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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.
To some of the earlier posts, you might miss out on some good people in life if you prejudge them based on which party or candidate they vote for. I personally know some disgusting people from both parties. (Apologies if this implies I am judging …
Until today, I had not read this thread after the first two posts.
When I discovered my mother does not receive the higher spousal benefit, I took my parents to my local SS office (when they retired, they moved States to live with me) and apply fo…
Powell said several times the labor market is strong and then he said once that the labor market is less tight today than it was in 2019 before the pandemic.
Really? Was the comparison to 2019 accurate?
The rise in breakevens since the previou…
@BaluBalu: here is the link to the M* pages devoted to the Composite Index, symbol
MSDIMWMT. You’ll find all the relevant data and a chart therein.
https://indexes.morningstar.com/indexes/details/morningstar-wide-moat-composite-FSUSA09PF6?currenc…
@BenWP,
Do you mind sharing the ticker for the composite index or share a long term comparative chart showing both the Composite and Focus?
BTW, I would rate my investing skill as average at best with a lot of room for improvement. Almost all my n…
From Ed Yardeni today:
"We're sticking with our investment recommendation to Stay Home rather than to Go Global. In other words, overweight the US in global stock portfolios.
For now, we're also sticking with our subjective probabilities for the f…
So, I went to BB and saw the following discussion from today:
Poster Win1177 posted,
"I was surprised by the outcome and vote. I thought Harris had momentum and enough women who were “pissed off”/ incensed by Trump that they would vote against him…
Democratic party can start their work / campaign for the next election today. If I were them, I would pardon right away all the non-violent Jan 6ers (no point ascribing intent), given that in a couple of months all cases against Trump will be dropp…
We had to buy a new stove and a new bed frame recently. I'm glad we did that before the tariffs hit.
That is a good idea. I should start making a list of things I might need to buy in the next year and may be accelerate the purchases.
@BenWP and @BaluBalu, follow this link and click on the Comp tab. It looks like Van Eck has at least five other moaty funds.
I know. At some point, I went through all the indices and investment strategies offered by M* and was surprised that they …
@BaluBalu: MOAT’s largest allocation is now to healthcare (22%), not a hot sector these days. Mid-caps XMMO, XMHQ and VLIFX all had good days, in contrast. I have wished that Van Eck or another fund company would offer an ETF based on the M* Wide Mo…
Let me offer this to you guys and take it for what it is worth -
When I accept all the bad things some of you ascribe to the other side (and repeated in the media daily) as a given, I can not help but think "Seems to me it should have been a cake w…
And 72,389,776 people… The popular vote was a landslide.
A 3% differential is usually not referred to as a landslide. But hey, whatever narrative works for you.
Kamala 67,878,826 votes
Trump 72,560,841 votes
I get 6.9%. Yes, it works for me.
…
Hyperbole is reserved for sales people (and for outrage machine like news / opinion media) and may not be suitable for polite company. However, let those that are giddy feel it and hope they are never on the receiving end of the wrath.
Hope nobody’s shorting this stock today…..
None in this forum. It would be interesting to see how the stock trades going forward, given so many took their gains in the last four days.
Hanging on to a few Trump trades did not feel great the last…
Having worked in the DC machine, I can say that DC bureaucracy was nauseating even 20 years ago. Add to that politicians and power brokers, I do not know how DC will change in the next 4 years but status quo is not going to allow the country functi…
Market breadth today is not consistent with price action of some of the indices’ would indicate. MOAT which currently occupies the mid cap value box sucked today with 0.8% gain.
More people and industries will move to Red States. If you are into real estate investing, that would be my location bet.
I am expecting Bay Area real estate where I live to underperform some of the Red States.
I am more interested in predicting …
Unlike in the first Term, now he has identified Trump loyalists he can appoint to run various govt agencies and he will and thus he can drive his agenda with less friction (replace with your word of choice). It will be a much more radically differe…
BA down today. Management should have waited a few more days for the election to be over before agreeing to the new contract. I think BA union members are smarter than BA management, which is reflected in the stock price. I am not motivated to ad…
Many Thanks @catch. Everything was as expected, except real estate sector. Last go around XLE did not do that well but I did suspect the euphoria could lift those stocks today. But why no love for RE? Just the blowout in rates? I think Investo…
You can find red in international stocks. If you are underweight on some of these that have nothing to do with the US, they may be potential buys. I have a few of these. Then I have FNMA which is up 33%.
A good investor is like a Dr who is capab…
Odds in the betting markets: Polymarket, Kalshi, & Predictit. All three show 90+% for Trump as of 8:30 PM PST. They were near tied as of 4:30 PM PST.
They are showing 99% as of 11:10 PM PST.
Hope nobody’s shorting this stock today…..
None in this forum. It would be interesting to see how the stock trades going forward, given so many took their gains in the last four days.
Hanging on to a few Trump trades did not feel great the last …
@WABAC, I am yet to use my MFO premium account. I need to set aside time to learn and use it, rather than going with the old habit of using M* premium.
Thanks for the info. FSIXX is better than FDLXX by >20 bps.
I am currently using FZDXX in my Fidelity IRA. Seems like I can pick up 4-5 basis points
by buying FIGXX at Merrill and transferring to Fidelity. Can I do better?
@BaluBalu, FWIW, I really like the Capital Group ETFs, particularly CGDV for LCV. Not sure what 'quality factor' means so I can't say it "overweighs" it.
Thanks Mike. I have near full position in CGDV, with a bit of room but not enough. (Incident…
@WABAC,
It is OK if Quality is in the name or not. Most Quality funds I know are blend or growth. The few Value funds I know that have Quality in their name do not score well in M* factor profile for Quality. I am assuming you have access to M* …
Why does Schwab give me this notice just now and is not accepting my ETF buy order,
"This order cannot be accepted because the Extended Hours Trading session is closed."
Edit: I was able to place the extended hours trade when i tried the fourth t…
CPAI is systematic, a diversifier, and defensive. Its aim is capital appreciation. It uses multiple machine models and AI to select the stocks while adjusting to different factors to seek outperformance to the market. It is new to the portfolio. (BT…
T. Rowe Price Capital Appreciation Premium Income ETF
[Investment Objective(s)
The fund seeks to provide regular distributions while aiming for capital preservation with potential for capital appreciation.
Principal Investment Strategies
The fun…
https://www.newsweek.com/nick-fuentes-slams-donald-trump-supporters-it-cult-1979186
He is saying all of Trump followers / supporters are the cult.
https://www.allsides.com/news-source/newsweek
The real enablers of Trump are Mitch (the tap danc…
