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.
I have no idea but I think the Frenchman kinda did a Barry Sanders (Detroit Lions)...just decided he had enough and is moving on.
Of course Sanders arguably was on the top of his game and arguably next to #34 Walter was amongst the greatest running…
Along these lines...inflation talk...anyone want to surmise a guess what I Bonds will reset to come May 1st? Do you think combined rate will be over 2% (at 1.68% now)...over 2.5%?? I think this will be the best investment going forward maybe for t…
Not recommending this to anyone, I am in NO position to do that, not a financial advisor, I don't know you, just posting for entertainment purposes, blah, blah...
What I have been doing is phasing strongly into PMEFX, Penn Mutual AM 1847 Income Fun…
Excellent articles thank you for posting!
Do wonder the models account for crazy investing manias which we def have now, potential huge war on our turf, we mess with the wrong folks we'd most def see missle rain on our turf or em pulse knocking out…
Going oppo here...
Seems that Steve Romick, FPA has had a great investing career...has outperformed the SP500 and VWELX with less drawdown over his tenure
Who else has had the staying power and adaptability to roll with the times??
Baseball Fan
I dunno ..arttx, top holdings include talk education... Chinese after school, holding company accused of fraud about a year ago.
I question how on top some of these fund managers are of their holdings (remember wirecard) or if they have boots on th…
..per March 5th comment...
"As an observer of human nature, I wonder if she will come on Cramer and keep her narrative going, max out the hubris, buying the dip in her "disruptive" companies...you think so?"
March 8th. Done.
Next stop...Arkk dow…
Can someone tell me why da track they want to keep giving free monies to folks who have a job throughout the pandemic and make 3x the poverty level??
For those without work etc and hardship no questions absolutely they need to be supported
But c'm…
The PM at PVCMX, Palm Valley Capital wrote a recent commentary on his investment blog. He be liking the miners...states yes, they are volatile and maybe Energy stonks getting ahead of themselves.
FWIW, Best,
Baseball Fan
@Mark, apologies can't tell if you meant sarcasm??
Hey, don't we all think that unelected officials, he Zuck and West Coast Moses (the Twitter guy) and all the wonderful folks at Google should tell us how we should think and act.
They are so righ…
@Lewis Braham
"Also, regulators and the American people are becoming fed up with tech companies' dominance over every aspect of our lives, and they are the key growth stocks."
Agree, +1
Any idea when the American folks will wake the F up and real…
So .. I think we can all agree without fed stimulus, handouts etc, we'd likely see another great depression. Might see one eventually after fed says no more. Where does this sheet show leave us?
Many think over next 10 years we'll be lucky to see …
Trimmed back to ~5% of total portfolio.
No doubt, T Rowe team tenacious and bright, solid reputation. I've seen Giroux and Sebastien Page, head of Global Multi Asset and Chair of Asset Allocation Committee on Wealthtrack. Intense, knowledgeable, r…
The market ear article today states folks including maybe arkk are selling the quote good stocks in order to quote save the lousy stocks meaning dumpster fire, over priced, moonshot gambling chip stocks as held by kathie wood's etf's
She might crat…
So. .this former fund manager...his Dad wrote a book about when fund manager was recruited to play college football. Recruiting confidential
Chicago tribune writer wrote Amazon book review..stating..velissaris comes across as an honest but tacturi…
Note that in general, Germans do not invest heavily in the stock market, rather they invest very little, more like on average 15% of their wealth
Most invest in insurance type products from Allianz etc or regular savings
Stock market is considered…
Well as they say hindsight is 20-20 right?
Should note that the fund did have a nice pedigree and backing, David Bonderman, chair and founder of TPG, private equity firm w/~$85B in assets backed (per WSJ, TPG/Bonderman had no day to day participati…
Article in WSJ today by Zweig, "Safe, Sometimes Isn't Safe"...IQDAX....
"The fund's prospectus says that when pricing service "provides a valuation that in the judgement of the adviser does not represent the security's fair value," the manager may …
@sma3
Thanks for the reply and input. Do like your phrasing of "fair value pricing".
I did NOT listen to my own thought process...I've stated in the past on this board, "know what you own...and do you really know what you own" when referring to c…
Elon Musk. Smart no doubt. Kooky, no doubt. Visionary no doubt.
Poor choice of words on my part, my phrasing of no substance, thanks for calling me out on it @LewisBraham, should have stated I don't like his persona, the way he carries himself, h…
@ Wabac, +1, would add, Less of: bat flipping punks, play the game the right way, show respect to your opponents
@ Hank, +1, would add: Less of rioters, looters, rioters, car jackers, clowns walking around with assault weapons like Rambo in public,…
Me thinks that Elon Musk is the absolute best example embodiment of the absolute kookiness that has taken over in 'Merica these days. No substance, kooky, uses drugs (alledgedly or maybe not, he's on camera toking away) Debatable charlatan. Smart,…
Hey @zenbrew,
Audit...you mean like who is auditing the Fed? You mean like the audit of Enron?
I want to know what the young man who was running the fund was exactly doing? Was there malfeasance? Or did he really believe the 3rd party model was…
Very disturbing news.
I'm invested in the fund through Schwab and several weeks ago received at least 15 statement letters in the mail notating adjustments to the closing nav
Thought that kind of strange and that with the vaccine development so…
Better check your portfolio to ensure it doesn't hold any of the moonshot stocks. Per barron's ark funds hold over 26 stocks with more than 10% of the float. What happens when the sell off happens?
How come the genius portfolio manager didn't clo…
Curious as to if folks here think this was a "naturally occuring" virus...or research effort by experts gone awry...or bio weapon research gone awry...?
I have no idea.
Good Luck and Good Health to all,
Baseball Fan
..and....the bull sheet economy rolls on...when can we order prostitution services online thru are cable providers?
Selling and taxing weed. What has become of our society and country?
Dang.
Baseball Fan
Hey @davidmoran,
" When the students are ready to learn, the teacher will appear"
Hmm... I think I heard that on an old kung Fu tv show years back.
Best of luck to all,
Baseball Fan
Foreign investors meaning mericans have little to no explicit recourse should it become politicaly expedient to invalidate the structure of your " investment" in these VIUs
Haven't even mentioned the plethora, excuse me alledegedly plethora of fake…
As an 'merican, you can't really own those stocks can you? Aren't you really owning a holding company? What's the deal, do you trust all that?
Not for me, good luck to all,
Baseball fan
JG,
interesting situ your friend has... making me think
I read an article maybe 20 years ago, seems like yesterday... In investors business daily...said all you need is one growth fund and a money market, checking account
Stated you keep adding t…
Question:. What happens if rob'em good, I mean hood goes Lehman style under and the peoples monies were comingled, kinda like the other guy who got away with it ...alledegedly... comingled..I had no knowledge of that, blah, blah
How much do you thi…
What really concerns me is that this similar to the Madoff investors...hear me out...they were all "ok" with it as long as they were making money.
We were all "ok" with this "artificial", central bank driven, ponzi scheme market as long as we were …
Good Evening,
Just read Gasparino's article in the NY Post...re to the phrase, "Canary in the coal mine"...is Tesla really worth $880 share...hasn't Tesla been pumped up with the similar approach that GME, NOK, AMC have been...clocking the shorts a…
