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.
Morn'in BobC,
"Some pretty smart bond managers are predicting the 10-year note to end the year between 2.5% and 3%."
I will presume a few scenarios for the 10 year note to find the 2.5-3% range; in no particular priority or order:
---the next U.S…
Two writes/links related to gasoline, that the pc electronically stumbled across this early Wednesday a.m.
http://www.zerohedge.com/news/another-unintended-consequence-80-billion-gas-price-tax-consumption
http://money.cnn.com/2012/02/28/smallbusi…
Hi MJG,
..... a weak stock market over the next few quarters
.....This finding can be interpreted in a positive way in that escalading gasoline prices do not destroy the stock market ( as a proxy for the economy) as some experts speculate that it …
Hi Rono,
Costa Rica, and you came back to Michigan, eh? Do you visit any of the realtors while there?
I watched nat gas from the later part of last fall; and recall in late Dec or early Jan. that nat. gas pricing hit bottom around $2.25. I checked…
Hi Sven,
Investor's note about FFGCX notes the exposure to energy and natural resources/materials and also includes agri products equity exposure. The layout of this fund is about 1/3 in each of energy, nat. res. and agri equity.
Also, other equit…
Hi Investor,
I agree. Not a hot-dog fund, but that is okay. I, and I am sure, you as well; prefer that our monies continue a smooth and safer ride upward with a decent yield, too.
Take care down there in "A",
Catch
Hi Mark,
Ok, you left click the ticker, eh? At the 3" x 4" window, "right" click upon your source choice (M* or whichever). With the right click; you will be offered choices of what to do.........select the "open in a new window" choice. The next …
Hi Kenster,
Thank you for placing the story link. Will have to dig through this a few more times again this weekend.
---6. Try to contain natural optimism. Optimism has probably been a positive survival characteristic. Our species is optimistic,…
Hi Derf,
You are most welcome.
I am just about ready to go outside and clear the snow...same amount here; and the wind is beginning to get going. Still a bit of falling snow, but with the mild temps I will prefer to move the heavy stuff now and wor…
I'm sure this is to help with balance of trade numbers; if the country could only increase its military weapons sales, too.
The export menu:
---grain crops
---refined fuels
---military warfare items
---U.S. Treasury issues
There must be more.....…
Hi Derf,
Our portfolio mix is not parked in program or spreadsheet of any type. So, I am not able to provide any type of pure breakdown of what % of a given group provided which portion of the return YTD. The best I can provide is the following:
YT…
Little LuLu's family going forward.........she became the grandmother to actress LuLu, of the movie, "To Sir with Love". LuLu #1 also became the great-grandmother of Lady Ga-Ga; with an indirect offshoot of a family member forming the clothing compa…
scott and hank,
From my humorous side of life: and in salute to G. Orwell and 1984; I will suggest through the magic of "double speak" that this thread is merely an expression of thoughts that are "societal" in nature and not political. :):):)
Rep…
Howdy msf,
I noted about the AMT a few years back at FA; but I recall no thread action. I have reminded our elected folks in DC of this antiquated tax code; but I guess they are too busy with other work.
A note from another recent post here from…
Howdy scott,
Well, be careful out there, eh? Gonna try to find a bit more time in the next few days to study our holdings with a finer look.
Take care,
Catch
Hi hank,
Thank you. I see OREAX had a big move today. I have not had time to look around into other funds tonight for similar actions. Strange........
Take care,
Catch
Hi OJ,
Yes, I watch the daily prices on the unleaded gas contracts and attempt to plan accordingly. We drive pass the same station several days each week; so we are not traveling out of our way to purchase. I filled both vehicles last Thursday for …
Howdy Anonymous OD,
I must state that I appreciate the discussion. We may or may not agree on some points; but I am always open to learning, too.
Note: >>>>> = my reply
First of all if you read Rodriguez's speech, you would know …
Howdy Anonymous OD:
You note: "A debt to GDP analysis ignores the fact that while the liability side of America's balance sheet has grown enormous so have its assets. There is immense wealth in America--well over $60 trillion--part of which could …
Howdy Sven,
I noticed that you visited Kenster's recent post from R. Rodriguez/FPA. The first several pages of his write express my ongoing concerns, too.
I do not have the skills or time to dig into all of the data and provide concise thoughts; as…
Howdy DPN,
Accipiter noted about checking with Fidelity about investment options. You may have an investment center near you to speak directly with Fido. Although a phone call may answer many questions.
You also noted that you already have two fun…
Howdy hank,
The twitchy part is that the past two weeks are about flat for the overall portfolio. This is not to say that the markets are out of sorts with the runs in many equity sectors; but that our portfolio "feels" the changes. Also, that we w…
Howdy MaxBialystock,
Thank you for the pat on the back; we'll see how it plays out, eh?
As to the portfolio, yes; it is tipped towards bonds; but as noted in the post:
---Below is what M* x-ray has attempted to sort for our portfolio---
U.S.Stoc…
Hi DPN,
From your original post........"I can not contribute directly to a Roth"
Apparently I have missed something here. You noted that you have contributed the maximum to a traditional IRA and then converted to a Roth.
Why are you not able to …
Reply to @Maurice:
Visited Hong Kong for 10 days 40 years ago. It was quite the place then for very sophisticated shops. At the time, the Ginza district of Tokyo; where I visited for a month; was really upscale and to my understanding is still one …
Hi Ted,
Another fine reminder about this well run TR Price fund. We have had monies with Fidelity's Health Care fund in the past, but this is an area of which we have little exposure at this time. One may wonder, however; if any ramifications will …
Hey there northcountry,
Still awaiting a reply from their government about these we have in a cardboard box.......
http://www.google.com/imgres?hl=en&biw=1336&bih=626&gbv=2&tbm=isch&tbnid=FpGqtwEL9bxJkM:&imgrefurl=http://br…
Hi OJ,
I sure won't argue against your thoughts on this. Especially with Bloomberg business tv, through most of 2011; the crawl messages at the bottom of the screen were full of blurps from any number of folks related to the ECB, EU, IMF and other…
Scott and OJ,
Where is Wiki-Leaks when we really need it?
Most disappointing for me; is that I am apparently no longer on the email distribution list: DL-Insiders Global
Respectfully,
Mr. Sad
Hi MJG,
"Your analyses will guide us in our private portfolio decision making."
Insert my smile here _______.
Our house will feel pleased this year if our portfolio balance remains on the inflation adjusted positive side. As is normal, we all pi…
tgeno,
Yow. I'm glad to read of your new involvments; as these activities will benefit both you and your community. Also pleased to have you here, too; as MFO continues to be a most wonderful group of folks.
Take care of yourself,
Catch
Howdy msf,
Thank you for your continued efforts in presenting the facts and details related to the financial and investment areas. All here are much the wiser from your work.
Take care,
Catch
