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.
Posted same comments on another thread...
Seriously. Why the hell invest outside of the USA? You can get any exposure you want by selecting certain USA co's to invest in? Example: You want exposure to high tech China...instead you buy MSFT, GOOGL, …
"Sunk Costs"
Sell, learn your lesson and move on?
Seriously. Why the hell invest outside of the USA? You can get any exposure you want by selecting certain USA co's to invest in? Example: You want exposure to high tech China...instead you buy M…
Interesting....
@wxman123, @Level5...do you think that RPIEX bumped up due to possibly (I have no idea) that the fund mgr has nasdax puts on (see latest portfolio holdings)...and some global sovereigns might be doing well as some are anticipating/s…
Used to be you had to go to a major league baseball game to get "sticker shock"..."how much you want for that beer, $12 bucks? Huh?" Now you walk into the grocery store to Rono's point...and you get the same kind of sticker shock...the "huh, that…
@ken. +1
To my point regarding what the public thinks. Govt can spin it, sound bite it, fog, deflect blame,try to BS it, etc...but you cannot BS reality
Especially when you grocery shop once a week, buy gas once a week, pay utilities monthly
Inf…
Hearing March inflation numbers will be at 70 year high.... April inflation numbers likely over 10%
Seems unreal to even type that... what will the general public think about that...
Best
Baseball Fan
Team....what are your thoughts....when I lay my ear down on the tracks I am hearing layoff's happening or being planned at some larger companies, I know it seems counter to what the gist is in the media with all the help wanted signs, job openings, …
Hey Team,
Hmm...interesting comments...couple thoughts...
- watched Josh Brown's Compound Show Podcast yesterday, (btw, great podcast, he brings on some heavy hitters, relevant, fresh thinking, not same ole, same ole, keeps it real, some f bombs e…
@mark, so can I surmise that you're and @davidmoran's thoughts are that the NY Times is not also biased?
Guys, my point is whether it's true or not or somewhere in between, my position is the voters will confirm this autumn that inflation is real, …
Ball don't lie...let's stick to reality and not libereral advocacy econo-babble shall we?
"But lest you doubt that Biden, not Putin, is to blame for the pain at the pump, at used-car lots, at grocery stores, and everywhere else these days, we prese…
@hank
You seem like a decent person. No reason to walk on eggshells.
I thought I'd be nibbling in the mid50s but now I still kinda think kooky overvalued holdings of this fund
Can it get to the high 20s.
Dunno
Dumpster fire
Your last paragr…
@Simon, so help me understand....pure money grab, how so? Are they not getting compensated for the risk they took in bringing in inventory and running an effective business for their shareholders? Isn't that a competitive edge for a company...the …
Well fellas, he is expressing his thoughts (NOT name calling!) which I agree with +1 Carew388 style that he is in disagreement with your posted article as out of touch with reality for the average man on the street. He also likely doesn't care that…
Guys, c'mon, yes, kind of silly the article's comment about Canada...the author was trying to make a point..I wasn't following it closely but wasn't there talk or actual action of freezing bank accounts etc with the trucker protest...that is what I …
Yup @Bopa, I'm in and have been for a while.
I've watched the snippets of Cipollini III the fund mgr, formerly one of the fund mgr's of Berwyn Income and like what I hear. Rational thinking, talks to picking up holdings during volatility in the ma…
Hi @Crash, not disagreeing with you, not agreeing, do respect your opinion...candidly not sure of my position on Bitcoin...see blurb cut out of article by Akin Fernandez..."Bitcoin will end the weaponization of Money and financial rails must end" r…
See some talk about Bitcoin and rubles here
Some running to Bitcoin to hide assets, escape the collapse in the ruble, some to make it easier to cross borders as a refugee
Do remember my post from 2 years ago regarding high grade rubies. Don't be s…
Total cluster farce that could have maybe been avoided by agreeing to no Ukraine NATO membership instead we have evil, destruction, loss of life, refuges and we're going to get inflation like we've never seen
Heard that farmers are going to plant s…
Nah, I'll just invest according to what Nancy pelosi latest periodic disclosure report states
What was she up last year something like 70%?
Dunno, that's pretty good if true...
Maybe Krugman will write a column in the times and it will get posted…
@LewisBraham, agree with your thoughts, investments might be leaving intl/EM into US Blue Chips...
What are your thoughts re derivatives of that thinking....things could easily go wacko doodle pertaining to Russia/Ukraine/West...get even more insan…
Well,
I would say it depends on how much your portfolio value is, no? I would think if you had for convo's sake, over $5-10MM or even $500k, maybe 20% would be the most I would be comfortable with in one fund, diverse holdings as it might hold reg…
Hmm.
One thing I have done learnt over the years is when the wise owl speaks, you might want to listen.
Couple tings:
Per recent Rosie/tweetie:
"For the first time on record, the Fed is embarking on it's first tightening campaign with the Dow, S…
All,
With all due respect who cares if someone expresses strong opinions here. We calls it like we sees it, no?
Last I checked there's a little document that makes mention of freedom of speech
That being said I'd agree there's an unwritten code…
What I cannot set straight in my thinking is how could his colleagues not know he allegedly was jaking the numbers? And not challenge him on it?
So let's say one day market gets hit, volatility spikes, fund value goes up according to the ex fund m…
@Charles, I just said out loud a lot stronger words than your comment!
Was hoping there was a large misunderstanding or misinterpretation or maybe incompentence...but wow, innocent until proven guilty but those are some serious charges!
Baseball F…
@hank, I'm not certain that those stocks that are held in Wood's ETFs will be ok in the long run...any stock can go to Zero. But she might have one or two early Amazon's in her holdings...
I certainly remember back in the late 90's...had some clo…
Which one press? The dollar or the crypto?
I'd like to think I'm joking but maybe not... what did munger say today... working under the assumption that long run dollar goes to zero due to inflation?
Best
Baseball Fan
Team,
Please note avail at Schwab, Fidelity in IRA for $2500 minimum, not sure of other platforms. Holding up well YTD. WIthout using your qualified monies, bring your platinum checkbook or cash out your Bitcoin, then yes min's are high.
"For inv…
Ya, was listening to Josh Brown's podcast over the weekend and he had Tony Dwyer from Canaccord on.
Dwyer pretty sharp guy and while I was out hiking freezing, so kind of half listening, he was alluding to something similar, that his signals are in…
"Facebook posts claim that the rising cost of goods in the United States is due to price gouging rather than inflation. But experts rejected the idea that corporations are the main culprit and said the spike in prices follows big federal spending, h…
@davidmoran,
So is this where I should reply with a linked article written by a conservative author with an opposing view of the author that you posted above?
Would that be ok with you?
Maybe better to post articles from all points of view, not j…
So the Marxist types and clown politicians want to blame the corporations and the billionaires for their idiotic fiscal and energy policy and subsequent off the charts inflation?
Let's blame Joe Rogan for inflation, why not, just as rediculius as a…
Enjoying the thread, good comments!
Additional thoughts:
* Isn't risk/reward the same as "sell down until you sleep comfortably at night? You could jam all the numbers, ratios you want but isn't that what it comes down to?
*Does it matter if your…
Cramer...no thanks...
Much rather tune in to Wealthtrack and Barrons weekly shows.
I'm too cheap to pay extra to watch Bloomberg, don't want to pay extra...CNBC is investment porn...
Best,
Baseball Fan
replying to @hank, "where to hide?" Maybe, who knows listed below?
PMEFX Penn Mutual AM 1847 Income (am a bit concerned about bond portfolio side of fund, lower rated bonds, not sure?)
TSUMX Thornburg Summit, been watching this one for a while, yo…
