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.
Interesting that state voting laws are so diverse. This women in Iowa voted twice. Or maybe tried to vote twice and got a suspended sentence. https://desmoinesregister.com/story/news/crime-and-courts/2017/07/07/iowa-woman-charged-voting-twice-trump-…
Sorry to go off topic here - but I was trying to post an image & failed. How do I post an image that I have made? Do I need to save it to some photo service? Not even sure what that is.
Anyway - thanks Skeet for the info.
If you watch the video, Cooperman looks like he’s sitting on the beach on a tropical island. But at the end Tom asks where he is and Cooperman says he’s in New Jersey in front of a green screen. Not sure I believe it, but kind of funny.
David,
Are you advocating MMT? I don’t think the country should have a balanced budget but if interest rates rise, servicing the debt will take a bigger and bigger slice of the pie. I know you’ll say we are paying ourselves - but that doesn’t inclu…
Well he does say bonds are return free risk & now is the time you should want to get into a hedge fund. He claims he knew in 2008 you did not want to be hedged, you wanted to be balls out (a steam engine reference). I’ll tell ya though, I have …
Here’s the pieces conclusion:
Direct tail-risk hedging using equity put options has proven a successful approach. Tail-risk hedging provides protection against extreme market moves that have occurred historically at a frequency well beyond what is p…
And who would call themselves a “mines engineer”? Wouldn’t the proper title be mining engineer? He scolded me for reading the [“hard right - bible loving”] Republican led Intel report instead of thinking for myself.
*Bump*
Thought provoking - meshes with the report from The Manhattan Institute concerning rare earth metals and renewable energy. A couple of thoughts -
1) I think the TPP was designed to help in this area (ie: a combined response to China’s take …
The liberal bastion /heritage.org /voterfraud/search Has documented all (?) recent cases. Very few, if any, involved national campaigns. Very few involved mail in ballots.
With 140 million votes spread though out 50 states, the number of fraud…
There are a lot of good analysis of this report on Twitter, such as this one.
https://twitter.com/sethabramson/status/1296471654349012992?s=21
Also here: https://threadreaderapp.com/thread/1296471654349012992.html
And. https://twitter.com/natas…
The seed article in Rolling Stone - covid-19-end-of-american-era-wade-davis-1038206/ Is long and wordy. Reminds me of the Adam Tooze article Bee linked here: London Review Adam-tooze/shockwave That I need to revisit.
I always thought America was …
Does this meld with Steven Roach’s ideas that the dollar is set to fall 30%?
https://www.mutualfundobserver.com/discuss/discussion/comment/128590/#Comment_128590
Here’s another version of Roach’s views on the dollar.
https://www.project-syndicate.…
Yes, interesting. I think he’s mistaken however. The government has caused asset inflation to mitigate the aftershocks of popping bubbles in the past. That was true after the housing bust in 2007-2009. Maybe in 2000 the Fed gave the internet bubbl…
Here’s a long piece from Ed Yong at The Atlantic __Sept 2020__ That I don’t think has been posted before.
COVID‑19 debacle has also touched—and implicated—nearly every other facet of American society:
its shortsighted leadership,
its disregard …
Old_Skeet,
I need to disclose that I worked for your power provider for 35 years. I had nothing to do with retail distribution or tree trimming however. There were a few years where I helped coordinate storm response (but only during storms). Whe…
I don’t think the article says you haven’t made money since may, it is parroting that old saying (by Irving Kristol) “if something can’t last forever, it will end”.
