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.
Maybe off topic not sure.... been reading a book from babson's notes from 1921.... paraphrasing.... aren't muni bonds the ultimate ESG investment? Babson noted isn't investing in munis that help build schools, sewers, hospitals doing real good for …
How far out are you going in duration wth your tbills @Sven if I may inquire? Curious as to whether we will regret NOT going out to 5, 10 years with t notes, looking backwards in later 2024? Just a few years ago, getting 4%+ over 5 years was fairl…
@FD1000,
Your GE, Lucent experience resonates with me...I was a young buck in 87' when the schmeissing occured in the markets...the 50-something year old engineers were walking around shell shocked in the office with that far away gaze....looking b…
@old Joe
Uh, actually, I'm a moderate neither far right nor left...it's just that the socialists are attempting to take over this country....and I resent that so I guess I get labelled far right....good grief, I hope you're not insinuating that any…
If Krugman is writing about it, hold onto your wallet
Amazing how these clowns in cahoots with this Bolshevik Biden government can float these concepts thru the warped and bought mediabin an attempt to brain wash the sheeples
Always moving the goa…
...hmmm...
I've found that for the funds that I have invested directly vs a brokerage...I tend to have higher returns as psychologically it is not as easy as clicking a few buttons to sell, trade out in etc etc....but maybe the real reason here is …
uh, how's Hussy doing? I think I am joking.
But I sure hope the 2-yr is treasury is at 5% in a couple weeks at auction....so I can lock up my monies for a couple years and stop playing around in this casino....
@davidmoran
So what's the overall message of the article (hiiden behind paywall etc)?
Noting that Kraft-Heinz and Kellog's prices have risen by 25-30% over the past two years....you might scoff at this but I can tell you that cost increase inputs …
@fd1000
How much do you think the tea leaf reader meaning Wilson pulls down in salary annually? Where else can you be so wrong and get paid to keep doing it?
Meanwhile hussy (hussman). Continues to make very rational sense and notates overvaluation and very risky markets but continues to suffer drawdowns....some day, some day....he might actually make his shareholders money....
I like your sense of humor Hank...but in all seriousness, I kinda disagree with you when you say it is not a game...if this market isn't the world's largest casino, not sure what it is. The market is NOT a utility. It does not care that someone "n…
@hank
Question for you sir. In your opinion is shorting, long short more of a psychological approach to keep you invested? Very difficult to get right, timing and all, have to be right, hard to know when the central banks step in , psychology of …
Is it true that just under 100 million Americans of working age are not in the work force? How can that be with this great economy and 4% unemployment?
I'll answer for the class. Govt BLS stats are pure bullshit. Proceed at your own risk.
Class.
Just remember when many of us were in high school'ish in 1976 the population of the USA was ~ 220M, now "officially it is ~ 340M, and let's not BS ourselves with all the illegals etc it has to be more like ~380M. They have to live somewhere…
@dryflower...so what is the alternative...buying a SPY -like index with the top holding of AAPL...with a PE of 33, YOY top line down -2.5%, Profit$ down a little more than that, cash on hand now under 2% of total capital unlike recently when it was …
@dtconroe...your question reminds me of a convo I had with my comptroller several years ago...he asked me "what are you going to do when your CDs roll off and the interest rates are lower". I answered I'll make a decision then with the facts and my…
Total AUM for ETFs from 2016 to 2021 tripled from 3.4 to 10 Trillion, likely even more bigly now...that is how I am interpreting the comments made by Green on the podcast I listened to. Someone is investing a tons of money into these index ETFs..th…
podcast...also stated 90%+ of those under 45 years old who have a 401k account, auto invest into index funds... can that be true?? If so, that could drive markets higher, no?
As a side note, I thought this was relevant in today's world, Mr Green …
Adding on...so Target date mix between US and international stocks being approx 80/20 US and seeing how US is approximately half of all global stocks could be a large reason why US stocks have outperformed international and emerging stocks and very …
Go look at record amounts of revolving credit on credit cards...why so high in a great economy? Folks struggling to ends meet... I'm seeing huge and notable cost inputs from suppliers at work... really picked up the past several weeks. Getting …
Oh my gosh...too funny
Real wages under since the grifter has been in office have dropped every month, look at how few people are working as a total of population... tax receipts way down even though Biden raised corporate taxes ..so many working m…
@FD1000. Question for you sir
Would you say it's harder now and going forward as the market dynamics have changed. Meaning markets are driven more by flow, folks putting money in every month via 401k, company share buy backs, small investors usi…
Some follow on comments...
*Nice article in Barron's by Lewis B..I'm invested in PVCMX and have recently invested in MRFOX...also noted that MAFIX, managed funds are in the article...BLNDX similar to MAFIX who knows maybe there is some magic in blen…
In all seriousness and no disrespect to anyone including FD. Anytime I read about a fund Manager's proprietary system, I put it in the category of CEOs blaming a soft quarter on the weather or future growth from overseas markets.... meaning me take…
I'd add salt lake city, Miami, to list of booming cities. Can tell you Chicago is going downhill fast...out of control crime... wealthy leaving in droves... businesses moving out... these clowns have ruined a great city...
Really kind of bipolar markets data etc....first you hear of layoffs increasing then you get this jobs report... I'd hate to be a macro kind of investor right now...how could you trust your quote signals?
Do know that a ton of tech workers were let…
Our best and brightest, no? I almost think Krugman could have done a better job.
So what happens next?
Stock rally? Stock schmeissing?
Tbills interest rate sky high?
Muddle along?
Well.. I'll say this...I know someone who has lived in govt assisted housing in the chi area in a building that was owned by Mr Zell's company. He is was very grateful that the building was well maintained, had onsite attentive bldg manager, and h…
So you mean most don't want handouts to the sidewalk shitters, free riders, takers, lazy bums? C'mon I would think just about everyone would agree to ensure kids, disabled, down on their luck, elderly should get all the assistance they need but I'l…
What's next though...crash the market to gets the peoples to buy the tons of tbills that will be issued?
What crisis of the day will "they" manufacture to cause that?
How about acting like sane rational adults and negotiating a stop to the slaught…
