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.
http://finance.yahoo.com/blogs/daily-ticker/larry-kudlow-bernanke-wrong-inflation-173721194.html
"Kudlow repeats a mea culpa about U.S. monetary policy. “Bernanke was right,” he says. “He put the money in and those of us who expected inflation were…
Reply to @scott: Agree. Perhaps this move is better for CNBC as well. A bit less politics and a bit more on actual economy, markets and businesses would be welcome.
BTW, I actually like Bloomberg more. In particular, I like to watch Bloomberg Europ…
Reply to @Maurice:
One misleading reason is the so-called consistency findings. They say that actively managed funds fail to consistently beat index funds. By this they mean that no fund managers beats index funds EVERY SINGLE YEAR, over say a 10 y…
"Style Premia" is referring to 4 different style strategies that the fund intends to invest: Value, Momentum, Carry, Defensive. The fund can be long or short in any style. Apparently, they are trying to capture what academics refer to "risk premium"…
Reply to @mrc70: I have the feeling that your post was directed towards me although you did not post in reply to my post (it was in reply to opening post by David).
At this time in my investing life (about 20 years to retirement) I would like manag…
Reply to @Old_Joe: You sound reasonably but the facts are not on your side. Most individual investors that try to imitate traders generally underperform a 60/40 balanced fund. Despite all the events that took place in the past 5 years those that hav…
I invest in all 3 funds mentioned. On one hand, I like the funds I have chosen is being recognized. On the other hand, I prefer (selfishly) that they remained under the radar so they do not have to deal with influx of money. Of the 3, GPGOX is now c…
I liked the following two articles a lot. Thanks.
Korea to Turkey Covered Debt: Pimco Shuns due to Liquidity
What’s Good for U.S.-China-Japan Hurts Emerging Markets
I think I would keep your equity/bond allocation but choose bond funds that have short duration (something similar to RPHYX or some floating rate funds) and keep some of your bond monies in cash.
David,
You dropped a few key words of Mr. Kutas.
I've included his quotes here. Please note the highlight:
Thus Adam J. Kutas, manager of the Fidelity Latin America fund, suggests a fund like his should account for no more than 5 percent to 10 pe…
Matthews is the expert fund company in Asia region a china. MACSX has good amount of China exposure. Take also a look at SFGIX which is newer fund which the manager was the manager of several funds (MACSX, MAPIX) while he worked at Matthews.
Let me clarify one point. Orix is NOT buying Rabobank! They are buying Robeco Asset management which is part of Rabobank. Robeco is well known for its BPLEX, one of the few successful funds in its category.
Reply to @Mark: Hi Mark,
We were looking for 5 seater small to mid size "crossover" SUV and were inclined towards base models which these days comes pretty well equipped with automatic transmission, air-conditioning, cruise control, power locks/win…
Just bought 2013 Ford Edge SE Silver for my wife (3.5L V6).
More photos: http://usnews.rankingsandreviews.com/cars-trucks/Ford_Edge/2013/photos-exterior/
Reply to @NumbersGal: JATTX managers, Chad Meade and Brian Schaub, have left Janus and joined Arrowpoint, a hedge fund. Soon after Arrowpoint announced acquisition of Aster which is advisor to Meridian Funds. I think the duo will probably manage Mer…
Reply to @BobC: They are the same points because those same points remain with us and most parties have vested interest in NOT resolving these in the interest of average investor thus nobody is doing anything to resolve those issues.
I am sure Bog…
Reply to @Hrux: We may be ignorant bunch of people here or appear to be so. However, I recommend you soften your tone and choice of words if your purpose to engage in meaningful conversations. Name calling "ignorant" does not establish good communic…
Reply to @davidrmoran: Don't take it personally. You mentioned the low price constraint and that inspired me to state what I think about it. There are stocks like Autozone in the portfolio that does not fit but still can be considered reasonably pri…
Reply to @davidrmoran:
Hey David. If you click on the Reply link on the post you are replying to (all posts except the first post of the thread have one), and type your reply in the new text box that shows up, your replies would be properly aligne…
Reply to @davidrmoran: I was speaking of NTF availability. It is now a global fund by investments as you pointed and has been so for a long time. It's portfolio is all cap with a weighted average falling somewhere in midcaps. Despite the size, since…
Reply to @davidrmoran: FLPSX is one of my favorite funds at Fidelity and gets a significant allocation in my portfolio. I've suggested this fund to several people for people with a Fidelity account. Availability outside of Fidelity is more limited.
Reply to @Old_Joe: Bernanke leaving Fed is almost certain as implied by Obama. Here are the possible candidates and possible issues in the way of their confirmation:
http://www.cnbc.com/id/100825049
