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.
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Sven
Lynn,
Thank you so much. I am planning on a 3-year ladder since I am a year away from retirement. Lots of spreadsheet work to calculate the income replacement needed. This ladder will create a steady income stream. So thank you for all your help.
I moved back to high quality bond funds this year. Some of which you covered in the SA article. For now, I will stay with agency bonds to the bond ladder. I will pick active managers for corporate bonds.
Sven
@Observant11, what I meant is that Matthews may liquidate all stocks if there is decreasing inflow $ to their mutual funds, and the cash will return to shareholders. This will need the board’s approval.
The other option is sell itself to another …
Thanks @catch22. Great article. For sure Canada have leverage to counteract bullies. Think other countries are thinking the same strategy to affect US’s bond market and currency.
If one follows our great MFO contributor, @lynnbolin and @davids…
Agree,@larryB. Don’t want to make big changes on stocks and bonds until the picture is more clear. Same goes to company’s long term investment and the cost of borrowing, i.e. interest rates.
@Crash, thanks for the very informative data. I know Japan and China are #1 and #2, respective largest UST holders. Where is Canada rank?
I have to spend more time to learn from the Canadians.
BTW, we have had great time visiting British Co…
We can only wish ! That power belongs to the emperor without clothing.
The bond market is much bigger than the stock market and it controls money flow across the globe. When the confidence on the supposedly safe asset, US treasury is shaken, wha…
Think what we are seeing now is a dead cat bounce. Damages have already been done to the bond market and US greenback. There may be hard to turn this around, but no one know from what is coming from DC.
Fact is that just about all bonds you ment…
Interesting article. Resharing iPhone manufacturing in the States is impossible (lack of skill labor) and high labor cost. Some calculated that an American-made iPhone 16 would cost at least $2,000.
In 2017 Cook said if there is a tooling meeting…
@Crash, thank you for this comprehensive article. Good reminder that the Canadian Bloomberg has many free good articles.
FYI, the future market for 2, 5, 10, and 30 years Treasuries are up slightly.
https://finviz.com/futures.ashx
Let’s see h…
Lutnick is saying that this electronics tariff exemption is just temporary.
May be Bessent, Lutnick & Navarro should be required to issue joint statements only.
@yogibb, I totally agree in light the rapid flip-floping on tariffs. It has repo…
Apparently there is an internal power struggle between Bessent and Lutnick on implementing the tariffs policy. As the situation worsen, Bessent may quit.
Saw a funny post that IKEA sells a better quality of cabinet than that of current administra…
This will impact those states which are vulnerable to natural disasters including hurricanes, tornadoes, droughts, and wildfires. Without NOAA, how can the states plan and execute the rescue plan accordingly. Remember, hurricane season starts in s…
Hedge fund activity (basis trade) may be the cause of some Treasury bond disruption this week.
Several reporting pointed to hedge funds. Do we know how much selling in dollars term ? Can there other sources including other foreign countries that …
These are quat funds and their strategies deployed are way over my heads. I noted low correlation to equities is attractive as alternatives. But they often have high ER…
@Observant1, thank you.
Nice to learn the unique aspects of these funds mentioned here. AQR funds are interesting, but they often have expense ratio over 2%.
Today is different. We can no longer trust anything out of Washington.
Exactly! Food prices is much higher today than3 months ago. What happens to the egg price that WAS supposed to drop on day one of the new administration? The high price onl…
@Old_Joe,
Yes, I realized the language being used. Hope I did not offend you. If so, please accept my apology.
I like old computer languages that advance the space program for so many years. They just simply work. Today Ai is being deployed in…
How about the existing SS system just functioning just fine w/o those DOGE kids mess around with it. Just let these people do their job as they serve the country well since its inception.
Agree with @catch’s assessment on who is selling lots of treasury. The day is still young and this unwinding is far from being done.
Would you want to buy greenback with so much deficit and it is getting higher with the second Tac Cut Act. Somewh…
We need to view the WH tariffs as a negotiating tool rather than a thoughtful and well planned policy. Exiting now also locking in permanent loss unless one have large gains from previous years. So think carefully and everyone situation may differ…
@Charles, lots of quick changes in bonds. Junk bonds that worked in last two years now are falling behind as the market is falling, while the safer and quality IG bonds are back this week. Quite a reversal. Yes, I like boring T bills, money marke…
Stick to your portfolio allocations and don’t do anything rash during the market turmoil. Keep the money you may need in 1-2 years in “cash” (money-market funds, ultra-short-term bond funds, T-Bills, high-yield savings accounts, short-term CDs
Gre…
Everyone’s financial situation is different. We are near retirement and thus we stay conservative in our allocation. 65-70% are in bonds and cash while the remaining 30-35% in stocks. Don’t think this drawdown has playout completely and there are…
“This is why Warren Buffett just said Trump is making the best economic moves he’s seen in over 50 years,” the video says.
Bold letters highlight the non-sense Trump is sprouting.
Buffet has more than half of Berkshire asset in CASH since he to…
China's decision to apply a 34% levy to all imported goods from the U.S. next Thursday
This will hit hard on many US products, particularly agricultural products.
This is only the beginning of a “sh**** country” getting worse. For those who don’t think recession is coming. Odd is increasing daily. Earning season is around the corner, and the show is getting better. So much winning!
Just glad we kept on …
@yogibb, what Vanguard stands to gain in PE? New products with some PE components?
PE is generally offer to high net worth clients well in excess of $1M. Not sure how it fits in 401(K) plan.
@yogibb, what Vanguard stands to gain in PE? New products with some PE components?
PE is generally offer to high net worth clients well in excess of $1M.
@yogibb is spot on. Historically transformers use dielectric liquids as cooling fluids. The more common one is PCB, which is a highly toxic substance and has phased out in US. That is the reason why China is manufacturing these transformers, and …
Remember we have a mob boss running the show. And he answers to President Sicko.
There you go no “T”word.
As BS1k, best to ignore this troll who has contributed nothing useful to this board.
