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.
@hank Yes, to your post. I've been running the roads and failed to respond. I will do a read again today and know that you spent some good thinking time with the post.
@johnN You noted: "Equities maybe still too high imho"
From a technical view, and only one view type; as technical folks have their own favorite views of the numbers and what they mean, I offer two charts. These charts are set for 5 years of pric…
@Ted
The art of properly marketing a product, which includes personal commentary here; which causes one to want to walk through the door of discovery.
Surely, most readers here are short on time from their work and family obligations and are not ab…
Thank you @msf
From Mr. Merriman's web site:
"There’s a lot of money to be made from financial newsletters that give investment advice. But the money comes from selling the newsletters, not from taking the advice.
Literally anybody can start and …
Hi @Old_Joe et al
I recall that Roy let this stand and stay in place at FundAlarm; as there were periods when he allowed song titles and lyric to be posted to reflect market overviews through this medium.
The below lyric travels into my mind fro…
Hi @msf
You noted: "(Since this was a 403(b) to IRA rollover, it would not have been constrained by the once per year rule, though that didn't matter here.)"
From working with a friend a few years ago, this is my understanding related to what you w…
It is prudent to post no links @MJG, as to avoid any crossing of boundaries with first post rights.
I believe I'll try to begin this new phase.
Tis much easier to merely read.
Hi @Junkster
As some of us have known who you are, for a number of years; there is no reason to feel you are pandering with the announcement. You have, with your book; benefited investors in the past and will continue to do so into the future; as we…
@PRESSmUP made a valid point. Below is the link to her account page.
NO, you do not need to have an account to read any pages.
"Click" in the white area around a particular tweet to read responses. When finished with read any responses, click to…
Thanks @carew388 for the note about VWELX. It is an excellent fund for the moderate/balanced allocation. However, purchase is limited to Vanguard customers and/or whatever offerings are available in 401k/403b type offerings.
Our accounts are with F…
Ted is the messenger with this link, not unlike any of us here who post a linked article, and there is nothing directed his way, for this write; for the following observation.
Perhaps those who read this may offer their opinion; either to the artic…
Ah, ya @Old_Joe Agreement to the max.
How many of this type of write might one expect to find on any given day????
10, 20, 50, 100........???????????????????
Really???
John, I presume this is an email feed you receive.
And the additional listing of mostly full load A share funds.
I treat this as a solicitation from an adviser and that someone is making some money for the advertising of funds.
Agree wit…
Obviously, Mr. Ritholtz approved and apparently is in agreement with the thinking of the author to allow publishing this write to his site.
Author bio, Bob Lefsetz
NOTE: read this two times this morning when first posted at FINVIZ news about 6am. …
Crash
Appears you have come full circle for any choice of a suitable brokerage for your potential investment.
The point of R.O.I., Return on Investment; may be offset by R.O.H., Risk on Health.
The angst, for you; of this journey may not be so muc…
Hi @BenWP
This is a link from the Forbes article, that you may have already checked; but I'll place regardless. The Senate version is also within the article.
Secure Act............. non-spousal inheritance tax implications.
Go to the money, e…
On March 1, 2018 a U.S. government spokesperson announced the intention to impose a 25% tariff on steel and a 10% tariff on aluminum imports. In an automated tweet the next day, #U.S. government asserted, "Trade wars are good, and easy to win." On …
M*'s write, IMHO; is full of fluff and touchy/feely words.
While RMD requirements would change (for the good), basically; the tax revenue raised by reducing the stretch period will subsidize the other programs.
So, taking from much of the middle cl…
@Crash
In the way back days, example: one could open an IRA with Fidelity for mutual funds and also process a separate linked account with the brokerage paperwork for buying/selling other vendor funds; as well as stocks, etc. The brokerage feature u…
Hi @Junkster
I recall the August moves you mention with IOFIX.
Those of us who have been around long enough to know how our minds function with various situations have these moments indeed. I do my best to attempt to continue to adjust my quasi hab…
You may have missed or forgotten this.
The below "GoodRx" really does reduce by a large amount, many Rx prices.
Scroll to the top, as this MFO link didn't save to the top of the thread.
GoodRx
@MJG
You penned: "Daily or weekly reviews of a portfolio’s value is a Loser’s Game."
My oh my; quite the rigid statement suggesting an inability of someone not being capable of a combination of emotional, intellectual or intuitive decision making re…
The article notes the bond rally in the past few weeks; but the movement started several months ago, although the recent rally has had the spotlight.
For you @davidrmoran et al
The below chart is typical for a total return bond fund that has been…
@Crash What is the draw to Canadian Imperial Bank of Commerce, or the banking sector in particular when bond yields continue fall; which with my non-formal investment degree perhaps suggests lower interest rates may make it more difficult for a ban…
Hi @NumbersGal
I just happened to look through this thread again and read your recent post.
I suggest that Japan is the current model for negative real interest rates for a long time frame. I placed another link below regarding this topic. I posted…
My/Catch notations in bold.
Some self provided bio of the article author
Vince Martin (RSS)
Recent Advice
10 Cyclical Stocks to Buy (or Sell) Now....(I especially like this maybe title)
10 Buy-and-Hold Stocks to Own Forever...(What would cause one…
@Crash
You noted: "Gas is nuts: about $3.69. But you can't drive very far, anyhow, eh?....."
Island living.....Virgin Islands, etc. Always been expensive, except for some local products.....perhaps?
Don't recall exactly, but visiting family in th…
@AndyJ
Yes. Occasionally one finds a program now and then, that is worth the time to gain insight without anyscreaming or hollering; an intellectual discussion. This is very professional; and I agree, the host moves through the topics properly.
WON…
@NumbersGal
Not to imply that you have noted searched the term; but I have linked below.
Suggestion: Go directly to YouTube and type in the term. There are many well done videos for many monetary/investment topics. YES, you may discover a few clunk…
Your statement: " unless you are retired then place everything in bonds"
And why would one, in retirement; choose to do this? And what type of bonds? Active managed bond funds, or etf's or individual bonds?
@AndyJ et al
Usually a decent overview and thoughts regarding credit markets and debt issues related. If you've a few extra minutes in the schedule, have a view.
Bloomberg Real Yield program, Aug. 2 (22 minute video)
Good evening,
Catch
Mornin' David
You noted: "One of the most ignorant and hateful statements that a person can make is “If you don’t like it here, why don’t you leave?”
But most people who want to change conditions do like it here: they love it here. They love it so…
