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.
Thanks OJ. sounds like you’re more up to speed on the sequence of events. I was actually going to add to my earlier comment that if they had indeed lost an engine, than a routine “go around” when landing issues surfaced might have been too risky to…
Hi @Old_Joe. That was a 'word test' to help determine cognitive skills. And you, kind SIR , are at the top of the excellence scale. Have a glass of wine with my blessings. :) Be sure your dear spouse knows that "I said so".
+1
But watch that wine …
Strange isn’t it? Doesn’t sound like the most capable operation in the cockpit and - possibly in the tower as well. I’m thinking something similar to this - where the bird strike issue may have distracted the crew from flying.
Excerpt: ”The …
Smallish nips of NSRGY & FLO. Like the X girlfriend or wife you can’t quite get over. Happy New Years guys. Thanks for keeping this thread running. I don’t mind wading through multiple pages at all to read the latest..
Thanks @yogibearbull. Encouraging to hear. I’ll have to do some additional research before buying if / when. I guess the ETF craze popularity has really thrown a wrench into the workings of smaller OEF providers. (larger ones as well)
@BenWP nailed it. I’ll lead off by saying that the Accord was easier to exit then the XSE. Seemed to have wider front door. But being sportier, I tend to lower the driver’s seat (powered) more in the Camry and lean back a bit with legs stretched…
Thank you to @msf for all the research. Very thorough look at investment grade CLOs.
I can understand the “just because it never happened before …” comments if we hue strictly to @dtconroe’s goal here which seems to be to remain in a cash equivalen…
It is better to understand the basics and contemplate than to eat what product selling financial institutions feed us. (loop back to YBB's post re ratings and securitization). No disrespect specific to VanEck intended (I use their products.)
I …
Human beings need reminding the same thing every few years to protect them from themselves. By now, in the minds of many, GFC is just an acronym devoid of the depth of its true meaning.
All the more reason to understand the difference between CDO…
I would trust AAA rated corporates over AAA rated securitized stuff.
There are lots of assumptions built into AAA rated tranche of structured credits that may have only A or BBB rated underlying portfolios. So, I won't take AAA CLO at face value, …
There weren’t many investment grade CLOs available at retail prior to 2020 when JAAA opened. HSRT came up in a web search. It gained +3.77% in 2020. I would never recommend one as a cash substitute. I confess to having misread the original post a…
@hank You bring up an interesting point. Still I'd rather pay the piper for a Toy build in the USA, than one coming from overseas
Not that simple. Some of us think today’s big square boxes on wheels lack class, sophistication, sex appeal …. or wh…
Stayin' Alive(@Mark’s title is also a link to Springsteen’s version folks)
Having Camry’s audio upgraded today. Will pull up Stayin’ Alive to test the new woofer.
”A 10 year bond with 5% coupon has a duration under seven years.” - Wow. You learn something every day here.
BTW - I inputted “intermediate” at M* and pulled up the first fund it found. So, SNIDX wasn’t meant to be a recommendation and it may not …
I'm aware I would need to keep a focused eye in order to avoid a buzz cut!
For sure. You’d be safer I think laying a wager at DraftKings on something. And wouldn’t need to wait 30 years to find out if you were right or wrong. However, if the curr…
Mine was assembled in Kentucky. But it isn’t that simple because some of the parts were manufactured in Japan or other nations and shipped to U.S. for final assembly. Those parts will be tariffed and raise the vehicle price. Also, Ford & GM as…
If I remember correctly, GOP wanted to privatize National Parks. Then it would indeed be like Disneyland.
Maybe turn Greenland into a privatized National Park?
”If you want to "convert" the rest of us CD sinners, you will do it without restraint on this thread.”
LOL - Good one.
MFO is open to many forms of investing for sure. And different types of investments work together to create whatever perfect ha…
You are absolutely correct that each poster/investor is unique in their own ways. I was directing my thread to other similar posters with "maturing CDs", and I was curious as to what CD investors were choosing to do with that cash. But there are…
@hank- I was under the impression that you were using Musk's Starlink. Have you switched to fiber optic? If so, is that service relatively new around there?
Yup. I was early by 1-2 years in my neighborhood in having high-speed broadband when I put u…
Some depends on what you need. Low-lying lake shore area here. Can’t pick up any of the locals due to nearby hills + forest - even with a substantial tower mounted antenna. I’ll bet most of you folks can receive your locals. Not that the locals a…
I’m thinking of 10 consecutive months down during the ‘07-‘09 days.
There was a time in the past when the Dow mattered a lot more to investors than it does today. Not sure what caused the change. Once upon a time I jiggered my risk exposure inv…
For my measly 10% cash position I ended up splitting it 50/50 between Fido’s SPAXX and JAAA.
Can’t get excited about cash, but understand the appeal to some. I’d have to have a much shorter life expectancy then I currently presume not to take a bi…
”Jennifer Garner’s presence in other CapitalOne spots and her smile give me more than a little holiday warmth.”
Ditto. Could look at that smile all day. An otherwise crappy news cycle this holiday season. We’ve been belted by snow & cold all …
Dec 21st Episode:
First Eagle Global Fund’s Matthew McLennan is finding value in unexpected places and holding gold for stability in an uncertain world.
https://wealthtrack.com/investing-in-a-high-risk-world/
I’d disagree that gold provides “stabili…
"What's your prediction for the fight?"
Clubber Lang: "Pain"
I don’t have a prediction. But Republican commentator David Brooks on PBS today predicts Musk will be gone in 3 months and the parting unpleasant with acrid barbs hurled in both directi…
Well …the current issue (12/23/24) doesn’t have much to offer.
Cover Story ”Shopping Addiction” Really?
Slim pickings inside this week.
- The O’Brien piece on preparing your portfolio for 2025 is downright insulting:
“Rather than plotting…
@hank WEA interesting. Big "cash" position, but looks like a ton of shorts, there. CEF. The predictability of monthly pay-out is a plus, from where I sit.
From its daily behavior I think WEA does carry shorts - probably at the long end. But the fund…
"What's your prediction for the fight?"
Clubber Lang: "Pain"
I don’t have a prediction. But Republican commentator David Brooks on PBS today predicts Musk will be gone in 3 months and the parting unpleasant with acrid barbs hurled in both directio…
Sold AOK (after 1 day) and reduced amount in LVHI. Created an ”Equity & Income” sleeve (18% of portfolio) with equal parts: LVHI, INCM, WEA, GGN. The last one focuses on natural resources and precious metals, but states its primary mission as…
"The expectation is that their inflationary effects will be one-time."
Does he mean 'transitory'? Because that worked out well last time......
Let’s not get “hung-up” on one word. Other Words for Transitory
Thanks for posting this in OT @FD1000. It cuts both ways. FOX of course was successfully sued for asserting that the ‘20 election was rigged when they knew better. We’re a very open-minded bunch over in OT. Enjoy all points of view when presente…
Cambrea’s TRTY did so poorly yesterday I dumped it today. Been struggling for a while. I had viewed it as a low-volatility fund-of-funds (about 40 different holdings). Enough!
Looking over my watchlist, can’t say anything surprised me yesterday…
I absolutely believe drones need to be operated legally. I think that’s what the government assesses is happening. Do we need tougher regulations? I think so, but it’s beyond my expertise. However, homeowners do not own the airspace above thei…
