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.
Yep, I'm not a fan of his. His recent chatter of telling Apple to buy back their stock was proof of him looking out for himself as you said. I think Apple can take care of their own business and they haven't done a bad job so far.
His thoughts abo…
I would have to agree and if the upcoming Christmas season is a bust for Sears then that will close their doors.
One thing to ponder, if the real estate is the value in Sears, then why keep the stores running?
If I had money in Pimco's Total Bond, I would not move it to another firm but I would transfer it to other funds in the company. I don't have any funds with Pimco for whatever that is worth. I think the new management deserves a chance.
The commen…
AAPL went against the grain and closed up. The way this market is acting it seems disconnected from the everyday business and is on its own. These volatility spikes remind me of ventricular fibrillation (v-fib) of the heart which is not good. Lookin…
So what I gather from all this good information is that some like high quality bonds, some like the unconstrained bond funds, and I would suppose some would go with both. maybe a mix of those plus some hedged or market neutral type funds?
When carbon fiber looked like a threat, Alcoa did some work and came out with a new aluminum alloy that's just as light and strong. Just as expensive too I would guess.
"But again, the question is are they any better than a balanced fund?"
That has been the million dollar question in a couple of threads talking about different funds. The premise this time around is that a equity bear market might be coupled with a…
@VintageFreak, Thanks for linking that. I don't know if he will go into finance but that shows the value of just having a college degree. Last time I talked to him, he was with a team working on drone technology for the USAF.
I can see where unconstrained bond funds would have trouble selling the junk bonds to buy higher quality if nobody wants junk. The timing of the manager would be key.
I have enjoyed listening to Larry Swedroe when interviewed. His comment of havin…
Looking at M*, this fund has a lot of cash on hand which would explain the lack of movement. I don't own any Whitebox funds but there are some here that do and they are talked about on occasion.
The manager is keeping his powder dry. Not a bad ide…
"The weird thing, as always, is that the supposed "trigger" ("Disappointing Data Out of Germany") has been both obvious and widely commented upon for quite a while now."
During their daily briefing when they spin the wheel, the arrow landed on Germ…
Probably not a bad sector to invest in. My two growth funds each have over 12% allocated to health stocks. One has to be careful not to get overweight in this sector.
PS; SPY or the SP500 index has 14.46% in the healthcare sector per M*
Thanks @johnN. I like the way you consolidate your links in one post.
It does seem the EMs were oversold after all the media screamed to get out. Now they say to get back in.
I never left.
@msf, I'll take the blame here. I forgot that it is Core Plus, the term AC used for funds that have extended capabilities. This fund is my biggest bond holding so I suppose that makes it my core holding. I do have a good amount in AOMIX which has s…
Duration was one of the factors I went into ASDVX. It's a new fund but American Century brought in Marge Karner who is not as well known as Gundlach or Fuss but nonetheless has experience. She heads a team of four other managers. Currently the dura…
A good link.
I've been looking at utilities funds for when the time comes. I don't hear much about them here. Anyone else contemplating them?
As for the bond plays, it has been said over and over that short duration bonds do better in rising rate…
@msf, Thanks for that info. I never applied for their credit card. I'm wondering how the chip and pin would help me with ATM withdrawals which is what I use it for the most?
@scott, regarding iphone saturation, I think that is why China is important here. The latest number I have is 6 million reservations for preorder of the iphone 6. India would be another huge market but I don't know if Apple is pushing as hard there.…
@willmatt72, I wondered about that myself as I saw the charts of these two side by side. It looked like YAFFX took just as big of a hit as the other too but it would be hard to determine their holdings at that time period.
Ever since 2008, I have had no reason to patronize the big boys anymore. There are better choices out there. I use Schwab Bank and have no issues at all and no matter where I am I get good customer service. Credit unions are another option.
There …
You hit the nail on the head VF. As my nephews and nieces headed into college they were wondering what they wanted to do in life. One nephew picked a major we didn't see coming. Aerospace engineering. I think he has a bright future ahead.
I don't know about a summer break, maybe in the eyes of some journalists?
As for bonds, for every story we see about the bond market ready to explode, there is another story about the amount of money going into bonds. This is what makes financial n…
I was scanning Bloomberg for news and I came across this, posted just 39 minutes ago. I guess Rio slammed the door on Glencore.
http://mobile.bloomberg.com/news/2014-10-06/rio-rejects-glencore-approach-has-had-no-more-contact.html
"Can you imagine the bloat of natural gas if these two egos actually merged efforts? The egos alone would fill the LA Coliseum to overflowing."
The financial media would have gone bonkers. No more dull news days.
"Both the media and a wide array of financial advisers preach owning a diversified portfolio. Below, I have created a hypothetical asset mix that a moderate growth investor might employ."
It should be made clear that these are the words of Gary Gor…
It does seem to be well planned. Tokyo is well known for their rescue and disaster planning for all kinds of events.
Osaka and the Kansai region have been hit and the storm is now moving into Tokyo. The rain is the major issue.
Depending on the success of the individual investor, either way will be touted. Both sides have their advantages. Many investors choose to use a mix of passive and active management depending on the goal.
