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.
Baseball on the radio is the way to go.
I tried watching a few times last year since my team was in the playoffs. But the ad breaks were just killing the pace. The radio guys can still slip in lots of local stuff that doesn't take you out of the s…
Hearings before the House's antitrust subcommittee of the Judiciary committee this coming week. Dinky linky.
Microsoft didn't even get an invite. Four other guys did. The link provides a rundown of the issues that are liable to be explored. No pay…
PS - Good news ... The new food freezer I ordered at the end of March from Home Depot will finally arrive next week after a 3-4 month wait. The current 25 year-old one is starting to groan and rattle pretty loud. Hopefully it lasts one more week. …
@WABAC, hope this thread helps your headache. Your retirement income needs will come from SS, maybe a pension, maybe part time work, maybe a portion of your personal retirement accounts (RMDs or other withdrawals).
If considering an annuity run …
Gives me a headache.
One of the reasons I've been thinking about annuitizing the retirement funds when the time comes. I'm not sure I'm going to feel like sorting through all of the choices I've invested in over the years when it comes time to take…
I think I found it after trying to figure out where an M* writer got off to.
Mike Lee? Stan Lee? Used to cover ETF's at M*. Wrote a couple of pieces here.
I don't follow ETF's. But I always enjoyed reading his stuff.
I believe you are referri…
I think I found it after trying to figure out where an M* writer got off to.
Mike Lee? Stan Lee? Used to cover ETF's at M*. Wrote a couple of pieces here.
I don't follow ETF's. But I always enjoyed reading his stuff.
I believe you are referri…
I think I found it after trying to figure out where an M* writer got off to.
Mike Lee? Stan Lee? Used to cover ETF's at M*. Wrote a couple of pieces here.
I don't follow ETF's. But I always enjoyed reading his stuff.
I didn't start participatin…
I own a small cap (BOSOX) and a mid cap (WAMFX) from Boston/Walden. I didn't have to spend 100K to get in through my Vanguard IRA. The fees are reasonable. And the yearly turnover is less than 25%.
I also own PARMX, the Parnassus mid cap.
I have l…
(The DOD has declared climate change a security risk and is required to plan accordingly.)
I thought this changed after the 2016 election.
IIRC there was a lot of smoke about Congressional, or Executive, action to prevent DOD from taking climate…
https://www.google.com/amp/s/abc7.com/amp/fireworks-illegal-video-of-southern-california/6298951/
Its OK to protest but not OK for fireworks...I don't understand it
Just to amplify what Anna said . . .
You probably don't know what it's like to st…
The data available at MFO premium provides quite a bit of useful information for a much lower price than M*.
But people should always take a look at what's in the portfolio. And how often it changes.
Did they find any value in the empties?
As the article notes . . . The problem with storing liquid in wooden barrels is the loss of what's inside over time. Up to a point, that's accounted for in making whiskey, or wine. But I've never read that wh…
Here in Arizona we're going through our first wave.
I'm kind of hoping were just getting through a Memorial Day spike. If not, I'm not sure what it will take to change people's behavior. And we have the 4th of July coming up.
One case is not like the other in my mind.
Doesn't mean I disagree with either of the folks you cited.
But Ms Wheelbarger is a civilian. And Capt. Crozier is not -- obviously.
I don't think it's healthy in the long run for civilians to latch ont…
Some of us have no choice but to fly. But I can't complain. I knew a guy back on the Mainland, way back 20 years ago, who quit flying and drove everywhere. Too much hassle, even back then.
When I was a child, we met an air traffic controller on the…
I'm surprised he didn't ask more of his respondents about the role of the Fed in propping up the system they think is so fundamentally sound, and efficient to boot.
No sales. Just buys. I wish I had bought more for my wife's IRA. Still quite a bit of "dry powder" after transferring out of a retirement plan at Prudential. She still has a nice setup at TIAA-CREF that is fully invested.
There will be more buying …
Every time I read about Grantham I try to remember what "Adam Smith" wrote about him years ago, when Grantham was a young man.
So, I went looking. While I have concluded I'm just going to have to re-read "Adam Smith," I did find a wealth of quotes …
When I was growing up my mind was filled with all sort of ideas about the flag code.
[These days,] though I am native here
And to the manner born, it is a custom
More honor’d in the breach than the observance.
Flag Day used to be a good time to ta…
“Reviewing fund performance at mid year is dangerous business.”
Hi MJG. Yes, if doing so while standing out on the ledge of a 80-story NYC skyscraper, trying to read charts on your tablet in the bright sun’s glare while slipping off your sandals …
I've seen a lot of recent activity attributed to rebalancing defined index portfolios -- like 60-40's.
I have also seen activity attributed to sports bettors with no place to go. The piece seems short on real numbers.
I did not enjoy my ride with…
I have a fair amount of overlap with funds previously mentioned. Among those not mentioned . . .
YTD performance is per M* rather than any picture of my performance.
Neuberger Berman Genesis (NBGNX) has done just fine @ -5.44 YTD . I'm glad I held…
My state (Arizona) would likely be number one on the chart if Governor Maskless hadn't imposed a week-long curfew on the state after the Battle of Scottsdale.
Last numbers I saw, cases were up around 70%, and testing is up around 50%. Hospital occu…
How long is "foreseeable?" Aren't we just a black swan away? Maybe even a rumor of a black swan.
Yardeni's formula seems facetious -- with an edge -- to me. It put me in mind of a government leveraged penultimate stage of the Minsky cycle.
I'm more worried about the punchline to his post:
Long live the bull market! Now we have to worry that MAMU might lead to its demise since meltups tend to be followed by meltdowns!
What I find on his linkedin page is he's a Stanford MBA. He doesn't mention being a professor. He's a clever writer. Hammer and dance is a colorful analogy. And he does a good job communicating some things that need to be understood.
But when I thi…
Bolsanaro makes our nut wannabe dictator of a president seem sane by comparison. Bolsanaro's a real dictator in the making. Ours is just a reality TV version.
Not sure I agree ... But that must be what O’Connell and buddies are banking on. I agre…
GLFOX is more like owning the railroads, electric company, and waterworks from Monopoly. All the infrastructure is already built. And half of that is utilities.
YTD performance is in the same league as Vanguard's utility index (VUIAX), but pays a …
""What people may have learned for white-collar services jobs, in particular, during the work-from-home lockdown situation, at least in my perspective — I've talked to a lot of my peers on this — I kind of learned who was really doing the work and …
Haven't read much substantive since I finished two massive collections of Ursula Le Guin's novellas and short stories.
I find Arts and Letters Daily to be worthwhile grazing. I hope to get a subscription to the Atlantic for Father's Day. And there …
