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.
Hey bee,
Dont' have anything right now of consequence, as we sold our FFGCX fund several weeks ago and had direct exposure to energy with that fund.
However, I continue to watch GASZ. Yes, it is an etn fund; but is about the only decent play I can…
Hey johnN,
The bell toning the death of the bond bull market is not currently ringing a loud warning. I continue to search to vast wealth of knowledge about such things from the gurus of Wall St. and have not found anyone who can provide the month …
Hi bee,
For yourself, of which I believe you already know; and also in particular for others reading this thread, I surely hope my tone about PRPFX was not taken wrongly. I only placed my own counter questions and thoughts about equities and a few…
Mr. Cuggino is most assuredly much sharper than any investment knife at this house. I am also in agreement that this house prefers to find growth of global economies going forward.
Mr. Cuggino notes the following in quotes:
"Thirdly, many invest…
Hi Ted,
Will you be more specific. Do you not think any of the "mini" data was worth mentioning?
It is either the writer or the data to which you comment. Which might it be?
Take care,
Catch
Hi bee,
An interesting article and related to similar discussions here.
Chart 1, median household income is of interest. And I would not argue with the data. The income type used in this graph is understood to use inflation adjusted numbering; and…
Hi hank,
The etf's vs trad. mutual funds....always a head scratcher at this house. The one ultimate benefit of the etf is the buy or sell through the day when one chooses. The down side as I see this today, is that the etf's have become trading unit…
Hi Skeeter,
You noted: " First for Catch 22’s question … Why do not sell equities farther down? Mark I guess I could sell my equities farther down but in doing this I would be generating more taxable income from the resulting capital gains than I n…
Hi Skeeter,
Your methodology appears to provide your portfolio mix with excellent returns, far and above this house's returns.
Thank you for continuing to share your thoughts.
Question. Why do you not sell down a larger percentage of the equity p…
Howdy Art,
Are you still able to invest in a 401k, trad. IRA or Roth IRA; based against your employment status and/or wage? As you noted; the Roth is the first best step in my opinion.
Beyond that; very tax efficient funds could be used to take a…
Howdy Mark,
I do believe Mr. Al Gore is riding the big money train via his shaking the trees of the green/eco movement.
Course one may argue that he is recycling this money into projects to fund his views further down the road.
On the other hand,…
Howdy OJ,
Guess that wording just about covers it, eh?
Not directly related; but I sometimes wonder whether I could use my time better for other things.
Perhaps to create our own Permanent Portfolio with a mix of 50/50 bonds and equities among …
Ummm....if Europe is two years behind the U.S. in the economy mode; 2015 may do it ! That would allow for the unemployment rate to be at 7% and a possible upturn in the existing housing market in the U.S.
Hi MJG,
You note:
"The doomsday prophets are a persistent lot. These guys never stop peddling their seeds of complete or partial destruction. These doomsday scenarios reach back to Biblical times.
In that same direction, the Club of Rome (circa…
Even..................even if the banks could be reverted back to investment bank (their money is at risk) split away to an old sytle traditional bank that were not allowed to be involved with investments into the dark side; if not regulated in some…
Sven/bee,
We have maintained a list of expenses via daily, monthly, semi-annual or annual for a number of years. We use about 20 categories, including a spillage area; as I know I forget things like a candy bar or soda. We have used an inflation a…
Hi Ted,
I will agree about collecting funds without motive for an investor.
Regarding our mix, and the related sectors we currently favor; that the choices in the given sectors are from 8 retirement accts; 4 of which are not yet in place for a ro…
Howdy Cathy,
Okay, I will presume I have enough coffee in my body to be sensible this morning.
First, this is a link to the VA you mentioned. If you have not read through parts of this, once the page is open....do the "control and f key" on the p…
Howdy Cathy,
Nice to find you here again. Hoping that everything is a bit smoother now.
I can not offer anything regarding Raymond James; but this MFO link for a long thread may answer some questions about a VA.
http://www.mutualfundobserver.com…
Hi OJ,
I read something similar somewhere regarding "open-architecture client offering" but I recall a reference about bending over or such....; perhaps I read about it in a medical journal and proctology.
Catch
Wave theories.............cycles. Oh, but wait a minute please................
He stated, "What we didn't count on was that we'd have a decade with two severe bear markets in it," he says, noting that the only other time that happened was the 1930s…
Hi bee,
I recall some of this and found a link. May be of some value and you raise a very good point. I believe most of these are video interviews. You may also find some current video explanations on youtube.
More on some related thoughts.....but…
Reply to @johnN:
You wrote: " I am just tired of 'timing the market'. I think it maybe better just buy a couch portfolio and follow MFO/Skeeter's commentary to see what to do.
I don't think we have much legs to stand on and we don't really know how…
I continue to ponder VWINX. This link is a compare to VWELX. The expense ratios of these two is worth .5% towards one benefit, eh?
https://personal.vanguard.com/us/funds/vanguard/compare?navigatingFrom=2
Thank you, David.
I'm not in charge of breakfast at this house, this Sunday morning. The wife and daughter will likely know why I have slept in a bit after the sun has risen.
Regards,
Catch
David,
No. Just a land yacht (mini van) and parked in Michigan.
I was on the west coast of Africa many years ago, but that doesn't count now.
I was front-running the clock for the official "bday" as the server I linked to was in Europe and alread…
Howdy David,
Soon enough, that large maple tree you mentioned last year will be in full leaf; do take some time to have some fun and relaxation in its shade.
Regards,
Mark
Hey bee,
Well, y'all see our's every week. The end of the trade day (Friday) finds someone mess'in with the Treasury issues. Sure don't know what they're up to. Will have to take some of the upside in the equity related stuff and find whether we c…
WxByHart,
A few last reads, if you choose.
>>>Read the second sentence of this document from NW 3 times...the remainder of the document may be or have some redundant portions to msf's linked document.
http://www.northwesternmutual.com/pr…
Hi ibartman,
Been watching BTAL. Check the spread today. It this eft trying to tell a forward story. I have not had a chance to check any equity inverse funds today.
Bid/Ask/Spread
17.04/ 22.10/
25.86%
Hi bee:
You smarty pants. I will have to try the Jing Thing. Thanks for alerting us to this.
As to the charts (saw these on Bloomberg tv) I thought at the time, trading volume "X" with these commodities make the slight negative yield for the sev…
Mis-direction. A kinda, opps, you found my play book; but that is what I wanted so that I may mis-direct everything else.
The broadcast will cause grief and overtime hours at many "it" departments.
The positive side is that (not that folks don't k…
Hi scott:
Now, if you'll enter your zip code here, I will have it narrowed down....:):):)
Saw a blip a few days ago with $10/Paris and I believe $7/UK. 'Course their petro tax structure is different, too.
Enjoy this close real time gas price he…
Hey hank,
How's the gas price today in your part of town.
Filled the wife's car tank last Friday at $3.86, was $3.88 and bumped to $4.16 today, Tuesday.
Looks like a picnic in the backyard and a tent this year for vacation.
Have not hunted for ma…
