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.
A Western????? That's like stating that 'Lawrence of Arabia' was a movie about a quirky Englishman who grew tired of the cold, damp of England and found he enjoyed the hot, dry air of the desert. I'll leave for you'all to discover on your own, the s…
@fundly 'Course we know there are always fingers in the mixing bowl of the proper government 'recipe'. So, I don't disagree with your view. A brief look at 'CPI-W' and some of the 'fingers' in the recipe.
@Derf I added SPY and AGG (bond proxy) to a new chart that reflects total returns, 1 year prior and 1 year following March, 2018 to look for clues. It appears FBALX was better positioned to follow SP500 at the time. One may note the end of 2018. I…
Being curious. LCORX v BRUFX v FBALX chart from 2004 to present being limited by Bruce inception at 2004.
FPACX v CTFAX v FBALX chart. Please correct me if FPA Crescent fund is not the correct ticker. Both the FPA and Thermostat are the loaded ver…
@Anna and @sma3 Dinging the thread a bit per Austin. I visited U-T friends there in 1972 for a few weeks, and Austin was an amazing city. I do believe I wouldn't want to live there now at my/our ages. In hindsight, if one had the monies and foresigh…
Thank you all, for the PBI description. I did find this in a search, but didn't readily connect the dots as to the function of the company and its place in the data stream of information.
Per @Anna and apparent old file data still stored.....but, b…
We're not using cloud storage for anything. We have a password protected Word document on 1 laptop, a printed copy of that and storage on a thumb drive for passwords and a list of all sites we use, their passwords and any notes about same. These are…
@MrRuffles Thank you, and yes; I removed some wording. I need another coffee hit.
Note: That Fido is on the list of MoveIt CL0P breach. We do not have an alert about this for our accounts; so, I suspect a phone call is due to clarify.
@Anna A great list. Appears that daily updates will take place, too. I'm passing this site to a lot of folks. We have one notify about a partial breach from an insurance company, but no notify about our data, at this point. Thank you.
Thank you, @Mark One may buy 'cheaply' the book, 'The Millionaire Next Door'. Yes, income is very important, but so are spending habits. I will admit this book and its methods, don't help the ultra poor.
Hi @BenWP. With the healthcare area, of which you are aware, one has many ways to play this area these days. IMHO, these areas have been out of favor mostly for reasons of money traveling to other sectors, until 'too hot to touch'. Long term, at lea…
Thank you @Old_Joe for adding this important linked information. Hopefully, we're not headed towards another crazy town scenario with real estate and associated loans.
ADD: Today, August 8 found many IG bond areas to react more normally to the smal…
Watching, too. One suspects that those who don't watch often may be surprised with your time frame and more so with YTD numbers. The annualized rates of returns at this time should find some sell pressure and perhaps a rotation into other sectors th…
Thanks for the update.
HA ! Recall the meetings and newsletters with/from the State, Regional and National corporate MBA's folks who spewed the 'share holder value' and all the other cute phrases and mantras. They never cared to hear that the field…
SPY and IEF (7-10 yr Treasuries) 1 year prior and 1 year after, July, 2011. Keep in mind, many financial markets and economies had still not settled from 2008, especially Europe. One would have made money in many bond areas.
Global markets Aug 1, 1…
The quasi-bot Catch notes that: "TBH" is an informal abbreviation for "to be honest," Fortunately, I/we are able to stay tuned to the modern dialect via the texting world with our daughter and related age group. Never to late to learn, eh? :)
Remain…
Thanks, Mark. The nice stories that we all know surround us. And a reminder to speak with your elders, whomever they may be; as many have surprising stories to tell to help us know and learn. She is quite the lady, with stories to tell, eh?
@WABAC Is it an insurmountable burden for a young man working three jobs to potentially deal with taxes on capital gains if he gets past a certain income at some point
Thus, enter the ROTH IRA, eh? At least some burden reduction.
Hi @Junkster
You noted about overbought bank loans. Peeking about, relative to the RSI 14 day theory, with a RSI under 30 being oversold and over 70 being overbought; this is a rare view chart. The chart is for the etf MINT, Pimco Enhanced Short Mat…
@Crash , you've not noted:
--- taxable account or Roth IRA ?
--- If a taxable account, an ETF basically has no short/long taxable annual distributions; with the exception of possible dividends for tax reporting. While traditional mutual funds will…
The Repub's committee trying to 'run' the party in MI are a very radical bunch. I hope they continue to implode. Tim Skubick's 'Off the Record' program on PBS this Friday evening at 8:30 pm should have a lively chat about this.
