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.
Rick,
In TDS, I assumed D stands for Daddy. As in, Trump fills the Daddy void in real life for some people.
One has to be Godless to pledge unquestionable allegiance to any politician. Weak, broken people. Pray that their souls may be filled …
Tom Bowley's latest video from pre-market on Tuesday -
He is pretty dour on the market and says be prepared for a 10% correction in SPX, down to 5500. I do not recall Tom being this downbeat about the market in the past couple of years.
What …
@WABAC,
I worked in both large public and large private companies. There is a lot of grifting in large public companies. With our conversation, all my unpleasant memories about this came back flooding (I happen to have a short memory for unpleasa…
IIRC from his previous posts, FD immigrated to the US from Brazil, world’s largest producer of coffee. So, you should expect his contribution to the thread.
Are those being sent to Columbia not all their citizens? Why do we need an agreement with Columbia to send their people back to them?
I am just trying to learn about this mess.
Thanks. I will have to find the YouTube video you suggested to answer the following:
Who is SK?
Who built and licensed the UAE plant? Where did UAE get their operations personnel?
Is the knowledge of builders of nuclear aircraft carriers no…
@Mark, Interesting, they call it outlook. May be “quarterly review” is a better title. QQQ is my largest holding and I do not think about it most days - same with SPY. In any case, what is the food?
It shows my portfolio bigger than I expected. I may just stop updating the portfolio with any changes and save some time, until there is an all clear from sufficient number of you.
Did M* portfolio update issue fixed? I could not tell and wanted to check with you guys.
Edit: Looks like the daily change can be wrong on some tickers as it is picking up the difference from end of Thursday.
I guess Gloomberg thought showing percentage declines would not catch readers' attention!
I generally do not read their articles or watch them except occasionally Bloomberg Technology and ETF IQ and regularly Real Yield. Even then I have to appl…
Let us not be cheerleaders.
Good day to make sense of various tickers in one’s watch list / portfolio. We are also in earnings season and so make sure to account for earnings release related news before jumping to conclusions.
Also don't forget that when a fund manager publicly offers a prediction, they've probably already made their move to prepare, so people acting on their words in the media may not be as 'timely' positioned as they think.
Thanks for the PSA. Good r…
Will DeepSeek be the pin to the bubble?
Stay tuned.
YBB,
Necessity is the mother of invention. US companies have lost their minds with unlimited access to capital and Nvidia chips. So, they did not have to be disciplined. A $500B joke!
Corpo…
Thanks, @stillers. Sounds prudent.
I don't plan on adjusting my PRWCX holding, if you were wondering, BaluBalu....in fact I made my annual 10K contribution to it late last month.
Not just PRWCX but equity allocation overall from 2024 peak equity …
I thought David Giroux is the gold standard and now that it is revealed he has a SPY target of 5,300 for end of 2025, we move on to someone else who will vouch for what we want.
Too many posters in this forum have become propagandists / activists…
Thank you @WABAC for sharing. 75 to 42% is huge. Good for you.
My equity allocation has not changed by my own deliberate actions but managers have reduced equities or increased allocation to cash. E.g., PRWCX is down to 55% equity (per David Gi…
Look at who are predicting 6500 - 4 of 5 largest market participating banks. That is 6.5% from here. Probably easier to make that much with reasonably comfortable bond funds.
David Giroux’s 5300 is a 14% drop from here. So many members of this…
One more good thread at MFO gets trashed.
Bond fund managers are able to keep FD away but the posters in this forum are sitting ducks. Just deal with his relentless abuse.
I would like a forum feature to ignore a thread so I do not visit it onc…
YBB, I think the OP wants them at Fido and VG. I no longer buy any bonds at Schwab. I just own bunch of USFR - I get that 15 bps is nothing to sneeze about and one does not have to worry about cap gain distributions from USFR. Your breakevens ca…
@hank, I have not been visiting this thread [NOT] even to scan because posters refused to accept the scope of the thread laid out in my initial posts. I did mention I turned off notifications for this thread. Sorry if self governance has not been…
When you are required to have an agent place a trade, I ask the agent if he would waive the fees and they usually do.
FRNs reset weekly with every 13 wk Treasury bill auction.
What are you trying to accomplish by wanting to increase Duration usi…
not different from what David Giroux said.
Irreverence is in vogue. It speaks volumes about comprehension skills.
blame it on David Snowball.
P.S.: Prof Damodaran discloses his stock investments and trades.
VG reps are worse than government customer service and I do not talk to them if I do not have an existing problem I need to solve. I made many suggestions to them to improve their service and when I figured out who they are, I moved my accounts (it…
ET is a good investment, with its CEO buying it shares hand over fist. My not buying this was one of my mental lapses, aided by the mental friction of K-1s. Currently, all my mid-stream is through PDX, a CEF - already ran up and not my recommendat…
