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.
I hope obama can 'slow the rise of the ocean' if he is re-elected...lol. It sounds like the GOP are heavily out number democrats and they are more 'enthused' compared to 2008. But Dems can get people voting again since we don't really need an ID t…
related
http://finance.yahoo.com/news/why-jobless-claims-may-not-161730813.html;_ylt=Ag_unvxw2SFM3QjBqyB1VSeiuYdG;_ylu=X3oDMTQ4NTdmcnFvBG1pdANDTkJDIFRvcCBTdG9yaWVzBHBrZwNiZGU2NjBhMC1iMTcyLTMwOGEtODM4MS02OTQxMDEzZGQ0NTUEcG9zAzEEc2VjA01lZGlhQkxpc3RNa…
related - investors move down ladder to find yields
http://e.ccialerts.com/a/hBQaSR8AMtqiZAMuTGFNsffFfbz/in1111
this is probably where I will be goin - buying BB+ corp or muni BBB- or higher
I have 5 bonds that will be 'called' 10/1/2012, bunch of cash coming in in couple of days. I would probably look at oil/USO or VDE. If Oil gets below 80s-90s, think getting in/dipping in. Otherwise add real estates reits or fund down the line. T…
couple of funds benefit from qe3
http://www.reuters.com/article/2012/09/20/winners-funds-mortgages-idUSL1E8KK04J20120920?type=marketsNews
how do trow price stack up
http://news.morningstar.com/articlenet/article.aspx?id=568085
invest w/ an edge commentary
Global Easing / Global Stimulus
Ron Rowland
Central bank stimulus, easing, accommodation, or whatever you want to call it, is spreading around the globe. Two weeks ago, the European Central Bank announced its intent t…
he maybe right short-medium terms
related article: don't buy index or individual bonds [index or individual bonds underperformed compared to active funds]
http://www.kiplinger.com/columns/value/archive/dont-buy-bond-index-funds-or-individual-bonds.…
several OTs and Non-OTs
balanced fund safe for retirement plannings
http://www.mercurynews.com/columns/ci_21562510/retirement-planner-safe-investment-bet-balanced-no-load
pimco giants commodity fund facing more heat
http://blogs.wsj.com/financial-…
related - stocks likely to come down w'in few wks/months
http://www.boston.com/business/markets/2012/09/16/crummy-economy-why-are-stocks-soaring/df4JpTXVbxMlXqpofMsiuM/story.html
you cannot really pump a balloon with hotair forever, it will eventual…
all signs pointing to gold
http://www.usfunds.com/media/files/pdfs/investor-alert/-2012-ia/2012-09-14/Investor_Alert-09-14-2012.pdf?utm_source=SubscriberMail&utm_medium=email&utm_campaign=IA-09142012&utm_term=Download PDF …
good morning
I am about 70s% in equities and 30s% in cash + bonds
I guess I should say 'keep truckin'
interesting questions posted in WSJ
http://blogs.wsj.com/totalreturn/2012/09/12/vote-which-fund-investing-mistake-have-you-most-often-made/
lower bond returns ahead
http://www.pionline.com/article/20120814/REG/120819960/vanguard-economist-warns-bond-holders-of-lower-returns&newsletter=investments&issue=20120816&utm_source=investment_digest&utm_medium=email&utm_campai…
invest w/ an edge
Editor's Corner
2012 Enters The Final Period
Ron Rowland
There are many common ways to divide the calendar year. Days, weeks, months, quarters, and halves are all discussed with regularity. One fractional division of the calenda…
Reply to @MikeM:
hello sir. I think you are right. I don't know if you watch 'ground hog day'. we'll probably talking about same stuff 3 yrs from now [up then down then up then down.] My predictions dows 13350 end of 2016 - LOL. Then Obama wi…
Reply to @hank:
Hi Hank ...sorry if this is junk reply but saw these news on cnn recently
http://www.cnn.com/2012/08/23/politics/tampa-gop-strip-clubs/index.html
Reply to @Old_Joe: Austin and Cali are like two peas in a pod ... LOL. I think in Texas most major cities [Houston/Dallas/ San Antonio] are more liberal/democratic. But in the counties/sub urban areas people are different. I think Austin econo…
thanks investors
imho - for some reasons, I don't think most Americans 'feel' they are better off than they were back in 2005-2007. Gas and inflation are bad, seems like you have less for your money these days.
Your house is about 60% of what it…
4 mf for safe and value
http://www.investorplace.com/2012/08/4-mutual-funds-for-safety-and-value/
muni news
http://www.forbes.com/sites/jakezamansky/2012/08/22/look-long-and-carefully-before-plunging-into-muni-bonds/
playing it safe
http://articl…
http://seekingalpha.com/article/821591-kick-the-can-game-coming-to-an-end-for-municipalities-and-states
I think we are treading in thin ice.
be very careful my friend, the ice can melt any time now :)
I have not sell any munis yet but 90% are BB…
Hi Diane
sorry to 'bud in'. You may consider having different accounts at different firms [i.e. fidelity, schwab, vanguard], etc... Previous recessions taught me a lesson [although I am very new at this game] to have your eggs in different baskets…
more commodities?
http://www.pionline.com/article/20120806/PRINTSUB/308069978/once-a-diversifier-commodities-now-correlate-highly-with-equities&newsletter=investments&issue=20120809&utm_source=investment_digest&utm_medium=email&u…
target diversity portfolio - first trust
http://www.ftportfolios.com/Retail/dp/dpoverview.aspx?Trust=TRSE12&fundid=8711
retirement plannings options for long run
http://www.mercurynews.com/columns/ci_21230025/retirement-planner-investing-option…
hi MJG
Elliot wave, IMHO - are not right all the time. I think they keep prediciting gloom and doom days. I remember they were writing market would crash in late Sept 2009, but in fact the market was starting to turn around during those times.
per…
hello sir
I think you maybe asking for very strict criteria
I can only think of - dvy
or LSIIX Loomis
or double line fund
but most of these distribute DIV quaterly or bi-annually
I think rono has
ncv - take a look at this hybrid but may have lo…
anyone know these guys?
http://www.pionline.com/article/20120730/REG/120739996/wamco-makes-bid-to-regain-king-of-bonds-crown&newsletter=investments&issue=20120802&utm_source=investment_digest&utm_medium=email&utm_campaign=weekly_…
Dessauer investment outlook...
http://www.johndessauerinvestments.com/uploads/August_2012.pdf
personally I think if you are near retirement or have < 5 yrs to go, maybe best to have 70% bonds/30% stocks portfolio to be more safe than sorry...
related - Gross could be wrong about stocks
http://finance.yahoo.com/blogs/daily-ticker/dear-pimco-bill-gross-maybe-analysis-stocks-140155518.html;_ylt=AihcWGORv2qIbh9LeNfffxCiuYdG;_ylu=X3oDMTQzZWZrbGM4BG1pdANGaW5hbmNlIEZQIEp1bWJvdHJvbiBMaXRlBHBrZwN…