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.
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…
Hi @davfor First, thank you for the article post.
I have not read the write in full, but much had been discussed here; about forward impacts in so many areas. The economy will be damaged very deeply, just look around with what you know and unders…
Mark............add
This is a broad search for Safari ver. 13.1
As you scroll down the links list you will see some articles dated March 27, etc. indicating some apparent problems encountered by others. I didn't read the CNET story, but you may want…
@mcmarasco
The AUM was $7 billion when the fund closed 1 year ago. Some of the change value today to about $5.3 billion, is likely a combination of outflows from the fund and the underlying value of the holdings downward at this time. Mark had noted…
Mark. Scroll down this page for OS/Safari updates. The version list will change from a pink color to a light green shade (the updates). An update occurred on March 24, 2020(High Sierra/Safari); which is close to the time frame you noticed a change a…
@Mark @Old_Joe @Ben
With Safari or other Apple browser, is there a situation where the "cache" in the browser can become limited in use/function due to limited available memory space for use.
I don't know, but asking the question.
I clear everyth…
Hi Mark, I'm not having any problems as you stated, buy I'm using the dreaded Windows and Chrome. I still see the pages with notations and colors you are used to seeing.
Has there been an in the background update of the Apple OS or browser? I'm not…
Thanks @davfor
I use incognito, too. Tried the close window for subscription and was happy this time. I also use VPN, which causes some interesting connects to sites.........as they think the browser is a BOT.
I can't access Baron's, so I can't comment on their take.
This ETF.com 9 minute video link will help some understand more about bond etf functions.
Take care,
Catch
Hi @Charles ........not picking on you, as you have placed valuable thoughts with your posts, relative to "bonds".
Your April 3 post: "On regulation..."
From the article: “I think you need more transparency where bonds are trading real time, [t…
@johnN
I don't like to travel outside a thread subject, but this has already been moved along here.
Regarding your statement about suffering; you need to spend time with the below movie. Watch it at least 2 times. Absorb all of the information. The…
When junk bonds get more sorted out (meaning some are gone forever) and one may find yields into the teens; perhaps then will be a time to look. Ala, December, 2008.
The outlier being what will the Fed./Treasury do next to support whatever.
ADD:…
Hi @Charles
You noted: "So, sure, diversifier, but certainly not without their own set of serious risks (especially pricing risk) that probably needs to get more attention, likely more regulation."
Bonds always having pricing risk, too; not unlike …
@rsorden
You noted: "The only problem I see aside from covid19 are the crooked liberal Demoncraps in Congress, especially the drunk Pelosi & Shifty Schiff...drain the swamp!! TRUMP4Life!"
If organization "x" were starting a mutual fund, HATEX ; …
From Emily Shanks in the article: "However, the market is pricing in the probability that more than 10% of single-A-rated corporate debt would be downgraded to triple-B, and more than 10% of triple-B corporate credit would be downgraded to double-B…
