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 @rforno
You noted: " in 'safe' bonds earning piddling amounts"
Is/are the piles of debt too large across most bond areas? Yes. Will a day of reckoning arrive to blow up the debt markets? The potential exists.
Are some bond areas not earning the…
Hi @kings53man et al
A quick look at a plain, active managed long term Treasury fund, being VUSTX vs SP500 starting at Jan. 1999, which includes all distributions.
So for China, Japan and the many others who hold our U.S. Treasury debt, they d…
Hi @davidrmoran
Kinda tough placing a standard HY fund against FAGIX for a compare. Over the period of FAGIX existence, the fund usually has an equity exposure of 15-20%. An unusual HY fund.
PHYZX appears to be doing some other magic in the cash …
Hi @LewisBraham
The post is placed at fund discussions, and the purpose is to help with looking ahead to our economic future and what may or may not be investment paths going forward to help protect one's family, financially speaking.
@FD1000
Absolutely. One must remain flexible and adaptable, willing to take time to study and observe. Perhaps most of all, remain curious. When these desires leave, then the decision arrives as to perhaps a desired conservative allocation fund; and…
@dsuttr
The below chart offers a small example of VFINX vs WHOSX, 1999 to present date.
***Note: both charts are total return, meaning all distributions included.
Chart
This period covers, with a little extra; the 20 year period of the article…
johnN
You placed the below information at Old_Skeets barometer thread, but I'm not going to clutter his thread with my request.
virus data may not be that deadly after all the precautions measures implemented. Some predict maybe 0.45-0.9% death ra…
Morn'in.
Treasury issues have trended positive pricing overnight, with the normal swings; not unlike overnight equities. Currently, the yields remain lower. It this trend sticks, as well as UP equity; we'll have a decent day all around at the fini…
Hi @Puddnhead
No, not a point of a contention, no contest; just a viewpoint. Many paths forward, eh? This is easy enough to see/read here, about all the pathways. Not unlike all of us here having to meet in Kansas City, from where we live........ma…
@MikeM and @Puddnhead
You're probably both correct about some bonds, at some point in the future.
Until that point:
Below, week ending April 24 with YTD only:
These below are AAA credit, except Other.
--- MINT = - .57%
--- SHY = + 2.8%
--- IE…
Witness (tv) to all of this, the comments, etc.
Thank you to all who have added to Lewis' post to help us make it through these trying times, and I'm not writing about COVID.
I had a big smile on my face while reading.
Good Evening,
Catch
Although outside of the topic of this thread, but in reply to the block quote:
@Crash
You noted: "And we should not have to invest in JUNK in order to get a decent income stream, each month..."
You don't have to invest in a high yield bond fund f…
@Bobpa
They're all HERE beginning in 2003 (except CBUZX, which couldn't be identified to chart). They're not twins/same style, some have loads, unless you have a way around that (i.e., your brokerage). There has likely been management changes over…
Inflation? My starting point, from decent definition: Inflation is a measure of the rate of rising prices of goods and services in an economy. Inflation can occur when prices rise due to increases in production costs, such as raw materials and wages…
Hi Charles,
We follow both ARKK and ARKG. ARKG whatever you need to know is HERE.
ARKG is more towards where we've traveled, being a sector of the broad healthcare area, although ARKK is an interesting area of tech. related, too.
We're full up o…
Hi Lewis,
I've watched this from the early days. I take a picture from the laptop screen everyday.
The global map and then zoom in to the Michigan map.
I've maintained this...........but, it sure is damn depressing.
ALSO, the "dots" have changed …
Hi @MikeM .................... at least I'm 50% sure of that!
Now you're beginning to sound like you're ready for daytime investment television. :)
I think we need to get you some inside contact folks.
I'll add this to my quote book of 2020 i…
Thanks, OJ. Watched some of this in the morning on Bloomberg for the May contract, which finished with a bang.
Someone's money pile is smaller this evening, eh?
A pretty color chart for WTI/NYMEX
So, @Crash Help me understand.....the stimulus check was a REPUB only plan and passage? And what bait???
But this is not any sort of RECOVERY PLAN
Reminded of a Facebook post I read yesterday. A 75 y.o. (I've know for decades), who is right of r…
I presume this statement is relative to investment markets and not society.
Come fall I'm looking for things to pick up.
I remain to the thought that the glide path to "happy time" from a societal aspect is not close at hand. This circumstance is g…
Still, the dismal earnings ahead from U.S. companies grappling with the coronavirus shutdown could spook investors
I don't know who the investors may be, but I can readily envision the largest 5,000 of global market makers swapping and trading amo…
Hi VF
This is a very short form of info. Lots of info available, including your (I would hope) accounts web site.
--- When converting a traditional IRA, keep in mind:
If you are required to take a required minimum distribution (RMD) in the year y…
Hi Ron.
If I understand properly. You received a private message. You clicked onto the "envelope" icon to read and all is well; except you still see the "notification" portion.
Click on the notification and you will see....... You, (whomever s…
Hi @bee and @sma3
Bee, I recall you've long been aware of the possibilities of using EDV or related. Thank you for the link.
I place the below again from a March 20 post.
A few views from bondland:
DAY(March 20) / WEEK / YTD
--- MINT = -1% / -3…
Hi @Old_Skeet
You noted: "1974 was a bad year in the stock market. As it began to turn upward so did the economy."
Am I to understand your statement that the stock market was front running the economy and knew (somehow) things were improving before …
Watching Bloomberg this morning when the details of this program was discussed.
DAMN !!!
And yes, you did see, too; the kitchen sink passing through the support door.
Hi @MikeM
You noted:
I am eliminating bonds from my self managed portfolio as much as I can
Obviously, I don't know what type of bond funds you have already or will eliminate. I can only offer this, as we all "see" the markets from our own knowledge…
@johnN et al
I salute the concept, BUT there's a problem with implementation.
The WHITE HOUSE zone.
We're still at the Twilight Zone, but edging into the Que sera, sera zone :
"Que sera, sera
Whatever will be, will be
The future's not ours to…
@johnN
Herd mentality ? NAH......
Some large trade houses, hedge funds and the ALGO's.
Fishing the bottoms across the sectors in equity and bonds. Stay for 10 or 15 minutes and move.
= nice day for the longs and shorts, if one is in the right …
Hi @rono
Love ya, man...............the write with the Jeff Daniels video. I sent that video to many folks when that series aired. A think, think, think.
Best to you and yours,
Catch
The below link ties in with davor's post and I don't know which write came first and this in not important. You may choose to spend a few minutes reading this too, as it may add to your knowledge, and we know and understand that knowledge is power..…
Hi @MikeM
I'm a nope, too; with @Mark . Too many spinning wheels; and mood swings/whims of the managers must also be taken into account.
You can build your own long/short/neutral fund.
At times one of the choices will be "long", meaning a better…
