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@davidmoran is doing fine.
There are several discussion threads on CAPE and DE_SX dating back to the market collapse in March of 2020. More than one board member became disenchanted with the DoubleLine versions because the « special bond sauce » pr…
Those are good ideas, @JonGaltill. It appears the ETF industry is thinking along the same lines. A quick search brought up WBAT and EVMT, the latter just launched in April. Given the uncertainty of what materials will be most in demand over a ten-ye…
Nice links on that obscure history, @msf. I for those into minutiae and NYC public works history, no source can outdo Robert Caro’s The Power Broker. I hope he finishes his volume 5 on LBJ and the Vietnam years before age catches up with him (not to…
@Edmond has a good point. Insider buying has been touted by various and sundry as a positive indicator, but money flows into equity mutual funds (including index versions) will more reliably predict the direction of the markets. One manager of a big…
I found this article from Investopedia
https://www.investopedia.com/articles/investing/082015/3-biggest-misconceptions-dividend-stocks.asp
useful in thinking about picking funds that pay dividends. My first reaction to the OP led to a suggestion …
If there is a solution to America wasting so many lives to gun violence, it may lie in confronting a more profound question than how to keep firearms out of the hands of dangerous people. The linked article, among others that I have read about the m…
@Crash: good point about WAISX. Take a look at the one-year performance figures for the 26 stocks in the portfolio; not surprising the investors have fled.
Is Wasatch reopening any hidden gems? I don’t know their lineup well.
Thanks to those who chimed in. I’m signed up for SA with my finger on the cancel trigger. I am also fooling around on StockCharts, but that site does not seem to be in my wheelhouse.
@shipwreckedandalone:
Here’s a nice profile on Rajiv Jain from 2020.
https://www.ft.com/content/f07bff08-226a-4e96-ada5-d0271e3ab986
He made his mark running Vontobel’s EM fund until he struck out on his own.
Also check ghqpartners.com for info o…
@Old_Joe: if it’s one thing banks want it’s automatic monthly deposits. I think they often make it a prerequisite for free checking or other benefits. We have BOA for checking because the local bank where we opened the free-for-academics account dec…
Unfortunately, France has exploited its former African colonies long after they achieved independence. The currency these countries use is le franc communautaire financière africaine (FCFA), but it is the French central bank that controls monetary p…
@MikeM: hard for me to tell if today’s weakness in the healthcare (pharma and biotech) stocks I follow was a reversal of some positive signs in the last month or so, or whether everything went out with the bath water today. I have hoped for a recove…
After I posted my query, trading volume did step up. When CAPE (now CAPD) began trading a few years ago, watching the volume was like waiting for grass seed to sprout. Now it trades robustly. On another thread, I commented on anemic volume of shares…
Regardless of what the markets are doing in 2022, my TIAA RMD is based on the value of my portfolio 12/31/21. At present, I am scheduled to take it in December. In 2020 I was taking monthly distributions, 3 or 4 of which had already been paid by the…
KMLM is an intriguing idea, @wxman123. PQTAX has the disadvantage of less flexibility than an ETF. Do you watch its trading volume and bid/ask and look for an entry point? I am familiar with trading low-volume ETFs, sometimes known as roach motels.
Added to GLFOX. My theory on US infrastructure rebuilding as a catalyst for companies involved in materials and construction has proven to be a hypothesis only. The fact of the matter is that PAVE has not even kept pace with IWD.
Stuff really does cost a lot these days. I have needed some Tacoma cedar siding repair on my house for more than a year. Last summer the wood was unavailable anywhere; this year my contractor said I wouldn’t believe what a board foot of the wood cos…
@Derf: M* fund evaluations show in and outflows under the “Parent” tab. The funds in question, except for Micro Cap, had decreases along with hefty NAV declines.
I share @Tarwheel's skepticism. While the documents linked by @The Shadow are mercifully brief, they do contain some jibberish.
1. a subject/verb agreement error ["Artisan's infrastructure and the guidance provided by David Samra allows (sic) us bo…
I use RYH as a benchmark for the healthcare sector. Its performance and the VG fund are tied for 1 yr, but RYH has outperformed 3 and 5 yrs. The sector has disappointed in recent years, especially in biotech, as noted by @sma3.
At some point it will be prudent to buy a former high flyer, such as ARKK. BGAFX, Alex Umansky’s entry in the Baron stable, has declined 48% YTD and considerably more if you consider its 2021 peak to the current trough. Some aggressive growth funds …
I have previously linked this Rekenthaler article in a discussion about why EM returns have been so anemic.
https://www.morningstar.com/articles/1078810/whatever-happened-to-emerging-markets-stock-funds
The problem is not Matthews (for Asia exposur…
I joined @Old_Joe in scraping what I hope is the bottom of the pit ASML and other worthies have fallen into. I’m hoping this selling is indiscriminate and that the sellers are missing something of value.
