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.
Hi Old_Joe,
Your note about the hot air ship could bring forth some good editorial cartoons, eh?
One can imagine the end of a meeting and the word is given to get that ship into the air and we promise that by the time you are scheduled to arrive; w…
Howdy MikeM,
Thank you for the link and your thoughts about all of this situation. I suspect this event is common for some folks; but we have not encountered this before.
Take care,
Catch
Howdy hank,
Thank you for your thoughts about all of this with your posts. Likely will obtain a new card now from the cu or Fidelity, let the card be happy for a few months and then cancel the card that is moving to B of A sometime in September.
Ta…
Howdy icyone,
First, thank you for your thoughts about this situation.
We have an excellent history with this current card back to 1979.
As you too noted; our preference is to maintain and support our local
bank and CU's; all of whom are in very g…
Howdy fundalarm,
As to PONDX and losing ground in August, 2011; I am sure this was part of Pimco's overall position of being light on Treasury issues at the time, to which Mr. Bill expressed a miscue later. PTTRX also found itself in a similar posi…
Hi Bitzer,
As has been noted, the Pimco "PLUS" equity funds use the special tools to attempt to obtain the objective. I personally don't have a problem with this, but an investor must be aware these are not plain vanilla investments in company equi…
Hi romroc,
Not knowing your vendor choices; but I will advocate looking at Fidelity's FRIFX real estate fund; which could be a single fund holding or an addition to the real estate area.
The fund is fairly conservative with about a 50/50 mix of com…
Howdy Investor,
Thank you for your note about this. I am not deceived or mislead by the prospectus or methods used by this type of fund.
I have placed this link for all, relative to your note and fundalarm's comment regarding portable alpha.
por…
Hi Hank,
Both articles are areas we all deal with and these areas have been discussed at FA and here, to the benefit, hopefully; of all. Thank you for the articles links.
One note from the 1st article and is noted again in the 2nd article:
"You …
Hi Anna,
Perhaps something like this? TIAA MM?
The document also notes "stable value"; although the holdings look more traditional to a MM. From my recall of several years ago, stable value funds may or do hold types of "synthetic" bonds.
Fidelity …
msf noted: "Though even then, consider the rest of the letter in the annual report, where Cambiar acknowledges that its traditional methods don't seem to work in this choppy, close-to-zero interest rate environment. Their underperformance (as oppose…
You noted: "I just follow the market response. (to the Fed & other)".
I agree with this view; and is what our house attempts to get a feel for the resulting market moves to whatever is put in place here or other countries to deal with the vario…
Howdy Kaspa,
As to the fundamental side of life and with some/many fundamental conditions being perverted by central bank actions and the trading machines (in my opinion); I am trying to connect your HDV with the TLT you note.
Aside from technical …
Ah, TED. What an excellent association of knowledge. I wish I had enough time to take advantage of the many topics discussed.
As to the options available to we investors today; I willing accept the choices, versus the limitations decades ago.
Just…
Reply to @johnN:
You noted: " don't know if buffett is reading in MFO, he is 10x smarter than all of us combined."
>>>>> I have not agreed with his rosy predictions for 2 years, as well as others of note. I do believe some of them st…
Reply to @Gandalf:
Ratios available: 3.07, 3.31, 3.55, 3.73, 4.10, 4.56 & 4.88. There were a few other mixes based upon 6 cyl. motors, etc.
I chose the 3.73 as it is enough gear to pin into the seat through the gears and yet allow for a decen…
Howdy Gandalf,
Hey, OJ posted about 10pm PST. He is probably just messing with us.....I agree. Although his wit and humor is always welcomed here, at MFO. I wrote about midnight EST and probably should have already been sleeping, or perhaps was ne…
Perhaps Mr. Buffet has been reading MFO posts recently.
We each have to filter what we read and hear to attempt to obtain a better understanding of relationships with all financial situations and what impacts may be present today; and going into th…
Hey OJ.......Howdy,
bee and I are performing a test here at MFO, based in grammar study, the meaning of words, comprehension and retention of the implied meaning; and interpretation of the implied meaning. Kinda like attempting to read a congressio…
Howdy bee,
This first comment from me is directly to you; but not using a "reply" tab function which is not available with the 1st comment to an original post, but as you note; you would not be aware except to find the "yellow" flag that a comment …
Howdy BenWP,
This link is to a FundWire story, and near the beginning of the article is a link to the SEC filing.
http://www.mutualfundwire.com/article.asp?template=article&storyID=40572&wire=MFWire&wireID=2&bhcp=1
Regards,
Catch
Hi bee,
Note: I have not read the article.
You noted from the original article author: "The question is not: is it a good idea to hire more police, firefighters and construction workers? The question is: how do we pay their salaries and benefits?…
I concur. You do post your set of links of benefit to all. But placing other non-related links within someone's specific subject post is of no value towards that particular subject.
Hi johnN,
---M*, forward looking ranking.....okay, I wish them well with this.
Why would you imply that Vanguard would bribe M* for the ranking; as this is what you have implied? I have not and will not determine M*'s methods with this ranking sys…
Morn'in johnN,
A most complex subject; like most anything related to taxes, laws and seeking a utopian society. I used to have about a bazillion links when the healthcare debate first started, and I really read a fair amount of the pre-law wording …
Howdy David,
Thank you for your efforts with this data. The numbers, at least to me; are interesting to consider.
Enjoy your time with the family and a most well deserved break.
Regards,
Catch
As to U.S. gov't. debt and durations.
---We have the Fed. Reserve supposedly selling short duration and using the monies to support the low yield of the longer duration in the continued effort to support low mortgage rates and any other longer ter…
Morn'in BobC,
You noted: "We have clients who have owned Vanguard VOHIX and Fidelity FOHFX for a long time, and we are reducing these positions in favor of the shorter-duration options."
>>>>> Meaning the clients are reducing tax f…
Hi PopTart,
Fuel prices having been pushing downward, too. I expect this to reverse going into next week. Filled both vehicles today (Friday) at $3.07/gal.
Regards,
Catch
HY007,
Thank you for the link. I will consider registration at the site.
I have attempted to place H0A0 into various chart sites over the past few years; but apparently BA/ML doesn't not allow this.
Also, I do follow Martin Fridson, when he has a…
Howdy HY007,
Just below this graph are a few tools one may use to also adjust or add some other data, time points. Also a text write for those who choose to learn more about the index.
Merrill Lynch High Yield Master II Index
Regards,
Catch
Hi Sven,
You asked, "Is it time to rebalance while the market is up?"
I personally do not believe the equity rally has real legs based upon all else in place at this time; and the big house human and machine trades will take full advantage of the…
Morn'in Scott,
Thank you for the linked article. I watched the move late last night, but did not find or see any related story and had to hit the pillow. Surely didn't expect the 19th or is it the 20th EU summit to be awake and holding a press conf…
LSBDX and LSBRX did provide distributions on June, 22 of $0.0605 and $0.0566 per share, respectively; and just recently posted. Both funds show very sloppy action at this time; and again, perhaps this is due to equity exposure of the funds.
Watchin…
Shosta noted: "if there's no trend in the market, his investing prowess fizzles."
There has been a trend for several years, eh; don't understand what he did not or can not see.
We have not, nor do hold any of this fund group.
