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.
@rforno - same. Works well with single equities, not so much with CEF's.
@hank - my equity CEF's have pretty much been a mixed bag of going nowhere in comparison to everyday ETF's. CPZ has been a standout so far and I hold nothing else like it. AIO…
Saw a quip today, don't rightly remember where but possibly SA which stated that institutional investors are selling in the afternoon what the retail investors are buying in the morning. Anyone else noticing this?
"The 'hot' item now is that that the 'old' COVID vaccine has caused 20 million deaths; supposedly from cardiac problems."
OK, so I checked. This article comes from the CDC.
Assessment of Risk for Sudden Cardiac Death Among Adolescents and Young A…
"In announcing his decision, Kennedy claimed the COVID-19 vaccines were unsafe, ineffective, helped drive the evolution of the virus and could not keep up with new mutations.
"After reviewing the science and consulting top experts at NIH and FDA, H…
@Ben - In the time that you have owned GRID & PAVE how satisfied have you been with their performance? I've been tracking both since the end of 2024 but I put my money into UTES. I'm looking to spread out a bit. Thank you.
All true DT & DrV. I think one always knew that the data was likely to be revised up the road but at least it wasn't made up or make believe nonsense. Not no more.
I cashed out my healthcare fund today for a break even after a 5-yr hold.However I still maintain my singular ABBV position. I might possibly add to it but I'd like to see how the pricing demands and loss of Medicaid/Medicare coverage effects valuat…
@Old_Joe - I don't rightly know exactly what or which situation you are referring to but I found this article "Private Equity and Public Pensions: What’s the Return?" from CEPR Center for Economic and Policy Research. (Apr 15, 2025)
Basically what …
A 2-yr old article from The Guardian;
US pension funds are on the brink of implosion – and Wall Street is ignoring it
More on this topic from an MFO discussion from 1-yr ago
"Shouldn't Trump be suing Musk for saying that he is on the "Epstein List"?"
Oh please make it happen! Please, please, please. The one person with enough money to drag it out.
Good morning @rameshmishra.
A slight editing suggestion for your post would be to change the category of your discussion to 'Fund Discussions' from 'Off-topic'. It's certainly very much ON topic and you'll get more eyes and responses on that sectio…
Barron's published and article tonight "GM and Ford Get a Raw Deal in Trump’s Trade Pact With Japan" (pay wall sorry, I dropped my subscription).
Maybe Ford and GM should have ponied up a $550 billion fund (bribe) that Trump will have the say in ho…
To me private equity is just another name for SPAC's. Remember them and when is the last time you've heard them mentioned?
There are no doubt some PE positions that do well, maybe very well, but I don't have the time or the resources to scope them …
"The stringent actual malice standard mandates that public figures prove defamatory statements were knowingly false or made with a reckless disregard for the truth."
Who do we know that does that on a regular basis?
"Yesterday, Trump’s proxies at CBS dutifully canceled Colbert, issuing the following statement: "This is purely a financial decision against a challenging backdrop in late night. It is not related in any way to the show’s performance, content or oth…
Here's the Article
I haven't read it yet nor have I ever considered the angle of moving my investments/holdings outside the US. Thanks for pointing out that aspect.
