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.
Yeah - Thanks @carew388.
Could also have to do with having enabled AI on Bing recently, Enjoying it, but it seemed to switch my default browser from Google to AI. I run Norton anti-virus and, other than deleting the app, I can’t turn off its VPN.
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So the bereaved @RisklessInSeattle has decided to usurp a thread about his favorite investor, Sam Zell, and turn it instead into into a political free-for-all having nothing to do with Mr. Zell or investing. Just too insane. I cannot begin to re…
Don't always believe what someone writes and don't judge a man unless you have first hand knowledge. Especially after he's gone.
Rest in peace Mr Zell
”I have seen too many comments here disrespecting the departed.There will never be another inv…
I believe CCOR has been mentioned by Lynn Bolin in his articles about conservative funds for declining markets. I followed it but never bought it despite its solid record until 2023. It holds large dividend payers while writing options on equity ind…
Thanks @LewisBraham -
I can’t get too weepy-eyed over Zell either. Although the old goat always made for a fiery interview with his strong (sometimes poorly supported) opinions. Nice links. The issue of mobile home parks / residents’ rights is a …
I like to slip my shoes off mid-flight. Not during take-off or landing when might have to climb out on a wing to escape. (Plus they could become flying projectiles in the event of a sudden stop / crash.) Always wondered if I was being inconsiderat…
This thread would have been significantly censored at Bogleheads. So thank you to our hosts for allowing this discussion. Much appreciated.
As a source of investment wisdom, MFO is top-notch. As politics goes, it’s strictly second-rate. I can …
Was I supposed to sell on the 1st day of May or the last? This investing stuff is so confusing sometimes.
Chill Out Mark - Like Melania ”I really don’t care …”
Part of @BaseballFan ‘s question seems to relate to the prognosis for the U.S. economy. None of us have a crystal ball. The person who might know the most on that would be Chairman Powell. I don’t think he’s really shown his hand yet. At what poin…
Thanks @bee for the clarification. Obviously I mistook your point earlier. Yes, I’ve been “sold” at least twice - most recently to Invesco by Oppenheimer. Neither worked to my advantage.
Thanks to those who’ve posted great experiences with Schwab. I’ve heard the same from others. I guess a lot depends on who you happen to interact with. Despite my earlier good-natured jab, I’d have absolutely no problem dealing with Schwab.
Schwab has always made me feel that people are products to be bought and sold.
Kinda harsh @bee :) But let me add that (as a Fido client) I feel that Abigail cuts a better public image than Charlie does.
I’ve heard a lot of positive things about…
I would have kept our TRP account except they wouldn’t let me invest in PRWCX even though I had been a customer more than 30 years, so I moved those accounts to Fidelity and haven’t looked back.
+1
That firm (TRP) is almost unrecognizable from wha…
Nvda gained more market cap in one hour than total market cap of AMD
Please don't tell me this stock market is anything but insane....and you're supposed to fund your retirement by quote investing end quote in it
Recent market activity, including …
Generative AI (ChatGPT, Bard etc) is benefitting the big techs - MSFT, GOOGL, NVDA, etc. Of course, NVDA (semi-chip designer) jumped today on huge beat on sales and profits due to high demand from AI, and the related stocks TSM (semi-chip manufactur…
Gold “jumped” $3.00 after the announcement - but has been hammered daily for about a week and remains stuck under $2,000. Can’t get out of its own way.
Couple thoughts on the potential credit downgrades …
(1) Fitch is citing “governance” iss…
And on that glorious day, cancer will be cured, world hunger/poverty will be eliminated, humanity will agree to start working for its own betterment instead of profit, and unicorns will prance freely around the National Mall....
That’s called Rainbo…
If the "scholars" on the Hill settle the US Debt issue within the next week, could we see a +10% equities market RALLY instead? Stocks have been holding the line, and volatility is still low. Not many folks out there are forecasting an early sum…
Daniel Ivascyn, Alfred Murata, Sonali Pier, et al. also manage the PIMCO Diversified Income mutual fund.
It’s nice to be discussing something other than money market funds and T-Bills. :)
+1
Unfortunately, Zuck epitomizes the whole creepy “everywhere” internet / technological spying and tracking apparatus. Hell, wait until AI takes charge. We might find ourselves wishing for the return of only half-competent operators like Zuck.
…
I detect a note of hysteria in this thread. :)
Calm down. Everything’s going to be OK. If all else fails the govt. will print more money. (It’ll just be worth a little less.)
We survived ‘07-‘09 in terms of money market funds and FDIC insured b…
Patience sometimes pays off, eh, @hank? I've been tracking Brother Industries out of Japan. BRTHY.
https://www.stockrover.com/research/insight/summary/quotes/BRTHY
Thx @Crash. I rarely sell something that’s down. (But occasionally head for the exit …
Just from general reading, Buffett is high on cash - apparently leery of valuations. That would be in line with @Crash’s comment re BRUFX. As noted previously, Buffett’s been buying in Japan. ISTM the S&P is inflating due to a handful of stoc…
Don’t mean to hijack your thread @Crash, but I suspect there’s at least a remote connection here to the right wing zealot(s) now running Florida. Disney has pulled the plug on a $1 Bil investment in Florida after the governor stripped them of gover…
Anybody care to speculate on what caused BAMBX to fall to earth after several great years? From 2016 through 2021 it was positive every year - delivering (by my estimate) around 5% yearly returns on average. That type performance from a low / mod…
No one size fits all. If we get back to 15% on CDs like under Volker I’ll take a look. Generally, I’d rather invest in things than in cash. That’s just a personal prejudice born of 50+ years watching markets. Now the problem for me with locki…
I owned BAMBIX through most of 2022 (10% weighting). There’s a great thread on it somewhere in the 2021 or 2022 archives. Sold it to move into a more aggressive 40/60 conservative allocation fund after markets fell so much in ‘22. But I keep it in…
@Old_Joe - If you missed it, in the May Commentary David mentioned we need to recruit some younger readers and wanted suggestions. Maybe you’re due for a name change? Something more appealing to those under 80?
:)
Well, I dunno, Martha. Give us a leg shot.
Yeah - I’m sure there are better lookers. I just admire her take on aging. Just because you’re old doesn’t mean you have to act old.
I did not understand the initial question as asking individuals to justify why they own any particular asset themselves or what they advise others to do. I regret having responded, as I don’t have time to wrangle with others over whether they shou…
Well @Derf - “departure” may not be the best word here.
A tribute to @TheShadow who must have incredible sources. I’ve searched the web + Bloomberg and have found nothing yet on this tragic loss of a prominent fund manager - but plenty of glowin…
