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.
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 …
Black lives matter. I guess I will die without seeing this country understand. President Barack Obama gave me hope that America could change. How naïve was I?
My Alma Mater is seriously confronting the issue, though I can't say the METHOD is always …
Your wife got lucky. My coworkers traveled on United and they were not please with the full flight. Some low cost operators even reduce the number of flight so to reduce the fixed cost. We love to travel overseas but many countries do not want Am…
https://www.member.mfopremium.com/
But it's still monthly. Cheaper than M*. Subscribing there is the main reason I started posting on this community. Which hopefully won't cast a negative light on the quality of data provided by premium.
You can d…
I hear that the airlines still pack the planes. The only social distancing they practice is before boarding. Face covering is mandatory and yet some still fight this public health rule. It will be sometime before the airlines return to normal whe…
Black lives matter. I guess I will die without seeing this country understand. President Barack Obama gave me hope that America could change. How naïve was I?
My Alma Mater is seriously confronting the issue, though I can't say the METHOD is always …
Cuomo and nursing homes? You had patients who needed continuous attention (i.e. nursing care), but no longer required hospitalization. Their hospital beds were needed. What do you do? At the time, returning those patients to nursing homes …
One of the more striking manifestations of Trump Derangement Syndrome is that people who have always been adamantly opposed to the Vietnam War and adamantly opposed to the military draft, find it easy to castigate Trump for being a "draft dodger…
Might be a good play. If you're down with robots. Their demographics were cratering last I looked. Who, or what, is buying whatever is being made in Japan?
According to the following article, Robinhood users' trading did not influence the price of most stocks. However, these users did impact prices for certain small, speculative issues.
Link
Thank you for the link
@WABAC
>> Some describe the phenomena as postmodern conservatism. Here, here, or here, for example.
That third one is pretty funny, but it is the work of an undergrad. He gives his JV-level lukewarm libertarianism away when complaining abou…
Why can't people see that this sort of behavior is just downright crazy.
Which sort of behavior? The behavior of Trump or the behavior of posting about it and responding to the posts?
In the case of the former I think it is clear that Trump's sup…
Hi, bee.
That would be more possible if Accipiter were still around, since he did all of the programming for the discussion board. Chip and I have discussed options like making off-topic an opt-in board; that is, if your default view was "all discu…
Bankruptcy and unemployment. It is commonly said that consumer spending drives seventy percent of the economy.
the economy so far has replaced only about 9 million of the 22 million jobs lost to the coronavirus pandemic.
[ellipses]
Ranked by asse…
“The concern even ahead of this announcement from Powell is how they are going to be able to credibly achieve the 2% inflation averaging given for years they haven’t been able to achieve 2% on a consistent basis,” Rajappa said.
Drop lots of Jacksons…
I live near Fiesta Mall in Mesa, AZ. It's one of the largest ghost towns malls in the country.
The mall I grew up with in St. Louis County was bull-dozed a while ago. Plans to redevelop the space had stalled the last time I checked.
Maybe NYC had…
” Dewars for flying .“
Don’t normally drink while flying
I haven't lost a flight yet. Two in the departure airport. And two on the plane. But I'm not dogmatic if it's a short hop like San Francisco to LA. Or if I'm driving on the other end.
Flying…
Simon would you care to share what funds you have that are up 65% ytd ?!
Check out this link for top 20 fund performance.
https://www.financial-planning.com/slideshow/best-mutual-funds-and-etfs-ranked-by-ytd-returns
…
According to Goldman Sach, 3% of MFs is managed by women.
Teresa Kong has done a fine job managing their emerging market bond fund. So is Karina Funk Of Brown Advisory Sustainable Growth fund.
Any other outstanding funds managed by women ?
…
