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BaluBalu
Professional Experience:
Corporate Finance (Corporate Venture Fund investments, International and Treasury finance, Public Debt issuances, M&A, Joint Ventures, Planning, Business Divestures, SEC filings);
Policy and Legislative & Regulatory Affairs - Washington DC;
Capital Markets - London and NYC;
Commercial Bank Lending;
Field Biology.
Do they already have Private Credit offering, even as an allocation in an existing credit fund? How about equity Investments in start ups like what Fidelity does with some of Fidelity funds?
Thanks, that is useful. I had sold JAAA and other short Duration credit two turns ago and have not followed it since then. For any one reading, the OP is not to suggest that one should sell JAAA now.
If you keep up with your quoting style, especially after I had requested you not to crop my sentences in quoting, I may have to stop posting in this forum altogether. I get that you like to use others for amusement / entertainment.
You are also …
@msf,
In my first post in this thread, I had originally included that on many days Fidelity website does not update marks in time and I end up using my Schwab account to look up Fidelity funds' marks. I edited that part out to avoid coming across…
Thanks, YBB.
What Browser do you use to access Yahoo Finance on your desktop?
On Chrome, it performed as you described.
Edit: On Brave, my default browser, I had to bring the Shield down for the site to work the same way it did on Chrome.
Is …
I need help with Yahoo Finance (no premium subscription) on my desktop.
I use Yahoo Finance App on my ipad and it works beautifully. But the watch list portfolio displays only about 30 holdings on my desktop Yahoo Finance when the portfolio has …
Though I did not lose money today, looking at some of the negative marks in my portfolio and marks in other parts of the market, I would say today was a risk off day, notwithstanding the strong close for the three major indices. I am sure the begin…
Please share if you are aware of any active momentum funds (ETFs or mutual funds) that do not follow a pre-set schedule for rebalancing / reconstitution?
All the momentum funds I know follow a pre-set schedule and I had wanted the ones which do n…
Agree.
Third world countries have a better experiential knowledge of stagflation. US had only two (non-consecutive) years in the 70s of stagflation. So, media talking about it more now is more out of fascination (not sure that is the right word b…
Of all the potential events, the one with the highest probability is a slowing economy (by design). I have to take the administration’s word on it. I have to give runaway inflation a lower probability. Pull forward of FF rate cuts are a higher p…
@BaluBalu, I am very interested in the matter.
I was only asking not to spend time and energy on it for my sake. I understand and know there would be genuine interest in the matter.
WTF.
There was no political commentary in any of the posts before FD labeled the thread as “political” and turned you guys into pretzels. You guys know he is F…ing with you guys, like every time he posts about the stock market? Right? He does …
@msf,
I was (am) not interested in the Muni bond tax exempt matter. I want to read what you called “Menu of Options” which I presume is the same as what @fred495 called House Budget Committee document. May I get a link to it please? (I normally g…
YYB,
A quick update on a different but somewhat related matter.
Since this will be a short thread, I hope you are OK my posting here about interest holiday on credit card charges to keep earning interest elsewhere on the deferred payment.
The cr…
@WABAC,
If my memory is right, I thought TRP ETFs are semi-transparent. Do you by any chance know if TCAL is fully transparent?
TCAL volume today is 14K. I did not check its launch AUM.
Edit: The newer TRP ETFs are transparent, while the olde…
What caused them to change the mandate? I would not have thought there would be meaningful impact for Ultra Short. Are they trying to compete with MM ETFs?
Is the small bump up in stock prices the only reason for a good bump up in Bull- Bear Spread vs last week? I do not see any improvement in any of the concerns, except getting closer to April 2.
Investors themselves are responsible for the bump up …
"[M]edian home for sale in the US ($124k) is 57% higher than the current median household income ($79k)."
As a first time home buyer, I was told that I should expect to pay three times my annual income.
I will need some money in SGOV at Schwab taxable to buy things in after hours and not incur margin interest.
I will need some money in SGOV at Schwab IRA to buy things in after hours.
I do not expect to have meaningful cash in Fidelity taxable.
Just an FYI - Tesla Europe sales were down 10 of the last 12 months.
Fundamental investors have never invested in Tesla for as long as Musk has been its CEO. Telling fundamentals to its stock investors has been a futile exercise.
Edit: https://…
Hi Rick,
The same issue is not present on the USFR buy order. SGOV is fine.
I do not have anymore USFR at Fidelity. The same issue is not present at Schwab where I had some leftover USFR shares. SGOV has been my preferred MM equivalent ETF ever…
Thanks for the information.
Does anyone know why Fidelity now only allows one to cancel USFR sell orders but does not allow one to replace the order?
I wanted to go from a limit order to a market order, I had to cancel the existing limit order an…
@Edmond,
At which brokerage company did you open a new position in PRWCX?
Trying to understand the context of opening a position in PRWCX (not the best fund to express a bullish reversal) upon sensing a tradable bottom, what is your target effect…
Thanks Guys. Good info.
@sma3,
If Fidelity also has an internal Advisory Service, it would be good to know what type of sweep funds they have access to for their clients.
@msf,
I request that you quote my entire post which is a single thought and let readers decide if my assessment that “I would trust USPS over TRP for service reliability” is off base / not useful . Please do not edit my posts you quote or present…
I was recently notified by USPS Informed Delivery that a letter from TRP will be delivered. When I did not receive the said letter, I contacted TRP which said in writing that no letter or document was sent from TRP and that USPS must be making up n…
If anyone has the total US equity Cap, which would include privately held companies, please post. I saw a $14T for private companies.
The $93T in OP is different from the info here -
https://siblisresearch.com/data/us-stock-market-value/
Not t…
Thanks, Rick.
I hope for the country’s sake the Dem leadership are working on their Project 2027 and 2029. The knock on them is they are perceived as secretive and not having similar firm policy pronouncements ahead of the elections is not going …
Hi Rick,
IMO, people's assessment of cause and effect are backwards in this case.
Trump agenda (succeed or fail) points to a weaker dollar. I expect USD to be lower three years from now. For a society addicted to catchy phrases (so they do no…
Rick,
You are close to the subject matter expert we have here and so help us understand.
How would having a separate CBDC (Central Bank Digital Currency) help in getting away from USD?
Both EURO and USD are already mostly 0s and 1s. China said…
. . . FOTUS is practically begging the Fed to lower interest rates in the hopes that would 'offset' any increased costs incurred by his tariff follies.
Hi Rick,
Begging was / is conveyed through Scott Bessent during Powell's weekly meetings and t…
Once a product is out in the market place for sometime, I normally do not read the prospectus to learn about the product. To me, no point looking past the evidence. I just keep staring at the evidence until it sinks in. Disclosure: I have not owned…
YBB, It was smart for him to give up the Supervision role. When you know you will not be allowed to be effective, then no point to wait to prove that thesis. Better to conserve energy and focus where one can be effective.
It is not like if there…