I’ve made some money In Hy Munis this year also but how much lower can rates go? P…
Just saw this in my Google alerts https://etftrends.com/tactical-allocation-channel/dollar-weakness-helps-gold-to-all-time-highs/
And found this statement interesting: “ Some might balk at such bold forecasts, however, we believe the various driver…
Could surge 30%!? Seems unrealistic to me. As a counterweight I offer the editorial by Ian Bremmer from Time magazine: The Next Global Depression Is Coming and Optimism Won’t Slow It Down
“This liquidity support (along with optimism about a …
For those that wonder, OGIG is O’Shares Global Internet Giants (great name). And lately it has killed:
https://www.etf.com/etfanalytics/etf-comparison/OGIG-vs-SPY
Interesting. I rely heavily on Barry Ritholtz - https://ritholtz.com/ and Apple news. And some Google notifications. And my friends at MFO, of course. There is way too much info & Intel out there on the inter-tubes. One additional site that …
Here’s another version of Roach’s views on the dollar.
https://www.project-syndicate.org/commentary/european-rescue-fund-weakens-dollar-hegemony-by-stephen-s-roach-2020-07#comments
“ An overvalued US dollar is ripe for a sharp decline, owing to A…
Stole this from The Balance -
“ Emerging Markets List
The Morgan Stanley Capital International Emerging Market Index (MSCI Index) lists 26 countries. They are Argentina, Brazil, Chile, China, Colombia, Czech Republic, Egypt, Greece, Hungary, India,…
Been struggling to get my head CV-19 deaths given onslaught of daily stats reported.
From Our World In Data site for US (ref thru 2017)
Avg daily deaths (all causes): 7,565
Avg yearly deaths: 2,761,225
US Population: 325.1M
So, 0.85% die yearly in …
Hi Donna!
I suggest you buy him some good books also. Seems like so many 21 year old men think they can “discover” half a dozen gems, ride them for a couple of years and retire at age 30. And of course, that’s just not realistic. My suggestion w…
19, 20 years - were has it gone. As for Janus, I tell myself I wasn’t caught up in the 90s tech mania because we didn’t have cable and it wasn’t a topic of discussion at work but in reality I had money in 4 or 5 Janus funds. Worldwide, Special Sit…
The question is - what are the current dogs and is anyone buying them?
Is there a travel & leisure ETF?
How about a casino ETF?
I don’t know that I’ve ever bought something that was totally out of favor. A relative of mine holds the CEF …
I shouldn’t respond — I think it could be messy with both parties suing different states for irregularities but things will be resolved before Jan 20, 2021. If by chance that is not the case the 20th amendment offers some clues.
Section 1
The term…
Fidelity has me in 3 different MM funds: FDZXX which has a 1 yr return Of 1.37%.
FDRXX 1.12%
SPAXX 1.07%
Certainly not a way to make real returns but they are stable.
Here’s A. Gary Shilling advocating bonds.
In an interview just up on YouTube. He also thinks stocks will fall from here (+/- here) into 2021. I don’t see where bond yields can go much lower.
One of the commenters suggests we look at SPX V Gold so I did. It would imply that the SPX peaked in late 2018.
https://stockcharts.com/c-sc/sc?s=$SPX:$GOLD&p=D&yr=3&mn=0&dy=0&i=t8724814200c&r=1594…
The first comment is insightful:
Adam Wright says: 11 January 2016 at 09:52
I would add that quantitative analysis in fund research goes well beyond the specific track record of the fund(s). It should also dive into the underlying portfolio holdin…
From the Atlantic article posted upstream - “ the Congressional Budget Office anticipates that the American economy will generate $8 trillion less in economic activity over the next decade than it projected just a few months ago, and that a full rec…
I suppose this answers my question as to what the pandemic might cost: “ the Congressional Budget Office anticipates that the American economy will generate $8 trillion less in economic activity over the next decade than it projected just a few mont…
Here’s a pdf found on link - slightly less daunting: https://www.lordabbett.com/content/dam/lordabbett/en/documents/marketing-documents-manual-upload/marketview/MarketView_060820.pdf
Innovation as a Core Asset Class
Ultra-Short Credit
Multi-Sector…
We are having the same problems as Hank. We are having a covered porch glassed in. The contractor’s team is a total of 3 dudes - now one is out with Covid and one is out for a hernia and the contractor says he can’t find day laborers to replace the…
I played the “other” game from 2001-2007. Didn’t work well. I’d have to look but I had maybe 10-15% in PIMCO commodity, merger fund, Merk hard currency, DBR Currency. I may have included REITs in that category.