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.
Howdy @Tony
IMO, these current long term issues reflect a "mood" regarding "true" growth in economies.
LTPZ (+16%), the long end of TIPs holdings also reflects strong returns YTD.
Some folks still consider much real weakness exists in many sector…
@Tampabay
Not knowing your source regarding plastic surgery for Joan Rivers, the below is the medical examiner's report.
However, this is from the New York City Medical Examiner's Office report:
The department confirmed that Rivers died followin…
John,
Hmmmmm, ya; like all of this, eh; I suspect some upward moves are already in place. One has to wonder whether the Nov. 17 transistion will be of any value to changing equity values. It should not, IMO. But, we know markets and money flows do…
Howdy @JohnChisum
Thanks for the linked article.
Also, I posted a China related thread with several internal links you may find of interest.
Take care,
Catch
@Ted and @rono , et al veterans
First, thank you.
An added note. I recall my first 3 months of pay. $90 gross/month (perhaps that was net). I believe this moved to $102.50/month with the first rank promotion. 'Course, the food was free, housing w…
@Charles
Yes, this is an interesting site. I do have a login for this site from many years ago; but have not logged in for some time.
For those reviewing any of the companies; I am not sure how BrightScope updates data, but I know some of the data …
@Junkster
I generally agree with you about this era, our time.
But, as time moved into the mid-60's; some of the wheels came off, here and there.
I recall receiving my military draft notice in the mail. In thinking about this after the fact and wh…
The more pure plays like UNG has already reacted to the polar vortex story starting about 10 days ago.
UNG is up almost 13% in the last week.
This is a trader's play, short term; most likely.
Stay warmer down there :) ............snowblower …
from the article: "There is a third asset, crucial to retirement preparedness, in which millennials actually have an advantage over their parents: their own human capital."
Millennials by some broad definitions range in birth years from 1982-2000. …
@MaxBialystock
Yup, lots of fee layers in some of these plans. 403b's are likely the worse (an annuity layered inside of a tax deferred plan).
? So, you wife's employer places "x" amount of monies into the account every year whether she has contr…
@Charles Aside from actions in the equity areas......
The below list are etf's we monitor, in particular; among others.
Friday close was interesting, in bondland, IMHO:
(these are Friday only numbers)
IEF +0.64%
LQD +0.63%
TIP +0.58%
LTPZ …
@Old_Joe @hank
Hey OJ, behave yourself. :)
Lots of Michigan folks in that state, too, eh?
Okay, away for a fundraiser to support the local high school band.
Take care,
Catch
@hank
So, are you two runn'in away from the cold weather???
Appears there is gonna be some big waves moving across Lake Michigan in the next few days.
Catch
@MaxBialystock
per "Fundmentals" posts at Fundalarm, the last being Nov/Dec of 2009:
"Make more, lose less" MMLL
MFO thread regarding this......
http://www.mutualfundobserver.com/discuss/discussion/1196/fundamentals-old-make-more-lose-less-…
IMHO
Technology will continue to alter the workplace; not unlike the technology and methods altered the number of people needed in the agriculture sector to produce "x" amount of product. The technology affects many areas, creating some employment o…
Morn'in @JohnChisum
I agree about the loads. We don't hold the fund mentioned; but Fidelity does have "load waived" access to a number of funds, that could be future considerations.
I recall, too; that "Skeet" has previously mentioned that he may …
Morn'in @Old_Skeet
It appears that LALDX is also a short duration, high yield bond fund. This FIDO view, from June 30 data, also indicates a 30 day yield of 2.6%.
Seperately, as note above: "Short term bonds vs Savings/checking accounts for cash".…
Geez, sad to read this. I just listened to one of their old programs a few weeks ago on NPR. Both amazing people and likely from an amazing family, too. We need more of their kind in our foul world.
Thank you @Maurice for this note.
Catch
True. But, most HY, active managed funds remain flat/neutral at this time for pricing.
If the pricing remains the same going forward for a sustained period, an investor may still find a yield range of 5-6%. The capital appreciation may not be in pl…
@scott et al
From Oct. 2013 MFO post:
So. Japan wants to increase inflation. They've been pumping QE, and increased the consumption tax from 5% to 8% this past April, 2014; and are planning to increase the tax again.
So, how does this "help" to …
Some investment days, one feels like they may be standing to close to the financial fire; and every once in awhile someone throws some gasoline into the flames.....
Japan's public pension fund sells off bond holdings and moves to a 50% equity alloc…
Ya!!! I've been watching this, too. A 4.8% pop on the broad market index; come on. So, that market was too undervalued; not unlike the EuroZone today, too. Nope, just a lot of hot money.
Amazing !!!
With this kind of action, biotech/health should …
I've attempted to offer fairness of vote for the "big two" parties.
I now rotate my vote between the two groups. This election for this bunch and the next election will be for the other bunch. :) Seems to have a smoothing effect; not unlike the re…
@MJG et al
You noted: "I fear we have wandered far from the theme of Catch22's original post."
Wandering was expected and welcomed. The subject line invites opinions of and for "cause and effect". It goes without saying; that this subject has a v…
We remain overweight in healthcare for equity holdings. In the continuing environment of cheap money we regard the health area to offer more in the merger and aquistition, versus other sectors for M & A.
@JohnChisum
You noted: "There is no consideration for the consumer's privacy. Just like the stores that ask for a phone number or zip code."
For a number of years (before smart phones in particular), I have warned the older adults within our famil…
I would prefer slighty higher prices; "AS", I don't want to imagine a bunch of folks without decent cash flow in the middle eastern countries, nor Russia or ???
Howdy @mrdarcey
Your points are all very valid. We have always discussed this aspect with the young ones in the family. One in particular, obtained her law degree from the U. of Michigan. 'Course, she was young and inspired and thought about going …
Howdy @JohnChisum
Not to you; but thoughts about the information presented in the article.
We, being "investors"; operate, in part, that we have the presumption of the full faith and credit of supposed to big to fail soverign governments (central…
@MJG
You noted: "Home value represents about one-half of the nest-egg sum."
Although having free and clear real estate that may be sold to raise funds as wanted or needed, is a potentially valuable money resource; I believe the article relates to …
@davidmoran
Don't forget, some 401k, 403b, 457 accounts may become very large over the years and then rolled into IRA accounts. One may end with a farily large dollar value.
Howdy @davidmoran
The math I have performed indicates that the first year of RMD from IRA holdings is about 3.8% of the total value; and the percentage increases in small amounts after the first year.
A $50,000 RMD indicates IRA(s) value of about …
