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.
May 20th Episode
The vast majority of funds in ETFs are in passive strategies, but there’s an interesting divergence occurring. One of the fastest growing segments in the ETF universe is actively managed ETFs.
This week’s guest is involved in both…
May 13th Episode:
What is happening with U.S. energy independence? After decades of decline, U.S. oil production picked up significantly in the last decade and a half, largely thanks to the shale oil revolution, to the point where it surpassed Russi…
April 23, 2022
What do you do when your flagship fund goes from the top of its class to close to the bottom in a matter of weeks? From market trouncing to market lagging? That is the challenge facing this week’s guest.
Alex Umansky, Portfolio Mana…
Related Article:
To keep the IRS from moving in on its business, Intuit amped up its lobbying machine. One line of argument was that the IRS shouldn’t be in the business of being both the tax collector and the tax preparer, and Intuit seemed to offe…
Maybe a side note to this thread, but HSA contributions adjust gross income. Further, if one has earned income through self employment, Health insurance premiums (including ACA Insurance premiums) are deductible against self employment income which …
4/15/22 Episode:
We are in a new era of higher inflation and the pressure is on the Fed! Inflation is running at 40-year highs and it’s coming from every angle: food, energy, services, goods, rents, and wages which are all increasing.
Is the Fed …
Linked below is commentary on the survey and some interesting "conditions" the sentiment presents investors.
Some analysts criticize the AAII’s survey methodology, and with good reason. The participants in the survey volunteer themselves, as oppos…
$1.5 billion in assets X 1% expense ratio = $15 million annually.
And in bad years, like 2020, when his fund dropped (47%)...Bruce still collected 1% in fees...$7.5 million-ish. But that's true with every fund manager. They get paid in both up and …
If you Can...by William Bernstein:
Would you believe me if I told you that there’s an investment strategy that a seven-year-old could
understand, will take you fifteen minutes of work per year, outperform 90 percent of finance
professionals in the l…
April 9th Episode:
The new era of higher inflation and interest rates is already proving to be a challenging one for investors. The first quarter of 2022 was the worst one in two years for the stock market. Inflation reached 40 year highs, and in re…
@BaluBalu
Here's the intro to both:
As bonds suffer the worst quarter in more than four decades we are exploring one of the fastest-growing segments in the fixed income markets where demand is still accelerating. It’s in ESG, environmental, social,…
Thank you @ LewisBraham
That brought an anger tear to my eye. Soon after that airing Hurricane Maria Struck the island in Sept 2017.
Another look at where the island is still struggling:
puerto-rico-has-not-recovered-from-hurricane-maria
Regarding Puts & Calls, there is the Put/Call Ratio commented on by McClellan Financial:
When the market changes its mood, indicators can sometimes change theirs to match. That is the message of this week’s chart.
Traders and analysts have be…
Explainer: Why an inverted yield curve may not be all bad for U.S. banks
Yields on the 2-year Treasury rose higher than those of the 10-year Treasury for the first time since 2019.
That is unusual because investors typically expect more compensatio…
Yes to social programs that act as safety nets catching us when we fall so that we can once again climb off the net and return to the higher place we came from.
No to social programs that place us in pools that barely have enough water to swim in …
Another laugh...who will get prosecuted for COVID Relief Fraud?
Maybe a few:
long-island-physician-sentenced-to-51-months-in-prison-for-covid-19-loan-fraud
justice-dept-names-prosecutor-pandemic-fraud
Deep Capture is an interesting read:
The crimes are the work of Wall Street hedge fund managers and brokers who engage in a common trading strategy known as short-selling. A short sale is a way of making money when the price of a stock goes down. Yo…
Whether carousel or roulette wheel, time is finite for all of us.
Where we land when our time runs out puts unique risk on our net worth as individual investors. I try to do a mental exercise where I knock 30-50% off of my Equity/Bond investments …
The Anatomy of a Recession (AOR) program is designed to help you stay on top of the business cycle and provide thoughtful insights through our exclusive risk and recovery dashboards. Updated monthly, AOR offers a concise, practical look at what the …
@davidmoron
I know little of Hillsdale College but what I can tell you about my college experience is it was a special place where ideologies could co-exist and clash…I recall General Westmoreland debated with an audience of antiwar protesters and V…
wxman123 said,
I'd probably dump everything in VWIAX and let it ride. You could do a lot worse!
3 possible Benchmarks:
VWIAX (VWINX) - Conservative Allocation
TRAIX (PRWCX) - Moderate Allocation
PRBLX - Large Cap All Equity
USAA sold its brokerage business to Schwab
I was to recieve nothing as a USAA member for the transfer of my assets to Schwab so I took my assets to TD Ameritrade and received a transfer bonus of $1500.
Funny, now that TD and Schwab are merging...i…
