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.
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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.
IMO, Fed is not going to drop FF rates in a hurry to 4% or below, unless it sees long term inflation expectations dropping to 2% AND r* at 4% or lower. I can make a case for a total of 50 bps or less cuts this year.
I am surprised the article fo…
Thanks, David. I shall check it out but any amount of reading of discussion is not comparable to a MFO profile when available.
May be someone who owns both funds would be kind enough to do a compare and contrast - they would pick up on nuances o…
Continuing from my previous post,
In looking at a go anywhere fund, does it make sense to look at its innards at any particular time?
From a quick review, PRFPX @JD_co mentioned in the BSW thread seems to have done better over the past five year…
"Today's note: "the 21-day correlation between Large Growth and Large Value turned negative for just the fifth time in 33 years. Two previous signals coincided with major rotations into the Value style.""
If two out of five instances produced a spe…
later today, search for Rick Reider guest appearance today on CNBC (reducing equities: technology and growth; and increasing fixed income).
David Giroux and other moderate allocation funds operate within a range of risk taking and I think that is …
Re timing, all those guys that became famous for timing the GFC, did they ever repeat their timing prowess again in equity markets? A number of us in this forum time the market but any timing success I think is purely luck. I have not found timing…
Rick,
Schwab does not have account lock down feature like Fidelity does. (So, upon transfer from TD a couple of months ago, I moved to 2 factor authentication at Schwab.) I would go to your Profile, Security Settings to see if your 2 factor is t…
@Mark, You and I posted simultaneously. I was posting in response to David's curiosity. May be I should quote posts or address to specific person more often than I do to avoid confusion for the readers.
So, Zell payments do not work with Fidelity brokerage account?
If not, I will have to transfer from my Fidelity to my bank to the non-family person. I can set this up to automatically occur every month.
If it works with Fidelity, the benefit of F…
If I want to send someone money monthly, but do not want to write checks, is it possible set up a recurring debit from my Fidelity brokerage account to send the money? I do not have the cash management account some of you have and I do not want to …
Americans seem not to have reached a sense of existential crisis yet. We are addicted to the high of taking things to the brink and surviving. This time is no different. Rinse and repeat and the country will age faster and lose its plasticity.
…
Looking at the 5 yr chart, and if you ignore the current drop from July 16, BLNDX chart held up pretty well. Look at that Covid crash performance. Not sure why it could not navigate the current situation. All good things and such. Apologies to a…
Per a request, this link is added to this thread.
The data shown is an indicative gauge of direction and isn't a monitor of trading in an open and active market. REF: Finviz shows about +5% at midnight for Japan; while the active and open market th…
@hank
I've posted this numerous times. Save the site. It's reliable for a good reference.
FINVIZ futures
Hi Catch,
Do you mind adding FinViz to the OP in your Rotation City thread? Thanks
My outsourced assets are all red, including the one bond fund that had not seen red forever, no one protected me today. I have a couple of greens in my own trading. The equity land was not a complete wash out today, there were a lot of stock in th…
Thanks. I reactivated all three modes of access at Schwab and Fidelity, though I primarily use the website on my computer.
Check order status before placing re-orders to eliminate duplicate orders. I do not know if there is any fool proof system…
I now understand the title of this thread!
BLNDX is down 10% from its July 16 peak. SPY lost about 1.5% less. Did someone mention BLNDX is an All Weather fund? More like up the escalator and down the elevator.
We have too many threads about market conditions. I recognize the one titled "Rotation City . . ." is meant for data sharing and substantive discussions. It would be great if we can limit to one other thread - one thread at a time.
I think the best we could do about the person who believes in any publicity is good publicity is to not give any publicity.
I wish the click bait and attention seeking media recognizes the above; unfortunately, the media depends on those for revenu…
Is Fidelity ATP having trouble too?
At Fidelity, all my resting GTC limit orders were automatically cancelled pre- market. Is this a new thing that you are not allowed these orders in panic markets?
@squawkident,
I think MRFOX was recently added at Fidelity.
It is not a bad idea to create your own GA fund. I created one by transferring a fixed $ amount to a newly created brokerage account at an existing brokerage relationship. I never add m…
@Squawkident,
"I was really interested in MRFOX but the hoops I would have to jump through to buy and sell are too much. Signature guarantees to sell a large amount? No thanks."
I own MRFOX at Schwab. There is no signature guarantee to sell at Sc…
Do you guys remember Todd Combs? He is the CEO of Geico. He was originally hired by Buffett in 2010 to manage some of BRK portfolio investments, with the thought that he would take over BRK investments when Buffett retires. It turned out Todd had…
Some random thoughts -
XLU was up 4.3% for the week which makes no sense if the economy is falling out of bed. At the end of October, 10 yr was at 4.9% and ended at 3.8% on 12/26. During that drastic drop in 10 yr rates, XLU did not rise or behav…
@Dennis Baran,
Did MRFOX say if they are going to provide month end portfolio stats (or at least cash level) or do we have to wait for quarter end stats? Monthly commentary could be a lot to ask for.
PSH YTD TR: -0.4% and currently at 34% discount. Which institutional investor would be able to get this product through their investment committee?
https://www.bloomberg.com/news/articles/2024-08-02/ackman-s-pershing-lost-4-7-in-july-erasing-most-…
Markets are throwing a tantrum. When do the FOMC members’ speaking engagements start?
Austin Goolsby was on Bloomberg at noon. It helped for a while.
Thanks. I did catch him in my Bloomy recording. Rate cuts are coming irrespective of the s…
