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.
@Crash, please do not re-watch for my sake. 5 day old macro is as actionable as a 5 day old fish. Besides, next Friday is around the corner and we will get a new episode.
I forgot, are you entirely at Schwab now? Their fixed income desk is at 8…
Re: 03 Jan, '25:
Expecting elevated volatility, uncertainty. The 2-10 year spread is at highest in over 2 years. Due to fiscal concerns. Davis (BMO) likes relatively attractive current yields on both Treasuries AND corporates. He's adding duration. …
@BaluBalu ok, I'll re-watch and attempt to summarize. My main takeaway was from Earl Davis of BMO, as referenced above. I don't buy Treasuries directly. Input from here at MFO some time ago warns that the gummint's website is awkward and clunky. I o…
Matt Wuerker, a Pulitzer Prize-winning cartoonist for Politico, called the decision to kill Ms. Telnaes’s cartoon “spineless,” adding that the storied Post cartoonist Herbert Block, known as Herblock, and Ben Bradlee, a former editor of The Post, we…
If workable, legally sell the house to a relative or trusted friend & live on mortgage payments. Terms could be mutually beneficial.
That sounds just plain brilliant!
https://www.bbc.com/news/articles/c86w2evj05do
Richard Forno, assistant director of the University of Maryland, Baltimore County Cybersecurity Institute, said the Chinese efforts were being directed at a variety of targets.
"It's more generic infor…
Held back one-tenth of the scheduled January withdrawal and put up a limit-order on the Latam commercial bank I just switched into. Today's rally blew past me. Nice to see, but I'll have to cancel or adjust the Order. BLX was up just today by over 3…
Planned early January annual chunk taken from the portfolio. This year, it's bigger: sending the (foreign) niece to go to school (and eventually permanent immigration) in Australia. Nice to be able to do it. The satisfaction is worth more than the m…
It's another symptom of our nascent banana republic status. I'm going to check my daily mail, right now. I must take the elevator down 3 floors, to the locked, secured lobby. Allegedly, my passport must be SIGNED for. Registered Mail. But I'll be gl…
My son just turned 31 and I'm recommending 100 percent stocks for him until he gets to age 50 or so.
SCHD, I note from your list. If you're taking dividends, be sure to reinvest them. Otherwise, just choose funds which do not pay dividends. But re…
Hello. Perhaps just edit your posting down? Condense it, make it more sharply focused? What are you seeking, exactly?
any input on narrowing down my portfolio funds would be greatly appreciated
But then there are dozens listed. Do you own them all…
@BaluBalu
Noam Chomsky, "The Common Good:"
The smart way to keep people passive and obedient is to strictly limit the spectrum of acceptable opinion, but allow very lively debate within that spectrum – even encourage the more critical and dissident…
Yes. ^^^
And yet, no recession, but no Santa Claus rally, either. End-of-year buying-sentiment was apparently beat out by tax loss harvesting. Did fund managers sit this one out, with New Year's Day on the horizon?
@msf Ah, yes: total stocks, not total portf.
Here's more, and more particularly:
X-Ray shows:
Cash 6
Other 4
US stocks 41
Foreign 1
Bonds 49.
************
North America equities: 82.62
Latam 16.5
UK 0.17
Europe Dev. 0.14
Australiasia 0.56
******…
@rono I just referred to you in a post of my own. Noticed we'd not heard from you in a while. Nice to see the belated music again this year. Appreciate your extended message.
Viable 3rd Party? Nope. The Dems and Reps have made sure to lock things up tight, between them. Even though the Reps have ceased to be a Party. They have morphed into a subversive organization. Been that way since Ronny Ray-guns and Gingrich the New…
The majority of the votes cast between Harris and the Orange One went to Trump. Still, it was a plurality. He won big in the Electoral College, which is a relic that must be put to sleep, permanently. It amounts to the minority replacing the majorit…
