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I will update the following as soon as the quarterly data are available,
https://www.mutualfundobserver.com/discuss/discussion/63690/barron-s-funds-quarterly-2025-q1-april-7-2025#latest
No, the fund reporting prices are closing prices as of 4pm ET.
There are several quote refreshes that start trickling around 6 PM ET and if something wasn't updated by 8 PM ET, it's for the next AM.
I have noticed that some site like Yahoo Finance…
50-dMA and 200-dMA are like large ships that turnaround slowly. So, even if the market action is sideways for the next few weeks, these death-crosses would happen and then cause more selling. R2000/IWM may be leading the way.
The momentum has turne…
https://cnbc.com/2025/04/03/how-did-the-us-arrive-at-its-tariff-figures-.html
From the stable genius..
Lots of posts in social-media are pointing this out - that the figures on what tariffs the other countries charge on the US products aren't suppo…
I couldn't find it from MFO Search, but I found it from a web search. I also bumped the 2019 thread with the updated OP.
https://www.mutualfundobserver.com/discuss/discussion/54743/welcome-to-the-mfo-discussion-board-civility-is-most-important-when-…
Sorry to send more snow into MI.
Heavy rains in Chicago will turn into more snow in Northern MI.
But the system is coming from TX & Gulf, so blame them.
Newsmax/NMAX was a mini-IPO (Reg A+, Tier 2).
It seems that the underwriters mispriced it (on hindsight) and may have left a lot of money at the table (or not*).
There are 89+ million shares and only 7.5 million were offered at $10 IPO price (on…
Key is the new CEO Salim Ramji.
He came from BlackRock/BLK. Vanguard may want to be a low-cost disruptor in private-equity. Larry Fink/BLK wants to bring private-equity to the masses. Looks to be a dream combo.
Not a sure thing. Remember that at o…
This is something that started recently at Yahoo Finance on PC (free). The full list is not displayed initially, but if I continue to scroll, more rows are added in groups. I don't see what's the point of this, but it could be that Yahoo Finance may…
Look, who is getting into private-equity? Vanguard
(LinkedIn links are open - just close the Login/Signup screen)
https://www.linkedin.com/posts/ericbalchunas_interesting-vanguard-held-discussions-with-activity-7311027525424431104-qiHw?utm_source=s…
Transformer production isn't environment-friendly although there are newer green/eco-friendly transformers. So, the transformer production has shifted to countries with less stringent environment protection laws - it wasn't just the typical lower-co…
There are 9 bigger ultra-ST ETFs than ICSH in ETFdb list, 3 from iShares itself. So, iShares may be tinkering to "fix it" or to create some differentiation. BlackRock wants to go for assets. Putting "Duration" in the name may make it look sophistica…
Out of curiosity, I checked the MFO site to see what is the quit or account deletion mechanism?
There is none.
I saw Sign Out & Profile Edit - don't think a blank username would work.
I suppose a poster can send MFO PM/DM/Email to the site ma…
a2Z, you may know the background - the old load-fund family Wellington fired its CEO BOGLE in 1970s who then started Vanguard, convinced Wellington to offer its funds as no-load funds under Vanguard, and Wellington Management would serve as advisor/…
@sven, it's a contrarian indicator. So, very negative sentiment would mean not sell, may be buy. But is this correction over already? I will wait for better opportunities.
@hank, the Survey asks for the outlook for next 6 mo.
I also include the da…
James Anderson (Ballie Gifford) retired from VWIGX / VWILX in 2022. Fund has a concentrated growth strategy that is hard to replicate, so the new team has to prove itself. Now it lags indexed VTIAX / VXUS for 1, 2, 3 years with higher volatility.
V…
How does putting idle cash into Vanguard's heavily promoted new Cash Plus solve this problem when one can just put it in higher paying money-market or 3-month T-Bills?
NOTES from above & Powell's presser
Rates: Fed funds held at 4.25-4.50%, bank reserves rate at 4.40%, discount rate at 4.50%. Treasury QT slowed to -$5 billion/mo (from -$25 billion/mo), MBS QT continued at -$35 billion/mo, probably until the M…
M* data doesn't show ROC for PONAX / PIMIX.
PONAX / PIMIX does set a monthly distribution level at the beginning of the year and it does so conservatively so that there may be an extra yearend distribution (still from income).
ROCs are more common…
After some false starts, my WEP & GPO repeal related payments have been approved & should start soon.
Short story is that I wasn't getting any Social Security. So, I had to apply for spousal benefits to claim WEP/GPO adjustments. SSA websit…
Pimco is well-known for using derivatives and has a lot of experience with them. I worry more about firms who have just started using them because they see others do it. Prospectuses have lot of boiler plate language on derivatives - similar to pres…
Yahoo Finance has an open link with good background information on naming of Michelle Bowman as the Fed's new Vice Chair for Bank Supervision. As Michael Barr stays on as Fed Governor, no Fed vacancy is created by this (he resigned from the VC posit…
Bond market is multiple times bigger than the stock market.
The biggest stock fund is $1+ trillion.
The biggest bond fund is only low triple-digit billions.
PIMIX is still a baby among giant funds. Its AUM (MFOP data) bottomed at $111.1 billion o…
@rforno, all Medicare signups and premium determinations (IRMAA included) are through SSA. Once signed up with Medicare, then you deal with them (or Medicare Advantage insurer) for claims, etc.
So, under the current system, ALL people around 65 or …
Good luck calling the SSA. I had to call them again last week because My Social Security a/c got locked. There was a 2-hr wait, so I chose the callback option, and it came after 3 hrs, 20 min. I was told it was because of customer request, and I tol…
There is a line of thinking that the current small-caps (SCs) are different from those of the past.
Many companies are remaining private for much longer - several are unicorns. Money from private-equity and venture-capital is easy. There are few pu…
For SP500, the break below 200-dMA was UGLY today.
Nasdaq Comp, R2000 and DJ Transports were already below 200-dMA.
Only DJIA remains at 200-dMA - it may follow others this week.
% stocks above 50-dMA remain negative (comparing with Friday).
$N…
@Observant1, thanks for pointing out the Houston location.
It seems that Google and Wiki (and I) only know about West Loop in Chicago.
On this "slow" market day, I wonder where else are West Loop in the US? Chicago, Houston, ??? And what's looping? …
"West Loop" has meaning in Chicago. I looked up the fund literature but didn't find any Chicago connection. Anyone knows history of the fund name?
Chicago Downtown is called Loop because the L-tracks (L is for elevated commuter trains; in very old …
@BaluBalu, I don't know. I was under the impression that the SEC issues an authorization letter for trading that is transmitted to the exchange. I think that such a letter may have been issued in the confusion of transition at SEC and it seems to be…
New questions are already being raised after PRIV started trading on 2/27/25. Its name is being changed effective 3/21/25; basically, as further correspondence between SSGA and SEC explains, "Apollo" is being dropped from the name because while Apol…
