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.
Wonderful thread linked by Catch from 2018 and remembrance of Flack. Thank’s @Catch22. Lots of laughs there. And I did remember there was a bit of “tension” between him and @MJG … :)
DODEX was discussed in the following MFO thread.
+1
D&C is a fine house. Low fees for actively managed funds. I was there (no longer am) about 20 years. Always felt like they were a bit more aggressive on their equity investments than some, whi…
"Technical always reminds me of Ruykeyser's elves." :)
And he fired one of them, Gail Dudack, near the peak of the ‘99-2000 NASDAQ bubble because she’d been bearish a long while. Wouldn’t go along with the otherwise bullish “elves” as I recall. A …
Yeah. For sure.
@Crash - You probably recognize this short refrain from a famous musical:
Give 'em the old three ring circus
Stun and stagger 'em
When you're in trouble, go into your dance
Though you are stiffer than a girder
They let ya get awa…
”I'm surprised by the magnitude of DODIX inflows.”
Same here.
It appears today that those bond funds with higher credit ratings did worst. DODIX down -.68% GNMA -.86%. Both loaded with investment grade paper.
“Some say 'government' some say 'clown car' others say 'insane asylum.' I say: 'Time for another scotch.' :)”
Just priced coffee online. Anything good’s selling for $1 - $2 per ounce. Actually, you could buy a half decent bottle of scotch for what…
Pessimism is rampant.
Heck, with headlines like “The lights have all turned red”, “Nobody wants mutual funds now”, “Into the dumpster”, “Fidelity has ‘disappeared’ Dodge and Cox”, and “…Total Return fund will be liquidated” - what would you e…
Well, maybe I need a new set of specs, but I’m seeing DODIX off 11% last year and down another 1% percent this year …
It would be interesting to know where those inflows into DODIX are coming from? From other D&C funds, or is it new money com…
“How is the market hanging in there under the current circumstances?”
“… strings and ceiling wax and other fancy stuff”
But I’m not certain your original premise is fully accurate. A check of Bloomberg shows all 3 major indexes well below th…
@hank: just a $2 wager on the Rangers? Good call! I thought Scherzer would get roughed up, but it did not happen.
Scherzer got jerked in the 2nd or 3rd inning. Recovering from some kind of shoulder injury. Gave it a good try. Turned the game off …
Thanks @Old_Joe and @Devo
Oversimplified but interesting reading. I was surprised it doesn’t mention robo-advisors for the “set-it and forget-it” crowd. Also, the trend towards index funds which is highlighted is older than some of the particip…
+1 Hello.
”Anyway, I have been working on simplifying my portfolio and target date funds are actually looking more and more attractive to me, but it is not easy to leave your trustworthy funds and I guess I am just an average investor as they turn …
Yep - That sounds nasty.
I’d think you could get better streaming through a conventional device - laptop or tablet. They do a better job with weak wifi. Than, if you wanted, you could run a cable from that device to any TV as long as you could obt…
Have they determined that the health benefit outweighs any long-term problems? I remember the hype about amphetamines in the 50s.
The NYT notes some potential problems:
- Malnutrition https://www.nytimes.com/2023/04/21/well/eat/ozempic-side-effect…
Hell, ozempic even made Barron’s this week - not necessarily in a good way:
Ozempic, a GLP-1 receptor agonist, is a weekly injection aimed at reducing people’s appetite for addictive foods, helping them lose weight. It’s been a problem for many st…
Here’s another potential lead to “What happening in health care?”
Title: ”Moderna shaves off $7 billion in value after Pfizer warning”
https://gulfnews.com/business/markets/moderna-shaves-off-7-billion-in-value-after-pfizer-warning-1.98912855
Ab…
A “hotspot” is incorporated into most decent cellphones. Go to “cellular / settings” to enable it. Yes, there are separate “hotspot” devices you can buy. But they won’t give you any better service than a good cellphone. A lot of providers includ…
I’ve never dealt with the sector. On a broader note, the near obsession with weight reducing drug ozempic is having far reaching effects on businesses, including the health care industry. To be sure, the medication is intended for specific medical…
Not to belabor the issue, but my OP was intended only to summarize the FT article as it appeared. Here’s the relevant reference to the film as it appeared in the FT:
”The epic western, which stars Leonardo DiCaprio …. “
(Article by C. Grimes, F…
Apple TV subscriber here at $7 monthly. Looking forward to watching this when it moves to TV. Otherwise, I’d have dropped the subscription. “The Morning Show” (Season 3) isn’t nearly as good as when it first debuted a few years ago despite a ste…
This week’s edition looks like a fascinating read that should interest those who visit this forum. Cover story is positive on Charles Schwab. Inside I found this one: ”How to Play Investors’ Growing Interest in Bonds”. Blackrock is singled out for…
Thanks for sharing. It’s hard to make sense of all the carnage. My mind continues to recall lines from assorted poems long ago remembered.
”But if he could describe it all
He would be an artist.
But if he were an artist there would he deeper wou…
”But if you bought the CD from a brokerage it would be little different from having bought a 5 year Treasury.”
Ginsberg's theorem
1. You can't win. (consequence of first law of thermodynamics)
2. You can't break even. (consequence of second law …
Guys - You’ve almost convinced me to sell everything and move it all into that “guaranteed insured rate of 5+% for the next … 5 years.”
Never invested that way before, having grown up believing a broadly diversified portfolio is the way t…
Funny @Anna
I was listening to an audio biography of Musk just the other night. Whoever played “Scottie” on the old StarTreck TV series had paid Musk / SpaceX a tidy sum to have his cremated remains sent into space. But the rocket blew up over the…
7-10 yr Treasury IEF may have the most kick from 10-yr.
Just looked at IEI which is 7-10 Treasuries. I’ve decided to stay put. The international etf has a bit in EM bonds. I believe there’s some appreciation potential there as well (but don’t repea…
I’ve long held a slug in international bonds thru an etf. Seriously considering shifting that into an etf that’s about 70% U.S. & 30% foreign. ISTM that with the 10 year near 5% U.S. bonds are the better choice now. What am I missing?
@hondo - Was “Tarhell” a Freudian slip?? / I’d guess it’s a silly typo. Thanks for your thoughts on the issue. Our thoughts are pretty much in sync. But Tarwheel has done a nice job laying out the alternate point of view. A comprehensive write…
@Yogibearbull - Thanks for clarifying. Guess I’ll have to sell it than! For years I’ve been under the false impression it was a bond fund. Actually, not knowing what I’m doing sometimes works better than when I know what I’m doing.
Yes, M* show…
