top 10% of households.
https://dqydj.com/net-worth-brackets-wealth-brackets-one-percent/
It is a real question of why interest rates are not rising despite massive amounts of debt worldwide. Lacy Hunt and Hoisington Management have claimed for years that the expanding government deficit soaks up all investment capital throttling growth…
