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Hi @Old_Joe
Related to the $ graphic:
Always been on the reality side of everything with our daughter; but as these "things" continue to evolve, sure becomes more difficult to provide examples of ethics, fairness and such things.
Becomes and rem…
@hank and @Old_Joe
I'm sure someone has used grant monies to study the "nut job" circumstance; and hopefully with ratios related to population base.
California has "Mount Shasta" and Michigan has the "Mystery Spot".
Many "other world" portals e…
Hi @Sven
I'm puzzled with this other statement in Mr. Studzinski's commentary:
" most people investing in a balanced (or equity fund for that matter) investment, do not have a sufficiently long time horizon, ten years perhaps being the minimum co…
Thanks for the notes @hank
Per the "(on balanced funds) "... I am increasingly concerned that the three usual asset classes of equities, fixed income, and cash, will not necessarily work in a complementary manner to reduce risk."
Many economies an…
Hi @MJG and all.
This house reviews and watches technical data, too.
The investment markets remain perverted from many directions and factors.
Some central banks are looking for inflation and can't find it, while others are concerned with defla…
Hi @Junkster
Market lift-off. Yup.
Hot money (being big money) looking for the next "value" (oversold sector) and likely in many cases having nothing to do with what would be named fundamentals, eh?
Reminds me of the markets and our portfolio look…
Such circumstances are really a sad comment about some of the humans on this ball of dirt moving through space.
Thinking about the years of work and training for an Olympic event, and this is what is to be expected for those participating.
Thanks …
@davidrmoran
Agree..........
Our house, for one; is observant regarding the Euro. We have investments which reflect its value and I choose to be informed about status changes affecting the Euro.
Otherwise, we would just go to sleep with a 50/50 …
Hi @Junkster
Not unlike any investor, I/we don't like to give back any money.
Had a decent YTD as of last Saturday. That value is taking a bit of a beating since last Friday. But, money (rates/bonds) is still very cheap for borrowing and I feel s…
Hi @Puddenhead
Why a long/short fund? I suspect some view this area as a type of market turmoil/insurance holding.
What percentage of your portfolio? IMO, less than a 5% holding may not provide meaningful value to your overall holdings.
Looking at…
Can't find the data she (Sara) used to state that European stocks are +20% YTD.
As for active managed funds for Europe, M* reports the average YTD is 9.3%.
I "think" she had an article to write and presumed most folks are not invested in any of t…
Hi @golub1
Actually, there are two.........strong and weak dollar.
I receive updates regarding Wisdomtree, so I had this handy.
http://www.marketwatch.com/story/wisdomtree-launches-strong-dollar-us-equity-fund-ussd-and-weak-dollar-us-equity-fund-…
Hi @Mark
Thanks for the story link.
I probably shouldn't do the "quick, first impression"; but my initial reaction to his write is that it is going to be part of a skit on Saturday Night Live.
My second thought is that if he is serious, he does…
Hi @Old_Skeet
I attempted to fit this to other similar business models with this statement from my post"I also related this to any similar circumstance with an advisor from or with whomever; as with "wealth advisor" from organization "X".
So, yes…
Hi @msf
You noted:"As I recall, the economy was booming in the baseline year of 1965."
A direct note about this and an area of business relative to Michigan and consumer demand/consumption on a broader U.S. scale during the mid-1960's.
If a youn…
Hi @Old_Skeet
I read BobC's write as related to this thread title in particular; and that he noted "if you have accounts with EJ." I also related this to any similar circumstance with an advisor from or with whomever; as with "wealth advisor" from o…
Hi @bee
Dividends are always nice. Now for the smart arse side of my investing brain.
If I can hold and keep a 10% return within 6 months maximum, I will forgo the dividend or income side of an investment..........I will call this a fair trade. :…
@MJG
You noted: "The 80/20 rule is certainly functioning on this exchange. Twenty percent of the posts contribute to eighty percent of the value added."
I probably should ask about the above, but will not. Others will choose their own takeaway....…
@johnN
Which or what emerging market fund is down -20%?
OKAY, I see that you have changed the -20% to a -10%.....
Per M* the range is from +14.4% through about a -10%, with the average YTD of .24%.
M* EM link
These PTTRX redemptions in some cases have been large institutions, pension funding companies and similar dropping this fund from the line-up of choices. I am aware of one person noting PTTRX was replaced with BAGIX.
Me thinks too many "smart" folk…
Hi @Ted
I am attempting to imagine the Bespoke graphic in March or June or September 1 of 2008.
I still recall many of the "buy" reports from the "educated" writers, advisors and/or economists during these time periods I referenced.
One other note f…
Hi @Maurice
No. Just writing/thinking outloud how well EJ and other retail investment firms detail fees/charges for various types of investment holdings, whatever they may encompass.
An example from a conversation with a friend about a portion of a…
@Maurice
Thank you for your time with the EJ information.
Wondering if they offer an example sheet of what it costs to have investment "A" versus investment "B"?
Surely money flowing from somewhere to build those nice buildings for "clients" to visi…
When I have been asked about various investment products or vendors, I always attempt to get these "folks" to do their own work/research, too.
Too many friends/relatives I have talked with over the years are too lazy; in spite of the fact that they…
Morning @Ted
Thank you for this article. Many of these areas have been discussed over the years at FundAlarm and here; but there are summary items in this article that are of value for all investors.
Take care,
Catch
I have not yet read the article; but will note past any discussion about the who, what and where of any form of SS; is that these monies do rotate quite fast back into the economy.
I am sure there have been numerous studies, papers and discussions …
Hi @Charles and all expressing thoughts in this thread.....
Not picking on you in this thread; but this group of words you wrote,"caught" my eye.....
"But markets have simply not supported their hedges."
This style of wording are what I might exp…
I do believe "rate hike delay" has been stated here many times from the non-professionals, eh?.............for the past several years.
Sidenote: Canada's central bank dropped rates again this week. The cb's have their fingers crossed to attempt to …
Staying with the baby boomers group only.........I find that at least 5% of this group could have "investible monies" worth +$1 million. I would lean towards a higher number.
I can only reference this from the viewpoint of Michigan and the auto indu…
Hi @bee
Don't hold FAGIX right now; but probably should....., but it was traded in for the time being :)
Although rightfully classified as a high yield bond fund, this fund has always been one of the hybrid funds that doesn't fit into a complete c…
Morn'in @hank
You noted: "Buying and selling rarely pays. Maybe a lesson in there for others."
>>>Hell, this statement would take this house right out of the investment game, period.
Everyone's buy and hold and/or rebalance period has va…
Education at local school levels, for the most part, from geographic public school systems with which I am familar; have many serious problems.
The below link is for a program aired in 2012 regarding problems with China's education system. I found…
Don't know if the FRED graphic is inflation adjusted. Too late tonight for further study.
50 year avg inflation rate, various
3% avg. annual is close enough for government and my work. That would be just about a doubling every 20 years.
2015 C…
