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 took advantage of similar deals from Columbia and another company (can't recall name) to build
a CD collection. I purchased the required number of CDs at full price and then cancelled my memberships.
Rinsed and repeated several times. It worked ou…
I'd think that the nature of the part time jobs would depend very much on the needs and desires of the job holder. If it's one of those "we will call you when we need you and you had better respond" type of "jobs", then that's total crap.
However …
The "hot" jobs numbers released by gummint was mentioned by Summers. He's pushing for a rather higher neutral rate. I giggle at the jobs numbers, anymore: most of the hires are part-time. No vacation, no benefits. Because employers can get away with…
The following note was included on my March Fido account statement.
"In June 2024, Fidelity will implement a new service fee for some ETF and mutual fund purchases.
This service fee will apply to a limited number of ETFs and mutual funds offered by…
The Week in Charts (03/29/24)
The most important charts and themes in markets, including...
00:00 Intro
01:14 Topics
01:52 Biggest Q1 Surprises
02:13 One of the Best Starts to a Year
07:51 Enormous Eight Divergence
12:57 Higher Growth, Higher Infla…
[snip]
Having gone through 6 bankruptcies...SIX!!!!......you have to question whether buying ANYTHING that he is selling would be wise.
[snip]
Yet, he is touted as being a successful businessman.
Go figure!
"Fidelity Investments plans to charge investors a $100 service fee on exchange-traded funds purchased from nine firms that don’t have maintenance arrangements with the financial services giant, a spokesman confirmed."
https://www.thinkadvisor.com/2…
"Go-Anywhere" funds sound good in theory assuming management is highly skilled.
It can be quite challenging to incorporate these funds into an existing portfolio.
Have we become desensitized to data leaks that this is not at the top of the page at Bloomy
[snip]
These massive data breaches occur all too often.
We, as a society, have become desensitized to them.
The Week in Charts (03/22/24)
The most important charts and themes in markets, including...
00:00 Intro
00:10 Topics
00:50 The Fed's 2% Inflation Farce
09:59 Japan Ends Negative Rate Era
13:42 One of the Best Starts to a Year
20:12 The Reddit IPO
2…
I invest where markets tell me.
1995-2000 US LC 100% indexes
2000-2010 Value, SC, international mainly in 3 funds FAIRX,OAKBX, SGIIX
Since 2010 mainly US LC+ PIMIX until 2018. Then mainly bond funds.
[snip]
Must you post these same comments nume…
Are StockInvestor, FundInvestor, and ETFInvestor newsletters free now if you have M* premium membership? If so, could you please provide the links to them - I was not able to search for them in M* investor
If your library system offers Morningstar …
@WABAC,
My local library system offers Morningstar Investing Center (MIC).
I can access a fund's One Page Report (and full report) via MIC.
MIC also provides access to the M* StockInvestor, FundInvestor, and ETFInvestor newsletters.
[snip]
@yogibearbull, I'm not seeing the turnover history at that link. I see a condensed M* summary of all their share classes.
[snip]
@WABAC,
According to the M* GQEPX One Page Report, here are the fund's annual turnover rates:
2019 - 155%
2020…
@Mark,
You may want to consider LibreOffice as a free, alternative office suite.
LibreOffice is compatible with a wide range of document formats such as
Microsoft® Word (.doc, .docx), Excel (.xls, .xlsx), PowerPoint (.ppt, .pptx) and Publisher.
I d…
Apple is pretty good for security but not so good for privacy.
Like Old_Joe, I avoid using "the cloud" for storage or user apps.
This is due to potential privacy, security, and sovereignty issues.
@BaluBalu
Would you be able to briefly note the differences in how JQUA and QUAL define quality?
Which traits (profitability, earnings stability, capital structure, growth in profitability, etc.)
are prioritized and which metrics (return on equity,…
The last thing Boeing needs is financial restructuring. They need to reinstitute the pre-McDonnell Douglas merger ethos where engineering trumps cost cutting.
+1
The McDonnell Douglas merger precipitated Boeing's descent.
McDonnell Douglas managem…
The Week in Charts (03/15/24)
The most important charts and themes in markets, including...
00:00 Intro
00:16 Topics
01:24 Active Managers Go All-In
06:27 Pricing in a Perfect Future
13:34 Stubborn Inflation = No Fed Cut
27:20 The End of Negative I…
Texas is well-known for its oil and gas industry.
Many people don't realize that Texas produces the most renewable energy of any state!
Will banning the aforementioned 10 firms (and their corresponding ESG funds)
"immeasurably damage the state’s ren…
No kidding - the time has passed very quickly.
My employer stated employees would be working from home for a "few weeks" in March 2020.
Little did we know a "few weeks" would morph into approximately 2 years!
Now we work in a hybrid environment with…
Thanks, Mona!
It's interesting that Vanguard is considering external candidates for the CEO position.
Perhaps they're seeking transformational change in order to maintain or improve
their standing in the ultracompetitive asset management industry?
…
The Ben Inker article referenced in the OP can be downloaded as a PDF without registering on the GMO site.
The Quality Anomoly (Ben Inker)
https://www.gmo.com/globalassets/articles/quarterly-letter/2023/gmo-quarterly-letter_4q-2023.pdf
The Quality…
Looks like the UW Huskies played the UConn Huskies five times from Mar 19, 1998 - Dec 22, 2013.
The UConn Huskies won each time.
https://uconnhuskies.com/sports/mens-basketball/opponent-history/university-of-washington/269
The Week in Charts (03/08/24)
The most important charts and themes in markets, including...
00:00 Intro
00:18 Topics
01:10 Here Comes the FOMO
09:20 March 2009 Low: 15-Year Anniversary
11:53 Digital and Physical Gold Rush
17:19 Spending Like Drunke…
There have been many complaints regarding Vanguard customer service and technical glitches over the years.
Tim Buckley was Vanguard's Chief Information Officer from 2001 to 2006.
Mr. Buckley should therefore be well-versed in technology.
In 2019, he…
Vanguard refuses to carry bitcoin ETFs.
Previously, they refused to offer internet funds or 130/30 funds.
I believe these were sensible decisions that were in the best interests of Vanguard "owners".
Vanguard does not disclose much information rega…
@fundly. +100. DO NOT LOSE IT. you speak the truth. If you use portfolio visualizer try a 50 / 50 mix of vanguard Wellesley and Wellington which becomes a 50/50 allocation. Its worst year is less than WBALX and the return is much higher. And o…
Hopefully, the end of this bull market will not be reminiscent of the Stock Market Crash of 1929!
Ed Yardeni states that the economy and consumers are doing well.
He believes there are opportunities available in tech, industrials, financials, and e…
Thanks for sharing the article, Mark!
This Supreme Court ruling is disappointing.
Section 3 of the 14th Amendment is, in effect, null and void until Congress enacts corresponding legislation.
Other Reconstruction-era amendments are self-executing -…
After a short hiatus, Bilello is back!
The Week in Charts (03/01/24)
The most important charts and themes in markets, including...
00:00 Intro
00:11 Topics
00:57 All News Is Good News
05:59 Another Strong Earnings Season
08:15 Home Depot: Stock Su…
“'We conclude that States may disqualify persons holding or attempting to hold state office,' the Supreme Court said in its ruling Monday. 'But States have no power under the Constitution to enforce Section 3 with respect to federal offices, especia…
"At the heart of the Trump legal team’s filing was the extraordinary contention that not only was Trump
entitled to absolute presidential immunity, but that the immunity applied regardless of Trump’s intent
in engaging in the conduct described in th…
