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Thanks @Charles. Nice charts.
After today PRWCX is off about 3.5% YTD. Truly insignificant following consecutive years of +18%. and +24%. The fact some $$ has flowed dribbled out does not surprise. I’d have expected more.
”Fund flows are kind of funny”
I’ll say. I’m having trouble finding a common thread. It does look like bond funds have generated more interest over the past year - perhaps partially owing to the very high stock valuations and folks locking in ga…
Thanks @Mark for the perspective. I always fly first-class (unless international). That’s 50% or more expensive than lesser seats and service. But I love flying. Hard to put a price on soaring above the clouds. The more comfortable the better.
I…
Thanks for the thoughtful write up @FD1000.
I’ll stick with Apple. Very happy with their infrastructure and durability of their products. Sometimes I save by buying used or refurbished. A 3 or 4 year old iphone is fine for my needs at perhaps h…
I tried a couple at Fidelity’s website: CEDIX PRIVX. Nothing surfaced. Apparently Fidelity hasn’t yet caught on to this latest new way to lose money?
Thanks for the article. Very interesting.
11 of the greatest investors of all time
I’ve scoured several lists. They all vary. But Buffett is always on them. I like that John Templeton is listed. But I would also have included Michael Price.
Cathie Wood? LOL - How great do you have to b…
My reference to “longer better” was only when the house is burning down (2008).
According to Yahoo Finance T.Rowe Price’s long term treasury fund PRULX gained 23.26% in 2008 while the overall category gained 27.67%.
Show me an intermediate term bo…
If things get bad enough the very highest quality bonds will shine - and the longer the duration the better. That was the case in ‘07-‘09 when the house nearly burned down (financially speaking). But they did little good in ‘22. Interestingly, DODB…
Thanks Yogi. A quick web search seems to consistently turn up Buffett as the originator. Buffett also has about an 8 year advantage in longevity (ange 94) over the more youthful (age 86) Turner.
I’ll go with Buffett until somebody proves me wr…
So supposedly the buy window is gone? Hmmm.
LOL
Don’t know. I think it was just coincidence Barron’s sent the surveys out in late March / early April right when the markets crumbled. It’s a survey they conduct every spring and fall 6 months apar…
So, buy the expected dip. Except the market doesn't like to comply with our expectations for future performance.
”The latest poll was mailed out in late March, with supplementary tariff-related questions added in early April.”
Unfortunately, these…
Monumental …..
From Politico - ”Warren Buffett shocked an arena full of his shareholders Saturday by announcing that he wants to retire at the end of the year … ‘I think the time has arrived where Greg (Abel) should become the Chief Executive of…
Nothing but Apple here for 25 years. Never a serious problem. One hack into my DejaOffice App years ago. I learned from that to conceal passwords and not store them so conspicuously they could be stolen.
Years ago before I understood how to “cle…
Dead, anyway. It would have required the Orange signature to become actually real. Not gonna happen.
Yes - but it would have been a “shot across the bow” - a warning that they and their constituents are getting fed up with the circus act. Pretty har…
This thread has veered off track.
I'd suggest that those who wish to discuss/debate T/A use the following thread.
https://www.mutualfundobserver.com/discuss/discussion/63742/timely-t-a-for-stock-investors#latest
+1 Thanks @Observant1. Great idea.…
As usual, who is angry...again?
Does Buffett or Bogle use T/A or recommend it?
On this site, Charles Lynn Bolin has posted excellent analysis of what funds to own; does he use T/A?
On November 13, 2009 Buffet sat for an hour long interview with Ch…
Story continues …. This morning I tried to access my Elan Visa credit card account online just to confirm that they’d received a recent payment from me. I was blocked from account access with a message to call them. In the call they said they’d d…
Executive Branch plans include a secret room designated exclusively for Pete Hegseth.
After imbibing with great gusto, good ole Pete will have a safe space to sleep it off.
Does this special room for Pete have ”Signal Group Chat” installed in it?
”comments aside -- despite my errors, the question I posed above moving OEFs to ETFs remains. Note Tweedy, First Eagle, Oakmark (others) doing the same .”
I’d enjoy a good thread / discussion comparing the benefits of OEFs / CEFs. I think it’s a…
I pay “forecasters” little heed. Worth looking at for whatever logic they bring to bear. Can be educational. A few, I suspect, may have ulterior motives - trying to move markets in one direction or another so they can buy lower or sell higher fo…
Thanks @Charles. Yes. Same company. Very much look forward to fully digesting the write-up by David you linked.
And thank you for the linked profile page. Very impressive.
I uncovered RiverNorth about a week ago after searching several weeks for a CEF under the “market neutral” and “long-short” categories with no success. (Already owned Calamos’ CPZ). When I searched “tactical allocation” up popped RiverNorth’s clos…
CAT has had a nice pop since @masterd posted. Up this morning in the eye of the storm.
Edit: Just a late morning update / CAT has gone slightly negative for the day following a report in the WSJ:
Quoting the WSJ directly: ”Caterpillar [CAT …
From Bloomberg this morning:
”The US economy contracted at the start of the year for the first time since 2022 on a monumental pre-tariffs import surge and more moderate consumer spending, a first snapshot of the ripple effects from President Donal…
“Are you also rearranging the chairs? Or just standing pat.”
“Frozen” might be the proper term. :)
With another home infrastructure project in the early stages I’ve stashed about 30% of the expected outlays in cash (equivalent to tossing a few…
I think the biggest mistake I'm making today is being in the market.
Right there with ya @Mark. Does feel a bit like standing on the deck of the Titanic.
