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good morning scott
great question...very thoughtful
I am betting on energy, commodities, water, food for long term
I think EM and US equities could have ways to go but it's difficult to tell what will happen
I probably may buy more
DBA &/or MOO …
TCW Mutual Fund Complex Tops $30 Billion in Assets, Tripling in Size Since 2009
http://pr-usa.net/index.php?option=com_content&task=view&id=735199&Itemid=30
http://www.investorplace.com/41290/fidelity-contrafund-mutual-funds-spotlight/
fidelity contrafund spotlight [sorry if this is a repost]
insights from one of world's legendary gold expert
http://goldandsilverblog.com/insights-from-one-of-the-worlds…
bond markets worry, you should be too [#7th hottest search today according to yahoo]
http://money.cnn.com/2011/05/13/markets/thebuzz/index.htm?section=money_mostpopular
5.13 market summary
http://stocks.investopedia.com/stock-analysis/cotd/DIA20110…
I don't know if I am adding more to this discussions...
Fundmentals had an awesome portfolio before make more $$ loose less, but his portfolio HIGHLY CORRELATE the 2030s vanguard ETF [short and long term to 3 yrs]. I've pointed this out to him. I …
hi catch
you've been doing great for the past 20s+ years [as well as the past 3-4 years when you've posted your retunrs], why change your mentality now especially w/ the retirement portfolio? I would have 95s% in bonds/cash/fixed income equities i…
hello Bhopali
Great question, the answer is worth about 14 trillions dollars! To tell you the truth I don't have any crystal balls for future predictions [Maybe Ted or Rono/Scott/RW/BobC/ has it :) ].
Just give you an example, my 'Boss' at wor…
picking munis in a roiled market
http://www.google.com/#q=Picking+Munis+in+a+Roiled+Market&hl=en&prmd=ivnsu&source=univ&tbm=nws&tbo=u&sa=X&ei=4gTGTdupGqbe0QHQ56ixCA&sqi=2&ved=0CCUQqAI&bav=on.2,or.r_gc.r_pw.&am…
but holding cash could make you poorest...
current 1-2 yrs CDs/MMs only yielding 1s-2s%
unless you look at these vehicles
http://www.money-rates.com/rewardschecking.htm
great post
for small investors - The IRS are out to get you, the brokerage firms are out to get you, and the CFAs from edward jones/fidelity/schwabs are also out to get you.
you are loosing lots of money on your held dollars due to inflations, so i…
Hello folks...As my neighbor always say "it's better NOT TO GET RUN OVER by a truck while trying to 'pick' left over pennies/nickles on the highways" in a sense. I think the market could be heading toward a bigger sale the next few months but we'll…
marketwatch
what qe2 end means for your bond portfolio [interest read imho]
http://www.marketwatch.com/story/what-qe2s-end-will-mean-for-your-bond-portfolio-2011-04-27?reflink=MW_news_stmp
em and em bonds could be good holding in your portfolio..you can try eem or vwo if you are intested in ETFs
i also own lsbrx loomis sayles, and jaosx janus overseas
interesting read - Private equity investors find Brazil most attractive of emergin…
what about Canadian Energy STocks
http://www.kiplinger.com/columns/balance/archive/buy-canadian-oil-stocks.html
buy oil...but not now
http://www.kiplinger.com/columns/value/archive/t-rowe-price-new-era-buy-oil-but-not-now.html
I had trp real estates fund in the past, one of my favorite fund but no longer holding it because of over wt in private equities ETFs/stocks
trrex - trow real estates
an interesting article about trow today
http://www.reuters.com/article/2011/04/21…
what about vde - vanguard energy
but if you have few more thousand try pspfx us global resources
both are excellence choices w/ reasonable expenses imho
hello
holmes sounds like roger's cousin or twin brother, he has been bangin' on the same songs for the past 7-8 yrs [oil, gold, energy, china, over-world population, food, wheat, commodities!!!... etc...]
this fund looks like a dead fish, the management team is laughin' their ways to the bank while the investors are paying for nearly marginal returns over the past 5-10 yrs...
good morning..
when we least expected... look at the numbers today
gold may break out
http://finance.yahoo.com/blogs/breakout/gold-record-going-even-higher-john-roque-110641135.html?sec=topStories&pos=7&asset=&ccode=
http://www.uptilt.com/content/6433/MuniMktFocus_0411NF Final.pdf
current municipal market updates
can index fund beat market
http://online.wsj.com/article/SB10001424052748703841904576257022915075508.html
should you insure your muni bonds?
http://w…
sorry ... free registrations
Seventy percent of institutional money managers surveyed by Northern Trust Global Advisors believe inflation will increase over the next six months, and 62% believe market volatility will increase over the same time …
hi lisa
I think I've listed these in the past... I own EVEP [EV energy partner], great company w/ good high yearly yield
I believe ETF is AMJ - JPMorgan Alerian MLP Index ETN
these are highly correlate w/ oil & commodities and very volatile. …
schwab commentary - inflations
http://www.schwab.com/public/schwab/research_strategies/market_insight/todays_market/economy/expert_roundtable_on_inflation_should_you_be_worried.html
* the appeal of go anywhere funds
http://money.usnews.com/money/…
vanguard.com - email
Economic theory versus the real world >>
They often diverge, says the economics editor for The Economist. He explains why—and why it matters.
Having second thoughts about your Roth IRA conversion? >>
What if you …
* Russell - Survey manager bullishness for EM falls by 20% points -
http://theinvestmentauthority.com/russell-2000-stocks/russell-survey-manager-bullishness-for-emerging-markets-falls-20-percentage-points/
* is muni bond crisis over
http://ww…
HI lisa;
I think you may consider couple of funds/etfs to hold all these vehicles [silver/gold/palladium] you've mentioned
we do have pspfx - us global resources, prpfx - permanent portfolio has gold/silver/US-T, as well as gld - gold etf. you ma…
ot
hi investor
what 'firewall' and malicious avoidance programs do you use/recommend in your private home
we use free stuff from avast and malwarebytes but we don't know if this is enough
we may need a more powerful computer because our 3 years old…
* related - many hedge funds still smarting from financial crisis [still under compared to pre-crash levels]
http://dealbook.nytimes.com/2011/04/06/many-hedge-funds-still-smarting-from-the-financial-crisis/
