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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Devo
TIPS pricing has improved compared to 1-2 months ago. Nothing quite like Ibonds unfortunately.
Maybe I am visualizing but i can see the confidence coming through. Positions are much better held when conviction goes up. Plus the ability to grow positions when opportunity arises.
On the options articles, I had to trim a lot of charts and data to not overwhelm the reader. Even as it is, there is a lot of detail to absorb. If you have a specific fund in mind, message me privately and I can try to get you the required data.
Many investors are plenty happy to not be invested in anything other than US Domestic stocks. They have been right. That's also a kind of Go anywhere allocation in that one is going Nowhere. I struggle to find perfect investment answers to any probl…
It’s a good point to think about. How did we, as investors, go, from : give me the best group of stocks that can help increase my future buying power, to: let me be diversified across asset classes, across factor risks like small and large and devel…
Slippery to me is when dealings are secretive. Everything is in the open here. Information is available for discerning investors to make appropriate choices.
Mr. Xie's article is titled "Nvidia Catapults EM Stock Picker to Top Ranking and Irks Rivals" (3/27/2024) and we received permission to share it with you. The link will open a .pdf in a new tab (at least in most cases).
He's written a series of in…
I dread to get into this discussion because derivatives have been and always be a complicated beast. There is listed, Over the counter, and multiple types of instruments. There is the one thing we can see (because its easy) and the 99 things we can'…
I asked a highly regarded professor of Finance to opine buybacks versus stock based compensation about a year ago. I am quoting him here but not his name. :
Devesh: I came across this article, which is slightly dated:
https://www.pionline.com/arti…
The options market is big, opaque, listed, Over-the-counter (private transactions), complex and because of the option expirations, constantly changing. It's hard to get a sense of just the trees, let alone the forest. Huge doses of humility are call…
Wrapping in an ETF legitimizes it for those on the wall and plays a number. Bitcoin owners have endured a lot of volatility for the returns earned. They've been lucky that its not like the other 99% of the crypto coins. Everyone needs a little luck …
Very well captured by Victor Haghani. Must read on BOXX.
https://elmwealth.com/thinking-outside-the-boxx/?utm_campaign=Blog Sendouts&utm_medium=email&_hsmi=296057847&_hsenc=p2ANqtz--AeL-c4GwpBcZuv-rg6YtEuhfFQNn20odig53zZLKgR…
I too read the article. Two things that come up:
1. The etf vs mutual fund tax dodge must be glaring to the politicians in Washington looking for tax dollars. It’s gone on for too long. The implications if the tax dodge is equalized runs through ev…
It depends on what one is paying for? If I am ok with PRWCX is because I must believe the fund manager has "some edge" which is greater than participating in Passive Vanguard fund. Does every one of the 6700 Mutual funds and ETFs have edge. Most cer…
1. Options are a fantastic product but have a lot of embedded costs - execution, advisory, regulatory, etc. ETF/ETNs have a curtain on some of those costs.
2. In a tail risk scenario to the downside, think 2000-2002, 2007-2009, Bonds MAY be godsend…
The debate is one of simplicity and utility. Bonds receive income from an underlying asset. Options do not. With covered funds, buffered funds, and so many others of the ilk, the idea is always "let me create a better mouse trap". Its important for …
@baseball_fan, I am not a macro economist and therefore not best suited to answer any of these very valid questions you ask. I am sure there are others on the forum with good skills. I try to approach a lot of such questions from the perspective : W…
I know it feels like a moment for everything is awesome for bonds. Can’t help but remind buffets article from June. High fiscal deficits have consequences. There is zero political will in Washington to exercise fiscal virtue.
This stuff does open the debate between those employed vs retired. The employee wages do rise with inflation (maybe not quite as much after tax adjustment), but still in the direction. Whereas retirees are on their own and have to manage the portfol…
