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.
I made a promise to myself never, ever to respond to FD. But “Just keep it real. ” if the revisions were upward you wouldn’t have said anything and the king wouldn’t have fired her. I am not a statistic expert but with all the uncertainty and chang…
@Old_Joe. By the time supporters of the regime understood the ten ways they are getting hosed it will be too late to do anything about it. This regime will outlive its founder. The institutions that made the American experiment sorta succeed will…
Think about the inflation adjust on your TIPS ladder when the TBLS reports zero inflation. So no COLA on your Social Security and no inflation adjust on your “Low risk” TIPS ladder. But your cost of living will be going up at the same time. The o…
I watch the mm rate at Schwab way more than I should. It’s been moving in a very narrow range for quite a while. No trend yet. I am happy it stopped going down.
@JD…. This should be of particular interest to anyone who waits eagerly for the Social Security COLA. A fake near Zero CPI print coming from the TBLS would zero out your COLA. Don’t think it could happen?
Week by week and day by day,,,, all norms are being destroyed….the unique combination of laws, transparency, separation of powers and no king/ despot ,,,, that made businesses thrive in the United States are being shattered. All because so many woul…
@Old_Joe. Thank you for your insightful comments . Can’t thank you enough. To minimize the importance of the impact of the numbers that come out of the BLS is ignorance and to fire the messenger is the biggest story of the week. One can only imagi…
@Hank. I never heard of a tout named Stack before you brought him up as a source of market intel. But I certainly was well aware of the BLS. “To each his own, it’s all unknown. “ B. Dylan.
At FD. I generally make it my practice not to engage with you, not because we have different points of view, but because your world view is so narrow. I will make this one exception because you called out my use of the phrase “orange revolution “. …
Libby has a terrific search capability and also makes suggestions. I am currently reading a Meir Statman personal finance book on Libby. And of course you can manage the loan, as they call it, and direct the book to your Kindle, your phone or whate…
Crash. Here is how Libby works based on my experience. If you have one library card and establish a Libby account , you will have access to all the books that that particular library has purchased in the on line format. Not every book that is in t…
Hank. Your last question leaves out the obvious third possibility as to what drives the president. It seems very obvious to me but in the interest of civility it will remain unsaid.
At Hank. My point,, if I failed to explain it correctly, was the an outfit like M* which is not part of the lunatic left,,, was clearly linking political action to market risk. Today, another non lunatic left source, CNBC has a similar story about…
At Old_Joe. We are also Ultra Conservative as well. No real need to take much risk. We also have a Reserve Savings like you , similarly allocated. I often think about just having one pile,, I call it the single metric instead of two buckets plus…
At Hank. “Adjusting portfolio to age” would be a great thread. As always it’s very personal. I have a close friend who has a chronic illness, is in an assisted living facility , is running out of money and claims to be 95% equity. Cognitive decl…
Hank. Did you read my post or did the word politics trigger you ? The point was not to micro analyze an article or imagine words like theft and seizure ….. THE POINT WAS THAT MAINSTREAM ,,, not the lunatic left commentary recognize the connection be…
At Hank. I have been building positions in PRPFX and TRIGX. I am not adding to CGDV. Also a small position in DODLX for global bonds. I am long past being an accumulator and have no great insights. My key motivation in not to lose capital,,, As …
