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.
There have been days when I thought people were throwing the baby out with the bathwater (i.e., capitulating), at least with respect to certain corners of the market, but I've been wrong thus far. After years during which my personal rate of inflat…
One way to do it is to select a date range from the chart that incorporates the dates you're interested in (in this example three years would work). When the chart pops up move your cursor along the graph and you'll see daily dates whirring by. Fin…
The chart is now in a rather squashed format so that M* can fit an ad in on the right hand side of the page. In addition, the flexibility to set one's own time period is gone -- now it's 1 month to max only.
ARKK under $37 and, according to M*, a P/E under 4. Whoa, value fund! Until you look and see that that P/E incorporates lots of individual negative P/Es. Companies that are losing money -- not where I want to be right now (or ever).
@Old Joe,
Ha! Remember back in the day....best signal to sell all your stock in a company was when on the quarterly love fest they said they had "a soft quarter due to the weather"...SELL...now it's "China"....SELL
Not a recommendation, just a ch…
There sure seems to be what looks like indiscriminate, irrational, and ill-timed selling in certain pockets of the market. Takes guts to put that "be greedy when others are fearful" maxim into practice though (mostly because I'm amongst the fearful!…
Re ASML: I've got a working limit order to acquire a significant number of additional shares at $535. We shall see. There's no question in my mind that ASML will recover to justify our position. There is however, a question in my mind as to whether …
I once had a Netflix subscription. Paid for it and everything! Time after time I would scroll through dozens and dozens of their offerings looking for something that might interest me. The phrase "needle in a haystack" now comes to mind. I often…
Here's a tiny bit of anecdotal information from someone within the industry that provides some perspective on recent inflation affecting groceries. The source of rising prices identified here is not necessarily what I would have expected:
“I would…
This situation has had me wondering about the nature of any business dealings that the U.S. had with Germany, Italy, and Japan during WWII. I wasn't around. Were there any at all? I'd rather not think that profits have totally subsumed morality a…
For a number of the GP funds an entire year's worth of great returns have just gone "poof" in less than four weeks. That does, in my view, signal a worrisome aspect to the firm's risk management practices.
As a long term owner of two Primecap funds (at either end of the so-called risk spectrum) I have some concerns. The obvious one is relative performance: all of the Primecap funds seem to have under-performed their benchmarks -- as well as "the marke…
The most thorough analysis that I have come across with regard to "claim & invest" strategies appears on the SSA's website. It is exceptionally granular -- and helpful -- when it comes to the issue of discount rate specification.
https://www.ss…
If Vanguard has spent $1B on technology the results are thus far invisible to me, as in absolutely no difference over the past few years (except for glitches they have had to reverse). Meanwhile they have been disinvesting in customer service. Back…
I guess it depends on the nature of the transaction and/or account because I just cut & pasted what I normally see when processing a mutual fund trade on Vanguard:
"Once you've submitted this transaction, it can't be changed or canceled."
I can think of quite a few ways in which Vanguard's web platform is antiquated. A handful that immediately come to mind: account balances are often different depending on which page one references; mutual fund orders cannot be canceled or changed o…
AndyJ -- you might now be able to get those Pimco institutional funds at Schwab with only a $2,500 minimum. That's the case for PIMIX, anyway.
I never "upgraded" my Vanguard mutual fund accounts to their awful, awful brokerage and continue to hold…
Reopening a fund at a market top? That's kind of interesting. (Redemptions are running around two shares to every new one purchased and I guess that's the reason.)
AMG seems to get more than it bargained for in the case of some of its acquisitions. Its purchase of Third Avenue didn't turn out too well either, and I wonder what role AMG may have played in personnel shakeups there. Of course these debacles are…
For some time now I've been playing a game with myself that's all about avoiding palm oil. While I'm getting better at it, it's pretty difficult in that it requires that I read every single label affixed to every single packaged food and personal c…
This idea that SS increases at 8% per year strikes me as fallacious. In "dollars," sure, but not in purchasing power, which decreases each and every year (unless we hit an extended period of deflation, which I'd have a problem counting on). Moreov…
Consider reading Daniel Amerman's commentary on taking SS early. It's pretty compelling. I know that my personal rate of inflation is about 5% annually which is just one reason why waiting makes less sense.
"All we know is in the past stocks have gone up." That's good enough for me, once we consider the manifold reasons why that has generally been the case.
