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Hi rjb112, here are the two links.
http://www.institutionalinvestor.com/blogarticle/3343613/asset-management-equities/the-true-value-of-macro-forecasting-for-value-investors.html#.U4nLEpVOXcs
and
http://www.reddit.com/user/aliceschroeder
not many people thought bond yields would go lower. although they have in the past when fed ended first and 2nd QE. I loaded up on bonds when 10 year briefly touched 3% last year (I think it was end of last year). no one said that value investing…
also from the Alice Q&A she mentions that in 2004 Buffett knew about a housing bubble. We know how long it took for that bubble to burst. You can get a link to that Q&A from latest article by Vitaly Katsnelson if you are interested. I am …
According to updated prospectus, he is no longer an associate portfolio manager for the seafarer fund. http://www.seafarerfunds.com/documents/prospectus.pdf
Hi David, one question I have is as follows: if I invest in SFGIX, would I need to invest in another Emerging Market or frontier market fund? I guess from your note above the answer is no since it is not limited to Asia (i.e. it contains Latin Amer…
Hi Max, Not sure if opening an new mutual fund account is the same as online savings account. But for an online savings account they have to do a background check if memory is correct (gov rule). This could be confirmed if your 2nd check to D&…
Hi Maurice, I hope that Bruce learned a lesson from last year and that he will raise the min initial investment of FAIRX to $25,000 (like the rest of his funds) or even close it. My preference is not to have performance chasers piling into the mut…
Hi all and thanks for the comments.
Catch: my plan is to keep checking doubleline.com for when they will make it available. Hopefully Monday but not sure. This happened to past webcasts that I was not able to watch live.
Investor: I am still confu…
Hi Catch22,
You just need to wait until doubleline.com makes it available. I will let you know. For some reason, they have to wait for webcast to be reviewed (by SEC maybe) before they let the us view it. This makes no sense to me since people ca…
Hi Scott, If you go to google and enter the title of the article (see first link), you can get the article. I guess for now, I am sticking with the fund (5% of my portfolio). I realize that value investors buy things on the cheap and they can sta…
Hi Scott,
I have been buying FAIRX, PVFIX (Pinnacle), USAGX (below NAV 37), TPINX (templeton global bond) and bought BRK.B last week. Barrons recommended miners and BRK.B recently. In this environment, I want to own hedge fund type mutual funds w…
