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Sold GDX Gold Miners ETF. >50% return in less than 6 months, pigs get slaughtered. I'm also unclear has to how much more upside might be pulled from this holding.
Morgan Stanley funds currently managed by Kristian Heugh:
Morgan Stanley Institutional Fund, Inc. International Advantage Portfolio Class A (since 12/28/2010)
Morgan Stanley Europe Opportunity Fund Inc. Class L (since 4/14/2020)
Morgan Stanley Inst…
Selfishly I wish they had closed it sooner,'or' without the additional 60-days to buy in if you want but I have no idea what an adequate asset level is appropriate for a fund of this type.
@expatsp - I took advantage of that swoon in the spring (as I'm guessing you might have also) but what I want more have has exploded to far to the upside. I can wait.
"Research Paper:
An upside-down market is a market in which good news functions as bad news and bad news functions as good news. The force that turns markets upside-down is policy. News, good or bad, triggers a countervailing policy response with e…
Check out the seekingalpha link provided by davfor in this earlier MFO discussion thread.
Lipper categories with low risk and moderate to high yields are listed. Top-ranked funds within the categories are listed.
Over a thousand funds are ranked us…
Ms. Schwartzer strikes me the same way expatsp. Also if I only could have but one pick in the fossil fuels sector it would be EPD. Strong, consistent management without any of the drama.
While you might be able to reasonably track the Buy/Sell & why performance of mutual funds I don't know that you could do the same for ETF's, CEF's or individual equities unless the poster offered up their personal buy & sell points.
@FD1000 - who said "All I did is presented Tom Bowley view."
If you are doing that then you should enclose his words in quotation marks so others know that they are his words and not yours.
"New administrations often pass a lot of spending bills that rev up the economy." He premised that on one party controlling both the white house and the senate. As much as I'd like to see a regime change in Washington I'm not betting on it yet. We'l…
@davfor - I'm curious, what made you chose Brookfield or was it just thrust on you with the merger? I'm a bit surprised that their geographic presence doesn't include Australia. I am using ICLN as my broad based fund. TAN would have been just as goo…
All I can say is that my investments in this area have done far better than I imagined and social trends are certainly pointed in this direction. I hope it lasts.
I agree with all that @Old_Joe and @hank especially considering that early on in the primary process after Biden won the nomination to run didn't he say that he was looking for a running mate who could step right in should he become unable to perfor…
Um @Gary - Ms. Page didn't select the questions. They were given to her at the start of the debate(?). And an affirmative NO on letting them go long. I don't know squat about debating procedures and protocol but isn't the point to see how good one i…
NEE. Fossil fuels are not dead but I don't expect them to provide much in the way of growth in either the near or long term. Alternative energy and the environment are laying heavy on many peoples minds and they will also gain a lot of traction if a…
Well @hank, about a week ago I believe @Sven or @davfor posted an interview with Mr Giroux wherein he mentioned Utilities as a sector of interest. I bought FUTY after reading that and am up 5%+ since that time. Might be an area to explore.
That's rich @Gary1952. Biden is to blame for the tax code inequities. What he is asking for is the rich to pay their fair share. Are you trying to tell us that they do? Are you trying to say that only the democrats are responsible for the tax code?
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