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.
“Whoa. A lot to unpack there” - Not really. It’s just one of a half-dozen different market takes Barron’s typically presents from a variety of different sources in a small section of the magazine each week. More, I think, to give a flavor of th…
Thanks @WABC - Both equities and bonds I’d say. (Though my intent in posting was to emphasize the bond implications)
“If inflation, big government, and organized labor come back from the dead, globalization loses ground, regulation expands ... tax…
Huh. Closed my position in the IRA just the other day. It's still in my taxable. I don't make many moves there.
Binbin Guo had been listed as head of that group according to the M* people tab.
The only manager with skin in the game is Reckmeyer, f…
@hank
We expect that the clamor for bigger government will contribute to a secular bear market that could rival the one that persisted from the 1950s to the 1980s.
Are they talking about a bear market in bonds? Or what?
More balls in play. Less three "true" outcomes.
More Cardinal runs. Less runs for their opponents.
More minor league play. Less alternate training facility black box.
I might move into ultra-short bond funds if they offer any improvement over Vanguard's money-market settlement fund.
You may want to look into VUSFX.
Thanks for the tip. I'm at Vanguard, so that'll probably turn up when I get through rearranging t…
Ok, fair enough I suppose but after reading the article I sense more than an ample amount of speculation rather than actionable facts at this time. However I do understand your reasoning and your explanation helped. Thank you.
De nada. I like to hav…
@WABAC - have you sold all of your bond funds on the expectation of a rise in rates? I'm just trying to understand why anyone would do this while those who control the rates indicate no interest or reason for doing so at this time. I read the articl…
While no one can predict when the market will fall, there are multiple reasons to think that it won't go up forever.
I have already sold all the discreet bond funds in my IRA. There was just too much success to leave on the table while interest ra…
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Also related ... Another bump up for the 10 year treasury yield today. 1.34% at last glance. Seem low? Consider around 0.60% less than a year ago.
Question What rate on short term debt or cash would entice you to unload some of your equity holdi…
Hi Jon, I would look at expense ratio. You can buy the NASDAQ 100 cheaper than RYOCX. Turnover on the Fidelity fund is higher than I like. Are they that smart?
I would also look at the structure of the fund family. I lean against publicly traded co…
Frank Oppenheimer put art in the mission of the Exploratorium from the beginning. Lord knows what's going on there these days. But most towns have their own Explo by now.
Not sure what this has to do with the OP. But this is the internet after all.
Did you log in again prior to looking at the holdings? Clearing cookies will cause the browser to forget that you were logged in to M*.
No dice on the latest version of Firefox. And I'm lite on adblockers these days. The sites I visit could use th…
All I can say is that the holdings came up fine for me with relatively recent versions of Firefox, Chrome, Edge, and IE, though pulling up the holdings failed on an older browser. I wasn't even logged in to M* with those newer browsers and I went …
The top ten holdings have been missing for the last few days. Very disappointing if this is a permanent change.
Maybe the holdings are for "premium" victims now.
The problem I always run into with emerging market funds is that they invest so much money in countries with unpredictable legal environments for investors.
China is all about the Communist Party. Russia, and several other countries, seem to be kl…
Side note: what happened to Oakmark? Not a single fund rated higher than 2 stars. Though M* still loves the company, giving most of its funds gold or sliver prospective (forward looking) analyst ratings.
I held some of their funds for a short per…
I was out and about today. And it is always hard not to note the amount of tattoos. Some of the art is truly impressive. On youthful skin.
I don't have any tattoos on my old skin. Too permanent. I'm waiting for for bio-nano-LED changeable skin art.…
Commodity dance moves:
Backwardation
https://investopedia.com/terms/b/backwardation.asp
Contango
https://investopedia.com/terms/c/contango.asp
Can I find a fund manager who does this for me?
I didn't understand any of that. And it came up in co…
Robert Louis Stevenson, along with Lloyd Osborne, wrote a black comedy titled The Wrong Box whose subject and plot is the tontine. Free online read on a number of sites.
Here's one review from Faith Jones, 2018.
https://medium.com/@havingfaith/b…
I think the problem with the U.S. Senate prioritizing land and geographic rights--really property rights when you think about why "states' rights" exist--over individual rights is far more significant. There's no good reason if democracy is the aim …
Politico leans right and seems to give a forum for every GOP conspiracy possible !
Not my experience in general since Trump came into office. They were mildly center-right during the Obama era. RINO right one might say.
The penultimate graf of this…
In Chicago, they're 199.99999% confident :-)
https://strong.academic.wlu.edu/humor/the-dead-vote-in-chicago-elections/ (humor)
Thanks for the reminder. My local BOE system shows that the post office received my ballot 1.5 weeks ago, but that it …
Dunno if it's a dead cat bounce or not. I sold my gold miners into the bounce today though.
I've got a long way to go before I do much better than break even with USAGX. Initiated my first position at 41.63 per share on 8/12/2011.
Bought again at 2…
IIRC, the gamble at the time was that Congress would make sure the increases never went through. I have to assume that the GOP was operating on the assumption that they would remain in the majority.
On less firm ground, I think the machinations had…
@sven: Everyone has to start somewhere. And Forbes offers good standard advice. The Wired article provides some practical how-to's to address some of the basic issues in #6 in the Forbes article.
The information at CISA is easy to read for the m…
