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
The best part (and takeaway) is that there is a company making cellphones in the U.S., and the phones are $2000 each, and not particularly good. Now extrapolate this to what you are going to pay for a 100% American made automobile, parts and assemb…
There are a number of young (less than 60’) and strong candidates. No preference indicated -Andy Beshear (Kentucky), Gavin Newsom (California), J.B. Pritzker (Illinois), and Gretchen Whitmer (Michigan). These candidates can out-perform the TACO ma…
Forest Gump once said, "Auction cars are like a box of chocolates..."
That is so true! Cars are expensive to own and to maintain. We like to pay cash for new Honda and Toyota every 20 years. Leasing and financing to own are not worth it. To us …
Yes, we enjoy watch Bill Moyer until he was no longer active. He earned our greatest respects who served as a journalist that spanned over five decades. RIP, Bill.
FAFO = f****Around and Find Out. This describes this administration’s trade policy and their lack of expertise. Peter Navarro, Howard Lutnick, and Scott Bessent are no match to these of the foreign trading teams.
FAFO = f****Around and Find Out. This describes this administration’s trade policy and their lack of expertise. Peter Navarro, Howard Lutnick, and Scott Bessent are no match to these of the foreign trading teams.
Nothing new. They are hoping people to forget the failures. China, however, is imposing 60 days licensing from each applicant on rare earth metals where they own the monopoly.
In the meantime, prices from everything from cars, electronic devices…
Part cost contributed to higher insurance this year. Our 12-month premium increased 7%.
Many auto parks came from overseas, Higher cost today due to tariffs, easily 10+%, and they were passed to the customers. My auto mechanic confirmed that. …
That is why I migrated to index funds over time to minimize capital gains. Still have dividends to pay, but that is okay.
New manager(s) likes to change more than few stock holdings and capital gains are passed on. We left Mutual Discovery when Mi…
@catch22, good posting. That lady said all the right things.
Last week, at Dodger stadium masked agents showed up in unmarked vehicle and was turned away by the stadium organization. These agents resembled KKK and vigilantes.
@crash, Steve Mil…
Something does not jive after US bombed Iran. Oil price dropped instead of up. Gold went down as if inflation is coming down. I am staying with our bonds and they will do fine this year.
Quietly Meta in the worst. When there were outcry about disinformation in 2016, Meta blocked these accounts including Trump. Zuckerberg later settled the lawsuit with Trump in order to gain favor again. By early 2024, Meta took their fact-checking…
Form several independent sources, the bombs did not reached they targets and destroyed all centrifuges. Also in was reported trucks were lined up at the sites before the strike, suggested both 400 kg uranium and centrifuges were moved elsewhere.
…
Getting big and dominant in the MarketWatch place in fine, except when the cross they crossed the line of being monopoly.
As I recall, Microsoft was fined by EU in the 90’s when Internet Explorer browser was bundled with their OS. Settlement was …
They are all hot air to wild up uninformed MAGA supporters. These are mostly noise to mask the massive tax bill going through the senate. This is his tactic to get your attention, and the audience don’t follow up.
These is much significant prog…
You have a good point. Giruox is the sole manager on the equity side and that pose “manager” risk if/when he is no longer in that position. Although TRP has a deep bench so did Fidelity.
Having said that, every investors have their unique situat…
This Iran war is in 1st inning. Those who took the victory lap will be proven pre-matured. Israeli keeps on bombing Iran after the American did. Both sides are exchanging missile attack.
Are they aiming at regime change? We know how well that w…
Thank @catch22. The article in truly disturbing that reminds me of Tom Clancy’s movies.
Over the past week we were in Westwood attending our kid’s graduation. UCLA had a tight security around the campus to ensure safety for all attendees. Securi…
There has not been disruption of oil shipments around the Strait of Hormuz. Iran knows that is the key point controlling oil flow to the west.
It in likely that Iran has been forewarned that any interference at the Strait would result in the dest…
Both experts believe Iranians could have also moved their enriched uranium out of the sites in the run-up to the U.S. strikes: "There were trucks seen in imagery apparently hauling stuff away," Albright says. "One would assume that any enriched uran…
The iron dome has its limits. Waves of drones cannot be all shot down simultaneously. Three potential targets:
1. Israel.
2. Strait of Hormuz. It’s only 6 miles wide, and thus susceptible to attack. Tsp tankers made U-turn a way form this area…
I use AF New World in my previous employer’s 401(k). The R-1 R-5 class has no 12-b-1 fee. Nothing fancy I in portfolio construction - 40% EM, developed market, and some bonds. Very steady returns with out the volatility of dedicated EM funds.
No aviation expert here. I tend to agree with Sullenberger’s decision to land the plane manually. His long distinguished record was achieved with good decision making. Aviation errors often are lethal and not forgiving.
Thanks @crash, that is very informative of what Russia is thinking on this conflict. Often I find Al Jazeera has broader coverage on global news than the mainstream channels.
@Derf, don’t think Iran his reach the stage where they can make their f…
Exactly. They talk focus how much Medicaid cut will be. Adding $5 trillions debt in the next 10 years. The accrued interest will be huge! That is one of the driving force that investors are moving away from the greenback as the safe haven.
htt…
@JD_co, Agree with your assessment . Low growth and elevated inflation provides stagflation that could be really bad on multiple fronts. It took 100 days to destroy the western alliances that took several decades to form. Powell is doing the right…
Whenever possible I like to have the data verified independently by several sources. Having quality content is important. Some sites including Reuters and BBC have degraded in my opinion. Bloomberg is good but it requires subscription.
Trump needs to form local MAGA party branches to enforce compliance
Mobilizing ICE agents as his brown shirt soldiers has been his plan all alone. He fell asleep several times while looking bore the other time just like the First Lady.
The WH’s tactics is to divide and conquer with each nation. It is no going smoothly as they initially thought. Additionally, alliances made previously are breaking down.
