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.
My experience was to $ca into the market no matter what the market was doing, just as Bitzer suggested. The power of discipline is powerful when it comes to investing.
I heard about the possible SWIFT sanctions on Russia and I agree, that would be another level up as far as tension goes. Finland has noticed Russian intrusions in their airspace and they are not happy. Following the MH17 disaster, Australia is ponde…
Professor Malkiel has been one I pay attention to when I can. However I am surprised he used just one factor ( CAPE ratio) to make an assumption.
The M* writer does bring up the low rates.
Emerging markets and muni bond. The professor mentions th…
I agree, and the more the better when more posters are involved. These kind of outlier articles are the attention grabbers no matter which website one visits. One day mutual fund outflows are at record highs. The next day everyone is piling new mone…
Thanks Accipiter. I actually prefer not to be notified. The less I get in my email inbox the better. I get a badge notification on the inbox when I get a message and that suits me fine.
The yellow notice on the profile page makes it clear now whic…
I do see that. It wasn't clear before. People click on a name to send a pm and a box pops up. The assumption is that's the place to write the pm. But that is not the case.
Thanks Accipiter.
It should be clear so people have comfort that their messages are or are not private. It's bothersome to know others can read your stuff.
I checked my profile and there is nothing there. Actually it says "nothing happening here." It I have sent and received PMs. On the other hand I did see messages on others profiles. It appears to be random.
The UK is pushing to block Russia from SWIFT banking access. This would be one if the stiffest sanctions to date.
http://mobile.bloomberg.com/news/2014-08-29/u-k-wants-eu-to-block-russia-from-swift-banking-network.html
Are the real estate and energy sectors more homogenous than tech as a broad group? Tech would seem to have more variables included versus the two other sectors.
Apples to apples or apple to kumquats?
Crash had stated that he wanted to keep that money at Matthews so I took it that he knew of the Asia buildup in his portfolio.
@Crash, for future movements, since you have funds at TRowe and Mairs and Power, perhaps some of their funds would help …
MAPOX is a decent fund. I don't know its history during bear markets but it's been around for a while. I had forgotten that MAPTX was closed.
Matthews is a great company. I have MAINX as well as MAPIX. MAINX is around 5% of my portfolio. But, they…
I don't care much for Mr Buffett but his point of shunning taxes to the govt because it will be wasted is worth exploring. Sure we could have a 90% rate for the top earners but that just makes those people explore ways to avoid it. That takes time a…
How many students go to college just for the social experience? They build up loans and come out with nothing but a good time. Those same students then wonder why they cannot find a good job. Many end up in govt jobs it seems.
I wish there was mor…
@Crash,
29.78% is a lot in my opinion. My shares of MAPIX= 9.02% of my portfolio. It is a good fund though and it is closed to new investors so I would not sell it all. If you decide to sell, just pare it back a bit. The bigger question is where to…
Haha, I missed that. A bit off the topic but I like BK burgers but hate their fries. When they switched to the batter coating it ruined them. In any case, there are no BK's in my neck if the woods but McDonalds is around and I like their fries. A fe…
Is this money for EM or a specific part of the market?
As for MAPIX, I would not sell it all. What percentage of you portfolio does this fund hold? If it's a lot, I might pare back but keep some money in it.
That's the bottom line Jerry. We have heard a lot of politicians talk about tax reform but the reform ends up more complicated than before. I had a talk with a Hong Kong expat who had to pay HK taxes. Two pages of paper and that's it. I have always …
Perhaps not but the transformation of Singapore from a old port brackwater into a modern state with the largest port in the world cannot be discounted.
And hopefully I haven't committed the cardinal error of investing in something I don't understand. I had decided way back that funds were better for my purpose as I can let the manager deal with maturities and durations. But I also knew that diversi…
Another point to bring up is Bob Brinker Jr's fixed income newsletter. This has been out for quite some time now. I have never read it but wonder if anyone else has?
Singapore has shown that you can attract business and become a thriving destination for such by having low tax rates. There are other places too. Countries with higher rates are starting to see business leaving.
@Old_Skeet, I think that is the progression of a lot of investors. Listening to someone and eventually broadening their horizons. I will admit Brinker got me on the $cost avg kick, and I pushed that hard through my working life. For me, when my por…
My memory is not so good these days so thanks rjb for the clarification of the sell and buy signal history of Bob Brinker. What I do remember is that I was pretty much out of the market before the bear really sunk its teeth. I did nothing with the Q…
That was something I guess I would have to wait twenty years for. I didn't really pay much attention to the MarketTimer title because he seemed to be a steady and sure investor with some small changes along the way. When the 2000 tech crash hit ther…
