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.
A quote from the article and hopefully the words are exact and correct; otherwise could be understood improperly:
"Bernanke told The Times that he was sensitive to the public's anxieties about the "revolving door" between Wall Street and Washingto…
Were not some of the "institutional" folks still prompting to buy equities from late 2007 until the "melt"?
I had a cluster of web sites saved until recently; that probably included some of these folks and surely had a long list of "market gurus" st…
Still a lot of uninformed folks who are paying loads for the benefit of having an advisor run the investments for them, eh?
I know of three married couples who are using full service advisors. I have asked and they don't know much about their inve…
Hi @scott
I have concerns about the far lefties and the righties; but I don't let this sway me from reading/listening. I need to know what these folks are thinking. No unlike the teens (high schoolers) in our area who I know. I pick their brains ar…
@Old-Joe
Hey, I'm taking a break. Been up and about since 5:30am. At my age, it is just about time for a nap, eh? Then get going again, until 10pm or so tonight.
'Course, I did choose to stop too; to find out how much our "prior hard earned money"…
Hi @heezsafe and @Old_Joe
I've written a blip and then, with brain wandering aimlessly; did not "hit" the post comment icon.
Text = "gone city"
But, I do check to review a post........which is when I discover my mistake.
Hi @Ted
This from my reply at your GMO link:
"Yup. One has to know what the intention and/or meaning of a particular investment is attempting to do.
Hell, healthcare will take a bang downward at some point in time, eh? One must pay attention to…
Hi @Ted
Thank you for this link.
The article noted:
"What should most investors do? GMO’s Catherine LeGraw warns that currency hedging can create new risks.
“Recently, as assets have been flowing into currency hedged equity exchanged traded fun…
@DavidMMP
So, this is a muni bond account managed by Fidelity's advisor group, yes?
This separate account; is it one of these on this page list?
What are trying to do with this investment (presumed taxable account) and why do you want to use a …
@Ted
Yes. And the distribution info is one of those columns at that page, and
the other normal goodies. Your linked page is better for viewing all distribution data.
Either way, we have the MFO'ers who are curious plugged in about price and distri…
Hi @Maurice
The hours of "research" is merely a baseline for the numbers.
'Course, if only 52 hours/year (1hr/week) were used for "research"; the hourly rate
of pay would be just amazing, eh? But, this wouldn't allow for enough time with MFO !!!
…
Hi @Old_Joe
One discovers that this article is from April 7, at 7:57am.
Does this indicate that the "money movers" have not read this or that they (some) don't agree or just don't care??? :)
Otherwise, I would have expected the equity markets to…
Reviewed this news late yesterday and attempted to make a connection with this real estate transaction to the recent downward move of real estate funds. I don't really find a reason, otherwise; with the exception of profit taking.
@MJG
I am not upset by your statements. I hope every investor finds their best combined methods to increase their knowledge.
I suppose your time with books may consume an equal amount of time as I may use , viewing a business program. We may obtai…
Hi @MJG
You noted: " I do not watch CNBC or any other business news channel. They are a worthless waste of time that might just prompt a viewer to act impetuously and foolishly because of a false and transient urgency scenario. I’m sure experienced…
Hi @fundalarm
Yes. I have watching these various etfs including the ones you noted, as well as CN. These all have various mixes.
Interesting to watch, eh? A lot of different actions, including now with some profit taking with some of these.
Tha…
Hi @Paul
While these longer (rear view) time frames may be of interest for review; IMHO, one needs to attempt to place what other events were taking place at the time of whatever particular money flow was being reviewed.
Since the markets melt in…
Hi @scott
I was aware of the linkage changes from last fall and do follow China and related; but I was not aware of the recent changes noted in my above posting. Appears that some of the recent action is a "valuation" play between pricing of the ma…
Apologies if some of this is imbedded in the linked stories above.
additional short news report
Partial from this article:
>>>"New action from regulators also appears to be spurring the resurgence in mainland buying.
The China Securi…
@JohnChisum
Hmmmm.....okay. I thought that linkage was complete last fall. Perhaps I didn't understand the whole package and time frames. Although Shanghai has been doing well; nothing like what is taking place in Hong Kong right now.
Here are a…
Hi @LLJB
I really like the view when moving the cursor to a grouping/sector and the whole group list is formed; and then one may point directly at one of the tiny (sm.market cap relative to the grouping) boxes to load that choice to the top of the …
Investing, be it money and/or time is to obtain a personal goal, yes?
TIME investing:
I spent a fair amount of time investing in a particular educational path.
I wanted to have the ability to be within a work area that I enjoyed and that would al…
Hi @Ted
I don't recall that bet; but I would not bet against you regarding a rate hike anytime soon. But, if I did; I would want to choose a restaurant on Milwaukee Ave.
Hey, speaking of Chicago and food. Back in the late 70's through the early…
@scott
Nope. Not that type of transaction.
An example would be: sell half of a position in HEDJ and use the proceeds to purchase ASHR or whatever.
Thank you.
Catch
@Paul
To add: check this heat map for etf's.
In effect, the price movement of etf's offers a guide as to fund flows, yes?
The above link is set for 1 day performance and is close to real time pricing from my observations. ALSO, another nice f…
@Paul
In addition, etf flows may be checked here. EEM and VWO would be good starting points, eh?
Click into the begin/end dates boxes to select your date range, after entering ticker symbols.
Take care,
Catch
@Old_Joe
Our house is having an investment problem in that we have exhausted all cash reserves for investing. Will have to watch for a laggard to sell to move to another area.
All of LSBDX was sold the first week of January, and all PIMIX was sol…
Thanks @Old_Joe
I was too lazy to review what I had heard/known those 1,000 years ago. But, I knew there used to be a "rule".
'Course now, I may listen to English language radio from Taipei via this internet thingy.
So glad to read you discovere…
@hank
I am somewhat familiar with some of his (Gordon) later programs; but I was "out of the area" for 4 years beginning in early 1967 due to some political problems in S.E. Asia. When I returned to Michigan, I was home for about 3 months and then…
@Ted
Used to listen to Dick Biondi, WLS, in the early sixties. As only some "AM" radio stations were allowed (if I recall properly) to broadcast with full transmitter power after 6pm (their local time).There were always a few that could be heard ve…
'Course..........whilst the current tide of money flows still finds that money has no problem buying the most highly regarded 10 year government issue in the world; one may suspect that an interest rate increase on the short end of the yield curve c…
@JohnChisum
You noted: "The average hours worked is around 34 a week if I read the report correctly."
Can not write to this properly, and don't have the spare time for a news scan; but I recall the hours per week have cutoff points for most busine…
@Old_Joe
---Ya mean, this limit applies to "cut and paste", too ???
Or is "govenor" a better word, versus limit???
Nah, govenor applies to motors and is probably not the proper use of the word for writing applications.
I just don't know.
I ha…
Howdy @Ted
Related to the above and rates, I have posted this several times, as we still have bonds at this house; and understand the possible impact of yields upon our entire investment arena.
An update from my prior posts regarding rates....
…
