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.
Many good points made on security. I did not want to overload my tale with detail, but others may relate to the following. Our USPS deliveries and pickups have become so erratic that I have lost faith. The 12 houses on our street, served by a row of…
@Ben: I think the term « tax advantaged » would have been more precise as it covers all types of retirement savings instruments, including both common forms of the IRA.
@David_Snowball: thanks for the chance to get First Sentier’s take on US infrastructure exposure. I was surprised to find that the fund holds almost exclusively energy and utilities stocks. I have put some money into PAVE, the GlobalX US Infrastruct…
Maybe those here who expressed some skepticism about the need for another GP fund when this one was announced had their heads screwed on right. Is it a sinking fund dressed up as a MF?
As @MikeW says, GQEPX is worth consideration. For its first three years of existence M* classified it as LCG and gave it low marks in its comparison group. Recently, ISTM, Jain has embraced a value discipline, a development M* recognizes in its styl…
Never heard of this fund. Quick look says it lacks both strategy and growth. The proposed reorganization does not appear to address the fund's problems.
@Old_Joe is right. Our chitchat is illegal. We MFOers have so much capital and influence that all we have to do is mention a fund or stock favorably to effect massive buy orders. The obverse must logically follow. If a single member becomes disench…
FWIIW, the Providence Journal was a staple in our household when I was a kid. Utilities buy-outs can work well for the investor if the stars align. A few years back, M* signaled that ICT, the electric transmission company, was a possible target. Sur…
I agree with @sma3 re: how to figure out why a CEF zigs or zags. I thought SOR was an attractive option about the time of the changes noted above, but decided to bail after holding for a year.
For many years I subscribed to the WSJ at a really low price for academics. I reasoned that if I read it and the NYTimes I’d be able to know what the “other side” is thinking. Two things pushed me to cancel the WSJ: the price almost doubled and way …
I think you’re right, @hank. Colbert seems to have to spend a lot of time with celebrities pushing a film or a book, or promoting CBS programs. Jon Stewart is a major owner of the show, I believe. In my view, Colbert has failed to put together a ca…
Call me stodgy, @Charles, but Ms Scanlon's "style" of communicating perplexes me. Other than the irritating reliance on links, redundant pictures of Twitter pages, and the over-use of quotation marks, I found this sentence to be opaque:
'It sort of…
You are right about water funds, @sma3. I own FIW and its industrial tilt has not escaped the market downturn. I have been in and out of KROP (AgTech and Food Innovation), a more indirect play on food price increases. I'm back in now, along with PDB…
@hank: our 2017 Accord has no volume knob for the sound system, however our 2019 Odyssey does. I heard that Honda owners complained about no old-fashioned volume control and the company responded. How about your Accord?
We have a 2017 Accord hybrid, great car. Leaving my Odyssey in garage except for hauling people or stuff.
Tempted to unload some gold and silver coins we inherited in 2012. Tilting towards commodities with a modest position in PDBC and unloading s…
@Old_Joe: any more down market days, and many of the previously staid will get goofy. The new Nissan Z, in yellow no less, has a spot on the cover of Consumers Reports.
Michigan can be complicated, especially for this transplanted New Englander. Despite having an Ann Arbor address, I share a driveway with a guy who flies the Gadsden “Don’t Tread on Me” flag. We have never talked politics and may never, notably beca…
It is frightening news. I read "Midnight in Chernobyl: The Untold Story of the World's Greatest Nuclear Disaster" a couple of years ago. A much worse disaster could be set off by a single missile strike.
The phenomenon of unintended consequences at work in my mind: the graphic @davidmoran posted resembles the depiction of an invasion. Napoleon’s doomed invasion of Russia was depicted on a similar graph by Edward Tufte, showing how many troops reache…
From my perspective, one needs to be a bit geeky or nerdy to get into CEFs. I tried and mostly disappointed myself. One advantage equity CEFs used to have was that they were the only game in town for certain asset classes, particularly sector, singl…
France has relied on nuclear for a long time, with 70% of its electricity produced by its own reactors. France also exports its nuclear technology and reactors. Macron recently announced an expansion of reliance on nuclear a pledge that turn out to …
In May 2020 it was announced that Mr Beini Zhou ex-Matthews was going to run a SCV fund for Artisan. Does it normally take two years to get a fund up and running?
Thanks, @Ben. What you quoted is total gibberish and prods the cynical me to wonder what management is trying to hide. One of the strengths and the weaknesses of the English language is its capacity for stringing together nouns that lose meaning for…
