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 read another report that quotes the NTSB saying it was an improper installation.improper installation.
The NTSB determined the probable cause to be the “loss of electrical power (blackout), due to a loose signal wire connection to a terminal…
@msf, and I would add GMO to the conversation.
IIRC, GMO made the argument that their investors wanted the convenience to trade, which seems antithetical based on the minimal amount of time I have paid attention to that company.
I haven't seen wha…
Look on the bright side: We won't have to worry about port, freight, train, and trucking workers buying too many dolls and pencils for their kids for Christmas. That will leave plenty for the Vance kids.
In the IRA: Sold BSBIX. That duration and yield aren't going anywhere at the moment. Even BUBIX would be an improvement. I'll probably add it to FLTR, or similar.
Everybody talks about how this isn't pets.com, but Jain hits the points I have been thinking about:
During the dot-com era, the big infrastructure builders were incumbent telecommunication businesses and global long-haul telcos and equipment names w…
From Markets A.M. Comments: Imagine each state with dozens of mini-zones which varied by a few minutes. Why???
It likely wasn't due to state regulations, but to local observations of solar time which changes by four minutes for each degree of longi…
Is anyone knowledgeable enough?
Wait! You know what is missing from this discussion? Someone to advise us all not to listen to the "experts". Someone to point out that everyone is "usually" wrong. nd can cherry-pick select statistics to "prove" th…
Jeffrey Gundlach joins the choir.
DFL/TLDR
“The health of the equity market in the United States, it’s among the least healthy in my entire career,” Gundlach said. “The market is incredibly speculative and speculative markets always go to insanely …
I don't think Jakab really elucidated the benefits of a ravening bear. Feels like he recycled some old Wall Street cliche.
The taxable accounts are as invested as they have ever been in equities. At the present time we do realize some dividends fro…
RMDs, I'm sure you intended. Those are gonna hurt, but the $$$ can be reinvested in taxable. 2 more years to age 73. Born in '54. No escaping it. Death, taxes, winter. Well, not much winter here. Sometimes, however....
Yeah. Minimum required distrib…
I bought some PMFYX last month at Schwab where it is NTF.
Nice. :)
I would love to get it for that expense ratio. But I did duck the load at Fido. It's also NTF, and one could get in for $2500.
I happened to buy a slice of PMAIX earlier this week as mentioned in the BSW? thread. It's yearly returns aren't always as high as the funds mentioned above, but it does lead on the yearly Ulcer Index number going back eight years--the age of the tw…
The rest of us are paying tariffs at a regressive rate. So it's revenue neutral. And those rich people are going to use all that money to hire people to do . . . something. AI can't wax the car . . . yet.
MGOIX is classified as an intermediate core bond fund by M*. However, it's 93% taxable munis, which is not a mix you see all the time.
I ended up buying a slice just to take a little risk on longer duration. The IRA is still under two years overal…
@WABAC: Bloom Energy for one reason.
(gulp)!! Meteoric! Years and years of gurgles and sniffles...then bam! I'll track it. Thx.
PBD and TAN are also ahead of SMH, YTD, and for the past twelve months. I know this because my spouse wanted some of th…
I
For the past 4 years, I've been selling ICLN as an offset to significant reinvested Tech/SP CGs. For some bizarre reason, global clean energy ETFs performed horribly under Biden but did well (and are doing well) under the orange buffoon's adminis…
In the IRA: Started a position in PMAIX (NTF @Fido) that's roughly half the size of my position in PRWCX. PMAIX was one of a very small number of allocation funds to end 2022 in the black. By the time I get to MRD's I expect it will be roughly even …
Warren’s successor has to prove himself as the chairman. The Buffet premium on the stock is gone. Greg Abel, from what i read, is a very capable manager. We will miss Warren Buffet.
Depending on how hard BRK tanks after Warren passes, I would be…
Is Dalio willing to repeal the Bush and Trump tax cuts?
I'll bet not.
Was the country suffering that much under Clinton's tax regime? Business conditions were friendly enough to gin up a major blowout due to irrational exuberance.
I was pleased to note on the M* ownership tab that Fido was not among the top 20 "institutional" owners of Tesla.
FMR is #10 on the list of major institutional owners.
Goede Capital, spun off from Fidelity and the firm sub-advising Fidelity's index…
The chance that he meets "ambitious financial and operational goals" is probably about nil.
Between the ketamine, weed and whatever else he imbibes, to control the depression and ADHD, I have doubts that he even lasts ten years.
Or he goes the w…
I don't expect much from the usual suspects.
That depends on whether they follow the guidance of the duopoly of proxy advisors, Glass Lewis and ISS.
Proxy firm Glass Lewis has recommended that Tesla (TSLA.O) shareholders vote against the proposed $…
From the Wall Street Journal:
"With a 1.2% stake in Tesla, the fund is the sixth-largest institutional investor behind others such as Vanguard and BlackRock, according to FactSet. It is the first major institutional investor to disclose how it vote…
From the Wall Street Journal:
"With a 1.2% stake in Tesla, the fund is the sixth-largest institutional investor behind others such as Vanguard and BlackRock, according to FactSet. It is the first major institutional investor to disclose how it vote…
Some brokerages will have a stable of high minimum funds the rest of us are allowed to buy, especially for IRA's. I don't remember that being a feature at Vanguard. But I've been able to take advantage at Fido and Wells Fargo.
Or alternatively, "We don't need no stinking politics"
Or as written by Craven:
We have no badges. In fact, we don't need badges. I don't have to show you any stinking badges,
And re-written by Houston:
"Badges? We ain't got no badges. We don'…
That is if one wants to diversify away from tech and AI-related stocks.
Future market for Tuesday, November 4, 2025 is all red, including the safe haven asset such as gold.
https://finviz.com/futures.ashx
RWF is up for me so far. But so are SMH …
Concur. RWL is another possibility that focus on the company’s revenue. It has 9.4% exposure to tech sector versus the 31% of that in S&P500 index.
RWL, SPGP, and SPHQ are now in the red for four weeks. It's tech, or nothing, in the U.S. mar…
I am exiting my PC investments (or hope to at least). No idea if the rot is systemic but I am not waiting around to find out.
I'm feeling really dumb today, and I want to share that special feeling, :-D
PC? Politically correct? Personal computer?
