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 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…
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…