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.
But it was the Fed’s guidance that markets found dovish. In the Fed’s latest projections, core inflation is expected to stay low and not reach the Fed’s 2% target until 2023. At the same time, the job market is expected to improve to the point where…
Since that awful time in March, I've never used MultiSearch and Portfolios tools more.
I find myself setting the Display to periods before March (like Trump Bump, Obama Bull, GFC Bull), to see which funds performed best in last bull market.
I'll a…
I bought some as a near term "bucket" for my IRA when I made my New Year's resolutions to floss three times a day, own more bond funds for ballast, and reduce the number of mutual funds I own.
I wasn't expecting FIPDX to return roughly 9% this year…
fyi
I am thinking of adding SNOW - new snowflake IPO debut today. could be next 'tesla or amazon google'. Buffet has bought bunch private preferred shares few days ago.
https://www.marketwatch.com/investing/stock/snow
Given what it does, I don't …
Is consumer spending still 70% of our GNP? We know who owns the assets. I wonder who does the buying.
I don't see any problem with having a plan to take profits and rebalance according to your situation and comfort level. That may not involve pred…
Unfortunately I have to post it again
No. It wasn't necessary at all. We heard you the first time.
Farmers talk about the weather. Investors talk about the market.
@msf
Interesting interpretation. Though if that's what's meant by the number of units "in single-family buildings with between one and four units", then wouldn't this count exclude buildings that were originally built as small multi-unit dwellings…
@msf
"single-family buildings with between one and four units".
How do you legally get four units into a single-family building?
Depends on the size of the house. I've seen many homes cut up six ways from Sunday. Typically in college towns. But it p…
The article indicates this environment will over time lead to an upwardly trending market if in aggregate households do not reduce the percent of assets they allocate to stocks. And, it suggests that something approaching this simple overall "no ch…
Been in Tempe, AZ just about four years now. And I'm still looking.
I'ld say the best thing for me so far has been the Arizona Fall League. But that isn't happening this year.
Maybe there just isn't that much to say about mutual funds on a daily basis.
I don't think there's that much to say about politics on a daily basis. I read all these political threads. I seldom see anything new in them. Liberals are communists and …
Very cool. The sail arrangement reminds me of something one of the Japanese lines did 30-40 years ago when we were mainly worried about the price of oil. I do wonder about her bridge clearance even at fifty meters.
More here. https://www.marineinsi…
Doesn't change the fact that the dem ticket is the most radical ever.
I've been paying attention since 1964. I hear this every election year from both sides. They're like cicadas.
I think valuations were stretched before covid. I think the level of corporate debt was stretched before covid. And we had a bubbling trade war with China, and many of our allies before covid.
Then we got worldwide covid.
Then we got vigilante an…
I imagine that bubble machine will see use in many business schools across the nation. :)
I’d be curious what folks here been taking lately?
I can buy four ounces of fresh ginseng for 15 bucks at the local Korean grocery. Steam it for three hour…
Don't get to excited , futures down as 9:30 P.M.
Derf
Your comment has me wondering how many people here are trading versus how many are buying some sort of fund for a longer time period.
Strange pick for the writer to call himself Jessie Livermore.
In thinking about the limits of fiscal policy, we should not be lulled into complacency by the U.S. economy's recent lack of inflation. There is a limit, a point at which fiscal expansio…
The New York Times estimates 50000 college students are infected at least are diagnosed.
Many more asymptomatic cases
https://www.acpjournals.org/doi/10.7326/M20-3012
you should be able to read this without signing in or if you do it is free.
I …
The comment "Trump is worse than Hitler" is so hyperbolic it's hard to believe people take it seriously.
That doesn't work for me. It reminds me too much of "It was a joke." or "I was only kidding." or "Where's your sense of humor?" or "You're just…
When I decided I was supposed to take all the good advice and have more bond funds, because it's ballast and all, I definitely looked for lower durations.
Your post got me looking at my bond funds today. Some of them have gotten longer, and slopped…
Check the duration on the bond sleeve and see if you feel comfortable with that going forward.
If the Fed is successful in raising the inflation rate will interest rates rise as well?
I don't plan to sell out. But I do take profits out every few y…
It should be noted that 40% of BRKB is invested in Apple while the rest is value stocks. Buffet still has lots of cash to deploy. His recent investment in Japan is refreshing.
Apple seems ripe for regulatory and trade war issues. The spat over For…
A day like today makes me wonder why buy now? Tomorrow could be better.
Hard to suggest other value funds without knowing what's available to Abe. Some 401's have a limited menu.
I look at FLPSX and wonder how it's going to perform after Tillingh…
I didn't bring up any conflict or anything about the 60s. I answered the question about why we (everyone) should be concerned about 29 idiots.
This is where I do my Emily Litella impression.
Many of them seem susceptible to slow-moving changes in the regulatory environment, trade war, and/or sudden changes in fashion.
None of them make anything that feeds me, cleans me, moves me, shelters me, or provides physical comfort.
The only rea…
https://www.nytimes.com/interactive/2020/us/covid-college-cases-tracker.html
https://wvutoday.wvu.edu/stories/2020/09/06/wvu-suspends-29-students-for-covid-19-related-violations-additional-sanctions-pending
West Virgina U. has a student body ar…
Check the duration on the bond sleeve and see if you feel comfortable with that going forward.
If the Fed is successful in raising the inflation rate will interest rates rise as well?
I don't plan to sell out. But I do take profits out every few y…
I am looking at a few Mid Cap Value funds because I believe we are due for a style rotation to Value and Mid Cap soon. I am interested in the following Nuance Mid Cap Value NMAVX, Artisan Mid Cap Value ARTQX , JP Morgan Mid Cap Value JAMCX, Janus H…
I have a couple of thoughts:
Deflation scares them to death.
And, we're all mercantilists after China stopped exporting critical items during the early stages of the COVID crisis.
Does a Born Again Agnostic raised as a Catholic count for anything? :)
Is there any comfort in numbers? Everybody I know that went to Catholic school belongs to your church.
https://www.nytimes.com/interactive/2020/us/covid-college-cases-tracker.html
https://wvutoday.wvu.edu/stories/2020/09/06/wvu-suspends-29-students-for-covid-19-related-violations-additional-sanctions-pending
Over and over again there are college …
