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The following is a comment I made many times before in several forums. PE, PE10, inverted yield curve other experts such as Bogle, Arnott (PAUIX) and GMO can be off by months and years. Regression to the mean can be off by years.
As someone famo…
Thanks for the links in the original post, Bee. I’ve only started to absorb it but I look forward to considering the possibilities. I ask that if you see volume 2 “Hydrogen and fuel cell applications now and future” and/or volume 3 - please let us …
Good info, Thks for posting. A couple of observations - he says this is a list of 199 funds but it contains only 144 funds. EDIT - I see 24 load funds on the list END OF EDIT. Also the article says these funds beat the S&P 500 (by some unqu…
FYI —-“Many people turn to books for help, so we decided to go back and review three of the most popular finance books of the last 15 years: Suze Orman’s “The Nine Steps to Financial Freedom” (Currency, $16.99); Dave Ramsey’s “The Total Money Makeov…
Let’s hope the SEC or CFTC look into this. Martha Stewart went to jail for far less.
“Three days later, Trump lied about getting a call from China to restart the trade talks, and the S&P 500 index shot up nearly 80 points. The potential prof…
Evidently my copyed link didn’t take - here it is:
https://www.record-courier.com/news/20191014/deficit-has-gotten-worse-this-shouldnt-be-surprise
Gary, maybe having the link answers your concerns.
"SS is paid in inflation-adjusted (real) dollars, so the monthly benefit paid at age 70, or age 75 is worth the same as the monthly benefit paid at age 62 or age 65 or age 66. Of course if one needs the cash for living expenses at age 62, then it's…
If that paragraph doesn’t give you a clue as to the worth of this article, this line just might:
Disclaimer: We aren't financial adviser or lawyer ...
Sorry John, I appreciate your efforts, but this one is a loser.
I don’t get this -
- buyers were willing to pay more than face value for these German 30 yr zero coupon. But there were only enough buyers for 40% of the bonds. How could there have been no buyers willing to pay 95% or 90% ? As I say about Greenla…
Thank you msf, a thoughtful analysis.
I am an uninformed bystander in the annuity world. But what I do know (or think) is that an investor should not use annuities for all their retirement investment but they should consider replacing a portion of t…
This says they were selling for $106.25. Seems like it should be more - but what do I know?
https://markets.businessinsider.com/bonds/7_375-the-hertz-bond-2021-us428040cg21
Forsyth wrote this last week in Barron’s:
To Julian Emmanuel, BTIG’s chief strategist, this suggests perhaps the biggest bubble in history. German 10-year bund yields at minus 0.40%, 100-year Austrian bond yields at 1%, 10-year Italian bonds at 1.60…
Thanks for pointing us to this article. I found it on Apple News (free). I like Mr Forsyth’s stuff. I found this last sentence intriguing.
“Another thing to ponder: For the first time in history, gold actually provides a better yield than currenci…
Here’s another:
http://retirementoptimizer.com (There are pdf copies of his book floating around on the internet)
You should be commended for wanting to plan 10 yrs out. I am 2 yrs in and still don’t have a plan. However, I do keep thinking - for 3…
There are books by Bruce Miller and Lowell Miller (coincidence?) on dividend strategies that you might want to check out. I remember a lot of proponents of that strategy on M* yrs ago,
Also, Jane Bryant Quinn wrote a somewhat fluffy book on genera…
They say Wade Pfau has some unique ideas. He blogs here.:
https://retirementresearcher.com/
https://www.amazon.com/How-Much-Spend-Retirement-Investment-Based/dp/1945640022/ref=nodl_
https://www.forbes.com/sites/wadepfau/#3ad39bed2c61
Great thoughts here (as always). If you make poor choices regarding your education, it could cost you dearly over the course of your life. Sometimes those choices are dictated by things outside a person’s control but it does make you wonder - what …
I’d like to see how these dollars break down. Is the Federal feed into states Soc security, military bases, military research, military retirees, NASA? It’s all those and more, but how does it break down?
I think the fact that the senators or ho…
How did they arrive at the 25%? I know if the percentages were say machine up time then you could say all 4 are probably only available 19.2% of the time - but how do we know that the 54% that got #2 right didn’t get the other 3 questions right?
B…
Seems to me he is saying - if the Fed cuts rates 1% his market projections predict stocks will fall 16% and 2 yr treasuries will increase 2%. With that in mind, maybe for every 10% you have in stocks you should be leveraged to 80% in 2 yr treasurie…
Here’s a link to the Princeton site: https://www.princeton.edu/news/2018/10/08/princeton-endowment-earns-142-percent-return
It says they invest in 4000 funds(!!)
Who was it that sang “people in this world got hell to pay”. No doubt a blues man.
While the government workers will get their missed pay, a lot of contractors will not - but also the ripple effect of this shutdown has been huge for the types that…
I listened back then, will have to again. If you’ve never listened to Ritholtz before, he starts this one a little awkward by explaining how shocked he is at leaving New York City.
News to me, thanks Junkster!
BTW (for those not named Junkster): Residential mortgage-backed securities (RMBS)
So you could say : NARMBS. HUM... OR Narmbs. ;-))
Ted!
As they used to say in the ‘90s - all the world’s knowledge is posted on Usenet. But if you missed it, don’t worry, it’ll be posted again next week.
When I check Hussman’s website, I think his philosophy has changed. He used to say he bought stocks long and then puts on the market in case it dropped. But now it looks way more complex ( https://www.hussmanfunds.com/strategic-growth-fund/ ) In…
