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.
Hmm. Kowtowing to the new political correctness? Or merely disappointed by their failure to gather sufficient investor simoleans?
For now, there is this from M*: on a fund they rate silver https://www.morningstar.com/etfs/xnas/blld/quote
A pox on all of you guys.
The proposition that the government economic statistics (presumed valid as far as what they are measuring) are not accurately reporting useful information as to what is going on in the real world of the real voter seems to…
There are definitely different ways to play shareholder yield. Cambria's funds put their thumbs on the value factor. Wisdom Tree's WTV puts its thumb on the quality factor. WTV has only been using the shareholder yield factor since 2017, as near as …
The American Heart Association has a new risk calculator out: https://professional.heart.org/en/guidelines-and-statements/prevent-calculator
In my own case, lowering my blood pressure from the numbers observed in the office visit to where they are …
Cambria has rolled out LYLD and MYLD to capture large and micro caps. WTV and SHRY also track shareholder yield in their own way. It is interesting to compare them to each other with https://www.etfrc.com/funds/overlap.php
OFVIX is another fund tra…
Congrats.
You should be able to move positions by electronic transfer. Before you submit the request at the receiving firm, make sure each of the position you want to move can be held at the receiving firm.
Also, I would move positions by partial…
I agree with all of the comments that have been made here. Thanks.
As it happens the accounts (all 4 of them) moved to self-directed within the last few hours.
fyi, it is Wells Fargo Advisors. they have always been very friendly and helpful for ye…
Everyone thinks Trump cares about the stock market and there is a constant drum beat about it. Everything he cares about is subservient to what he cares about the most.
Maybe not yet.
If he's not paying attention to rates, well, God bless him.
https://finance.yahoo.com/news/record-stock-fragility-sends-warning-103000061.html
Stock fragility, a measure of a company’s daily share-price move relative to its recent volatility, is on track to reach its highest in more than 30 years among the l…
Seemed like a good day to do some more simplifying in the IRA.
I sold FDSVX. I get enough tech to suit my IRA from FMILX and PRWCX.
Sold micro positions in GRID, FIW, XBI, PTH, and BUFSX. There were micro gain and micro losses. I don't think the …
I closed all the Vanguard positions in my IRA when I left Vanguard and moved to Fidelity. They included three of the four funds mentioned. I was too late for the Primecap party.
The big Bluff was shot down. He can't really revive this, but his ego might force him to try.
Is the US border "safer" with 10K Mexican soldiers stationed there? Not confident about that one.
It's their Guardia Nacional. What could possibly go w…
Some genies won't be going quietly back into their bottles:
https://www.thecanadianpressnews.ca/national/b-c-critical-minerals-being-diverted-away-from-united-states-david-eby/article_ff720605-b2b9-516c-8ef1-ccb547035ea5.html
British Columbia's pre…
Doesn't look like much more than Canada had already announced:
https://ca.finance.yahoo.com/news/trump-trudeau-talk-canada-braces-090038783.html
Just a joint task force on organized crime. Didn't even have to mobilize their army on our border. LO…
There must be something about the combination of the names Tweedy and Brown that convinces some people to pay through the nose to own one of their funds.
I haven't heard that Trump wants Mexico to be the 52nd state in the union.
And no way he wants people thinking about the price of avocados and beer during the Stupor Bowl.
Mexico on hold buys Mr. Market some breathing room.
The next shoe to drop will be the results from the afternoon call between Trump and Trudeau.
Stand by to stand by.
Stay tuned.
etc.
I am already at 41% equity in the IRA, though not specifically due to the current occupant of the White House.
I am tempted to dump my IRA position in IYK, plus smaller positions in GRID and FIW that would take me to the low-mid 30's.
I'll see ho…
I wouldn't be surprised at anything that happens with tariffs in the next 24 hours, including nothing at all.
In the meantime, aside from tech, Mr. Market doesn't seem too happy about this ukase.
While I was typing the above, the NASDAQ threw in t…
@WABAC,
I worked in both large public and large private companies. There is a lot of grifting in large public companies. With our conversation, all my unpleasant memories about this came back flooding (I happen to have a short memory for unpleasa…
Thanks for sharing. Good reminder that grifting in Corporate America is as old as money.
They gave MacReady a grant. Of course he used a lot of Dupont products, IIRC. In this particular case, somebody at Dupont understood the friction of large orga…
Will DeepSeek be the pin to the bubble?
Stay tuned.
YBB,
Necessity is the mother of invention. US companies have lost their minds with unlimited access to capital and Nvidia chips. So, they did not have to be disciplined. A $500B joke!
Corp…
Look at who are predicting 6500 - 4 of 5 largest market participating banks. That is 6.5% from here. Probably easier to make that much with reasonably comfortable bond funds.
David Giroux’s 5300 is a 14% drop from here. So many members of this…
@WABAC- I love that! :) :)
I think I would probably feel sorry for the poor bastards that have to deal with these sorts of issues if I knew the gory budget and staffing details.
@WABAC: I also have a small stake in my taxable. PAVE represents much bigger positions in the taxable and our 2 Roths. BTW, do you think tariffs would affect overseas power generators, or related firms?
I couldn't tell you. But I'll bet that folks i…
GRID has been strong lately, perhaps related to comment above about AI needing more electricity.
It's just over 50% non-US. I have started a small holding in the taxable, but I wonder how the tariff thing will work out. Might be more buying opportun…
I'm glad to hear you are looking at water. But it's really hard to get past PHO or FIW in that category.
In the same vein, you could stretch the infrastructure theme a little by including an industrial like AIRR, and a little more by including EVX.
