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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.
The three major US equity indices futures are up right now - up about 0.60%. These indices also closed higher today in the aftermarket session, though not as much reflected in the futures. May be the diplet buyers and dippers have decided not to l…
Good observation @bee. Not too many people pay attention and devote time to the complex topic of risk, starting with the basics of defining what risk means to them.
@Derf, Thanks for starting the thread. Great idea.
I am looking to hear about investors’ sell strategies / sell criteria. Seems like buying strategies fit nicely into certain patterns that are replicable and I am hoping selling strategies do as w…
The market closed lower into the Close which is about 5% lower from peak for the SPY. I guess DBs (Diplet buyers) may have decided to hand off the buying responsibility to the Dippers (BTD buyers).
Joking aside, is it possible the relentless DBi…
Thanks, Observant1. Those would be my reasons as well, except 4.
Most of the Buy strategies I read about have an element of Price or are Price based. I would like to hear about Sell strategies that are Price based too. For example, no more than …
The Fed has designated blackout periods and a no buy list. These guys did not violate any of those. I have not looked at their filings to see if the hype in the media was warranted or it was just an outrage in pursuit of click baits. To be clear,…
My definitions for market draw downs - probably correspond to most people’s
0-5% diplet
5-10% dip
10-20% correction
>20% bear market
+/- a couple of decimals.
Very good discussion in this thread.
Over time, I have read about a lot of buying strategies. E.g., DCA, BTD, etc. But I have never read an exit strategy. I think this is a secret sauce people do not share. I hope folks in this forum share thei…
Only when the market falls by 5% and if I think the market is overreacting, I used to start getting interested in adding. If the draw down continues to 6-7% or more, I used to start buying. My last buy the dip was a measly 3% increase in equities …
@Stillers, Are you ruling out a US stock market correction? If not, what would be the reason for the next correction and when? Seems like the long list of things you mentioned are going to be there for years.
There must be some phenomenon market pundits have not been able to explain that is causing an overriding sentiment to keep the market in an upward trajectory and they are describing the symptom (BTD) as the cause. We have not really had any meaning…
@msf, If you drew a conclusion from your research about prospects for equity investors in utilities sector in a potential future inflationary period, please share / restate. Thanks.
Depends on ones time frame. These institutions must not be investing but trading for narrowing of discounts. Mine could be a minority view, but BlackRock is not going to give you a black eye when everybody is watching,
That is very good news. Seems like the federal Treasury provides better customer service than Goldman Sachs Bank. Them sending emails to your external personal email is proper. This email is in your contact information. I am glad everything work…
In investment, increasingly, speed is Alpha and it seems M* has not reevaluated its reaction function in the past 10 yrs I have come to know M*, making M* Analyst commentaries less meaningful for an active (fund) investor.
Follow up to my previous post -
Fixed interest rate on Series EE bonds currently being issued is 0.10%. I would not bother with them, even though they are guaranteed to double in value in 20 yrs because one is locked in for 20 yrs or earn practica…
Back in 2002-03, there was a lot of discussion in the media about impending hyper inflation after we entered Iraq and Afghan wars. From that time through 2020, IBonds (or inflation) disappointed. Federal Reserve repeatedly said for the past year t…
Hi @Catch22, Pl accept my apologies. I corrected my previous post to correctly address it to @Sven. Please see my revision and If it is acceptable to you, please consider deleting your reply (quoting my previous post) and I will delete this post s…
@Sven,
Did you mean to say banks defaulting on [bank] loans?
Was it Giroux’s or your characterization to call Technology equities as providing a barbell approach to defensive equities?
Thanks.
Edit: My original post was inadvertently addressed to …
However curious one might be, the incremental benefit of watching porn repeatedly is only a matter of one’s perspective - it is not everybody’s cup of tea.
Not about this thread but as a new member here, I noticed that this Discussion forum does not offer an ignore or block button to be able to skip over posters who post only to air their personal / political views, sometimes completely ignoring the fa…
I think folks interested in having an opinion re the proposed legislation should read the bill and not draw conclusions based on some reporting in the media, even financial media.
BTW, mutual funds can also avoid/minimize distributing capital gai…
I will try to understand why weighting by proportion of fund's assets makes it almost median market cap square.
Consider that in a cap weighted fund the weighting of each holding is the market cap (well, scaled by the total size of the fund). …
Yes, sometimes managers make comments outside SEC disclosures about their direct economic participation. I was asking folks to share if they are aware of such information.
I read this AM the M* analyst report for this fund. M* gives a Neutral ra…
That makes sense, David.
Since there seems to be keen interest in this fund on this board, do we know what is the max any current manager has invested in the fund? M* says more than a million dollars, which does not impress me as I think that woul…
Thanks @msf. Vanguard website is currently down. I will check their website tomorrow AM. If they wanted to report Weighted Median, I would expect them to use Weighted Median and then define. Using a commonly understood term to mean (no pun inten…
Thanks for checking @Vegomatic. I just assumed both Vanguard and SPglobal are putting out accurate info but was not able to make sense of the reported wide difference.
I googled to see in what grade these days they teach concepts or notions of r…
It is a large cap growth fund with $5B AUM. It can grow 10 fold before I would worry about capacity constraints. It has had net outflows for each of the past 9 years. If it reaches capacity constraints in the next 10 years means the fund becomes …
I think you will have to sell out of (liquidate / withdraw) EEs and buy IBonds. Check if there are any early withdrawal penalties that are onerous. Hopefully not.
Thanks @Observant1. I still can not get over that the median market cap of the current index is $169B (Vanguard port page) while that of the new index is $13B (bottom of page 3 of fact sheet at https://www.spglobal.com/spdji/en/indices/strategy/sp-…
