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.
I didnt listen to the entire interview but the text of the article only says that he thinks it will help bring jobs back to the US.
The Commerce department followed up however with this:
"As Secretary Ross made clear the first step is to bring t…
Unfortunately, I think this has legs long legs. If you really think that there were only 1200 new cases overnight and we are up to only 7700, you are ready to believe the lying Chinese government.
They have completely shut down a city that is big…
I dont think we have seen the full implications of this. Ex head of CDC on Bloomberg TV stating it is more contagious than SARS, while less fatal. This will mean faster spread (esp with greater Chinese air and train travel than in 2002 and during …
Does anyone know if BABA would be affected by Trump's threat t prevent Chinese firms from listing on US exchanges if they dont follow SEC policies ? I suspect not as I have been told BABA is not really a listing of the equity but a derivative that g…
here is the head of the NIH infectious disease section, Anthony Fauci, review of SARS MERS and now this one
jamanetwork.com/journals/jama/fullarticle/2759815
While not a fatal as SARS, there will be a lot of people infected as there is far…
I dropped Money magazine and Kiplinger's after I got more experience and learned the hard way that most of their "where to invest your money NOW" articles were 3 to 6 months too late.
The one Kiplingers publication I have found worthwhile is Inves…
I understand the methodology DSENX uses but I can't figure out what percentage it holds in fixed income as ballast. With a yield of almost 2% it must be some, but if so why did it drop almost 20% fall of 2018? I tracked the SP500 almost point by …
This list is close to David's January commentary review of funds downside deviation. I looked at that in some detail and have the following two cents
1) AKREX concentration in several industries (20% MA and V) is concerning. A lot of it's o…
I would try to find good local professionals for the specific tasks you need by asking people who seem richer and more experienced than you. I have always run quickly the other way when someone claims they or their firm can do all of the above.
I g…
I too am glad to see the emphasis on Liquidity. It was probably not responsible for the "flash crashes" of ETF prices some of us can remember but that is a good example of what it might look like if everyone in some of these junk heavy bond funds h…
I wonder how long M* will continue this alternative server? This site does not recognize me. I doubt they are updating the information either. What a shame they dumped this. I am almost going to cancel, but their portfolio manger still seems to b…
The Prius battery was indeed limited at 60000 miles in the past but the newer models are far better. I have one (2014) in New England with 90000 miles without any battery issues.
Once it wouldnt start at zero but it is fine anywhere above that. …
I am recently eligible for Medicare and have spent three days trying to compare costs of Supplemental plans. It would require a PhD not just an MD to figure out the best plan. It is unbelievable and the feds do little to enforce a uniform comparison…
according to Super Safe Dividends ( great dividend site) MAC yields 10% but pays out 80% of FFO in dividend and has a debt to EBITDA ratio of over 9.
"During the financial crisis, MAC's sales were down -11.9%, which was about average performance at…
I can understand high school graduates and people in the lower end of the middle class who are hanging on by their fingernails without union jobs believed in 2016 Trump was going to be different. My office manger went to every Trump rally in our sta…
I don't trade much and am suspicious of quantitative or technical systems that are offered for retail investors. IF they worked they would be used by everyone and then stop working. Look what happens when a new "Shadow stock" is added to AAII portfo…
Yes I have subscribed for over a decade. In addition to the above losses, the "purchase" tab on funds is missing. It was not always correct but it gave you a place to start.
The new web page is a disaster
If it were not for the portfolio aggregate…
I think it is worth considering. 1) it is only back to levels before original trial looked dead. 2) Data is impressive with 20 to 40% decrease in declines in test scores and clinical outcomes. Both the low and high dose apparently reduced plaque. W…
Yuk Zuk strikes again. Why do people send him their money?
No one would have blinked if he decided that Facebook would not publish outright lies, especially ones in a well funded political campaign
I think that "off color" is an very inaccurate description of what he said, especially the references to slavery and girl's pants. I never knew that he had significant institutional money ( I guess I never thought much about it but $100 billion is…
Another spin on sin investments. Some people would claim that it makes no difference if Fisher is a misogynist, a racist or even a white supremacist, if he is a brilliant investor.
This is a little different than a similar person running a company…
I would ask myself how would I feel if the date you moved the funds coincided with a 20% bear market and you had lost a chunk? There is an increasing awareness that people who loose large amounts in early retirement bear markets sometime don't have…
It is crazy. Consumer staples with growth rates of 3% have PE of 20 ??? Real Estate up 25 to 30% Treasuries up 30%
Nothing is cheap but if you stay in cash you look silly at under 2% now. Until you don't.
At 67 I am only 20% in equities. Early…
Since these brokers sell their order flow for money to make up the difference, the spreads will widen and you wont get the best price. Assuming I did the math right, if you loose a penny better price on a $40 stock you loose money if you trade mor…
I think there is a good argument to be made for an allocation fund as long as the "allocator" is really talented. I have never believed that a fund manger should ALWAYS be fully invested. You are paying them for their judgement and if there seems to…
I know several currently flying commercial pilots with years of experience on the 737 and some on the Max. They all said they were aware of this problem before the doomed flight and could easily explain to me, a layman how to disable the system and …
I too am concerned this is illiquid. The NAV of funds like these as mentioned is estimated at fair value daily, and you have to take the funds word for it. If everyone wants out at the same time watch out. The fund has an incentive to fiddle with t…
Over five years total return is almost identical to VWINX which has been a lot less volatile
With only 9 % turnover a year, the mangers are not doing much for their 0.7% fee.
M* has been dismissing individual investors for the last 5 years with the staff and governance changes. Many of the old guard have obviously lost the battle and the firm is clearly focused on advisors and small institutions. this is not unlike Van…
from what I read this was an inside job pulled off by rouge AWS employee and her knowledge of a back door. Unlikely that proprietary software from these companies would have protected them
The issue with your bank going under while you hold your CDs is both opportunity cost (can't reinvest money until it comes back to you via FDIC) and needing the money for expenses etc. We had some CDs go bust in the S and L crisis and it took seve…
I have stayed clear of Catalyst funds ever since they changed the NAV after I sold a position, giving me less money. Their excuse, of course, was with thinly traded securities the individual positions are "valued" by a methodology not the market. …
