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.
Crap, I still want to know how good the returns were for the advisor who was using the "stars" for investments(posted here a few days ago). Too bad for the jail thing........but, did the advisor make decent money for the clients???
Howdy @hank,
You noted: "If there's anyone here who's consistently called the interest rate picture accurately over the past 3 years please come forward?" (previous thread)
"While I question your claims of 100% accuracy in calling rates"
>>…
I agree with @fundalarm, at this time, and today. The investment tides do move about, eh? PPI and CPI have changed a bit from routine movements.
We moved into some plain TIPs funds the last week of February. "Why?", you may ask.
This sector had a p…
Howdy @heezsafe,
A blip I noted this past February; that I noted previous at FundAlarm, prior to MFO. The Goldman forecast was interesting (link near bottom of linked page).
>>>Jeez, did I write this??? .....who just day's ago claimed to…
@heezsafe
Howdy,
Would you clarify the meaning of: "Yes, isn't it comforting (and--c'mon, admit it-- just a tad sweet) when one's instincts are validated, after a multi-month wait, and ya know your mojo sensors still work?"
Take care,
Catch
@hank
Howdy hank,
You noted: "However, if your time horizon is shorter, than it's probably a good time to lighten up on all risk assets, including bonds"
Investment travels at this house would likely take us in the opposite direction; "if all risk …
The reverse applies, too; eh? Depends upon the allocation flavor of management for the active funds. VILLX and otherx are examples so far this year. Reviewing weekly changes in allocation/balanced funds lets one have a good guess of how much of a po…
@hank
My original reply was to your past tense statement/question.
This new consideration is a whole different beast, eh? Looking forward.
Kindly lay-out for us mere mortals where the 10 year Treasury will be on the following dates:
July 4, 201…
@fundalarm
Howdy,
You noted: "ps i like how ted [with hot biotech] silenced catch's weekly bond updates -- your typical hare and turtle story.."
I am not clear as to what you are indicating with this statement.
The weekly reports were stopped i…
@hank
Howdy,
You noted: "If there's anyone here who's consistently called the interest rate picture accurately over the past 3 years please come forward?"
.....I have my hand raised............... :) :) :)
Take care,
Catch
@cman
Thank you, as always; for your observations.
Perhaps I should have waited until Sunday morning (now) and not late night Saturday (too tired) for the write. I didn't place the thoughts as a rebuttal; but understand how this may be viewed, as …
If the brokerage option is part of the 401k plan; one would suspect you would be allowed to invest in whichever funds, stocks and etfs that are not part of Fidelity, but with which Fidelity has an agreement. Whether reduced minimums would be availab…
@Crash
Annuities have been discussed numerous times over the past few years here at MFO.
The new and improved MFO site does offer a very decent search. Search the word, "annuities" or "annuity" to discover which discussions contain the word for y…
@Dex
We use Windows 7 and IE 11. Used Chrome for a few weeks; but had page load problems at several sites we used often. This may have been some type of conflict with how the web page was built. Ten years ago I would have played tech. spy to determi…
@LLJB
Perhaps the now approved "IMF" loan is part of the Hasenstab plan, too.
'Course, the whole thing, (loan and country) could still crash and burn.
IMF $17 billion loan
@hank
Howdy,
We exited most of the equity side two months ago. We'll either be happy with the bonds for several months; or find our monetary arses flat to slightly down for the next six months.
Take care,
Catch
Sadly, these folks are among those with whom we invest and swap monies.
A link from a previous post, and the best description, with which I agree.
What is a psychopath?
I check "internet traffic reports" periodically just for fun. Some data for particular locations stays the same for long periods of time; so, I don't know how useful the data.
http://www.internettrafficreport.com/
OJ, is likely correct. The folk…
From the article: "Earlier this month, Bank of America Merrill Lynch warned that we’ll see a 10% to 15% correction this autumn."
Glad to know this "prediction" is from the Merrill group and not B of A's accounting group. :)
Does B of A's "predicti…
@Old_Skeet
Howdy,
I took a quick look at one of the short term bond funds, ITAAX, in your list. I am not familiar with this fund or its prospectus, as to what methods are available to the managers; but find that the most current report (12-31-13) …
As the board and radio/tv news, is generally equity-centric reporting, I'll lend a helping hand to the bond side of life with the below link.
Regards,
Catch
Bonds, weekending 4-25-14
@hank
Howdy, up north.
I followed the pension tax issue very close, here in Michigan; and wrote many emails about this silly tax plan......but, I digress.
My understanding, from recall only; having read many of the legal pieces of this taxation d…
@PRESSmUP
Howdy,
You noted to Vert: "I'm about the same age as you, and plan to continue my coverage at the Cleveland Clinic under the Affordable Care Act when I retire."
You're stating that your current health care plan at Cleveland Clinic will …
Perhaps he wants to kill off some of the current pricing; and waiting for a better price point to buy. Some of these big-player folks are gaming the system, eh? They're just not breaking any laws with methods of pronouncement, be it fact, fiction o…
Tax bracket wise; for a large percent of American citizens, they do not have to be concerned with a high income tax rate. Their main concern is having enough "net" income to provide for...................well, everything they require to live.
The fo…
Yup.............central banks around the globe have seen the light and will be mending their foolish ways; employment with a fair living wage is on the rise everywhere, technology will spur many new areas of work for the masses to help return a midd…
MJG noted:
"I’ve hesitated to recommend it to the MFO membership because it devotes only a minor portion to investment advice. It is not sophisticated in that it covers many broad financial matters in a simplified format. It is a great introductor…
@ron et al.
FRIFX, if you have access to Fidelity, is a nice conservative real estate fund. The category ranking of FRIFX for real estate related funds at M* ,won't set a viewers buying thoughts on fire, at first glance; as this fund is curren…
@cman
You noted: "Whether it is fundamental indicators or technical charts, they all contribute towards what I call situational awareness. I think this is very under emphasized in investing."
Thank you and yes..........tis under emphasized. I suspec…
@Charles
Howdy,
You noted: "I'm thinking of starting a tally on the MFO board of excess return per expense ratio. May be interesting to see which funds deliver highest value for investor expense."
>>>The total return of any fund obviously…
Been noted here before and I am sure in other places...........monetary policy in this country and in other markets/countries remains very perverted. AIN'T much very normal in market forces at work to obtain some sort of benchmark of what is real an…
@fundalarm
Hi,
Our house is again playing more in bondland; ....so, far; so good. Equity down to 15% as of the end of February. Two largest equity are currently PRHSX and VSCPX and the equity mixes among FAGIX and LSBDX, in general; with a touch …
