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.
Hmmm...to clarify the question....how much of their products are sold if any to spv's and do they finance those purchases...how about Mr Softie... meaning Microsoft. anyone know?
Does anyone know if nvda provides financing to their customers? What are the terms of that financing? Do they do business with special purpose vehicles? Does anyone know when exactly they book a sale vs actual deliveries? Especially with SPVs under…
Didn't Amazon drawdown like more than 85 percent? I knew of a colleague who went all in with INTC Intel in the 90s. Bought a nice summer home by the coast.
Diamond hands my friends diamond hands... besides stillers will let you know when to ba…
maybe you need to be real careful with the "4% rule" which entails taking a constant percentage of your portfolio with an inflation adjustment every year. human beings like the simplified straight forward approach.
Haghani, author of the missing b…
maybe slightly off topic but a couple thoughts/comments;
See Thornburg article dated May 17, "forget mag 7 and look at Euro fantastic 5"...SAP, ASML, AstraZen, LVMH, Novo...has actually outperformed since Jan 2022...hmm, no kidding, really?.
Isn't…
C'mon @rforno...I'm thinking you know that the insanity was there all along since 07'-08'....it's all just one big casino, c'mon in...put your life savings in it and enjoy the ride (to be clear, I am joking not a recommendation for anyone!)...
Yell…
Could it be that many are failing to realize that many folks are struggling to get by due to the exploding cost of living. The average person out there doesn't really care what the (propoganda) employment numbers are or what the (artificially jui…
@BaluBalu...you would be responsible from the curb/edge of your property to the connection to the sewer main in the street...when you hear that jackhammer busting up the concrete get your AMEX platinum card out...it is gonna cost you a bundle....
a…
Unrelated but related. News flash. Paid $7.48 for 24/pk of Dasani water bottles and $7.89 for 4/pk of bounty regular size paper towels yesterday at Ingles. Are you shitting me, how does the average schmuck afford this?
No one can say inflation is…
Positive vibes on this fund is for a couple reasons. Long term record going back 30 years with same strat is outstanding vs sp500. Up/ downside not even close. Very experienced fund MGMT, not just one star manager. Doesn't hold any of the glamour…
@FD1000...ya I see your point but you are leaving the risk equation out of the picture...the ole sequence of return risk.
Most will crap their shorts when the market draws down 30 to 40%
They'll never stay with and will bail out likely at the bott…
So maybe tbills and chill? At least for today or? Didn't the wsj fed mouthpiece author write that prolly higher for longer?
Wonder how the managed futures wunderkinds are positioned...
just wait until this week when ole' Yeller drains the TGA...thus providing more liquidity for the banking sector and stimulating the economy....watch the growth side of the ledger bang up quicker than the value side...bond yields come down...and yes…
Keep in mind there are likely 100 to 150 million more people living in the USA then when many reading this were in high school..let alone likely a couple billion more on the planet. Of course this will have impact to some degree on the environment.…
Question, does anyone know if you are an actual long time loyal insurance customer with a company... do you actually pay more, yes, meaning like with a cable company. I know for a fact these insurance companies have a small army of actuaries on st…
Also, many don't really think about risk too much...maybe a good thing as we'd never leave the house if we did...ya got to ask yourself what would happen if: you went out to lunch with a friend and your are driving your car, stop at the light and so…
Auto insurance going up bigly due to tremendous increase in auto theft, EVs are extremely costly to repair when they get into a fender bender due to the electronics/sensors and batteries have to be drained is my understanding if major work required.…
Bought bigly 12 month tbills, looking to purchase bigly 2 year notes, nibbling at PHYS. Sprott gold. Sitting tight in MRFOX. Trimmed BLNDX..don't trust it fully, concerns about trend reversals that the black box won't pick up in time.
Y'all think…
Can each of you please send me your mailing address so I can send each of you a free Trumpinator Bobble Head to put on your bookshelf.
Thank you,
Baseball Fan
Gee-suz.... meanwhile we got the grifter beholden to the chi-coms in the office now with run away do what you want out of control crime all over despite what the libs say... nevermind most don't even report it anymore cause the cops won't come out c…
I see it differently. if you call a fund an emerging markets fund it's my position that the majority of rational folks would not expect it to contain US based companies such as avgo, meta, googl etc.
Fair point Devo but I would counter that slippery to me and possibly others can also be "misleading, not forthcoming, not on the up and up..."
I guess it depends on your point of view and what is stated in the prospectus.
Best Regards,
Baseball F…
Isn't the fella at GQG doing the same in his international funds...the GS Intl fund he runs holds close to 20% in US stocks such as NVDA, AMD, META etc etc. NVDA is the top holding in his emerging market fund...always boosting returns as well...smok…
Don't do the crime if you can't do the time...good riddance to that scum bag..and his virtue signaling bullshit...throw his highly educated idiot parents in the slammer with him too..kinda does a lot for the Stanford brand, no? (sarc)
Reuters...
Environmental, social and governance (ESG) investing boomed in 2020 and 2021 during the COVID-19 pandemic as low oil prices spurred more investors to diversify beyond fossil fuels, and as fund managers sought to appear more climate-consc…
hmm. I'll refer to a Occam's razor...something like that other things being equal, the simplest explanation is preferable to one that is more complex or simpler explanations are generally better than more complex ones...but let's stay on point as m…
There is that word again... coincidence...and what is the latest line... what's the difference between the truth and conspiracy theory? Answer. Six to nine months....
Oy vey.
Made one great call in 2008, 2009 though as to when to get back in, wrong ever since...and his colleague Ben inker used to have the go to allocation fund...big on emerging markets because of the value allegedly. Crapola results for long time....but …
