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davfor
Thanks. She is well now and back to her daily volunteering.....
Time will tell. But.......
"The "selling stampede" that contributed to the worst January for the Dow and S&P 500 since 2009 may have ended with the start of a two-day rally last week, Raymond James strategist Jeffrey Saut said Monday."
See: …
As a way of marking our entry into a "world stock bear market", I shifted a whopping 0.5% of my portfolio from bonds/cash to stocks. Mostly, I am just mentally noting to myself that it is time to start thinking about such things.....
Hi @vkt , Fleshing out some knowledge based explanations for the quote I posted above was my goal. So, your comments are appreciated.....
By the way, I strongly suspect most people who participate in this board approach media articles with a fair…
Thanks @Ted. This quote from ETHSX 's Samuel Isaly caught my eye: "...he’s optimistic about gene editing and new technologies, and about large, profitable biotech companies. “Their valuation measures are roughly the same as the S&P 500,” he s…
My simple minded notion is that your risk tolerance is too low to have 60% invested in the stock market. A 50% drop in the "stock market" would result in a 30% drop in a 60/40 portfolio (assuming no change in the 40% invested in bonds). My crystal…
FWIW...
The Bitcoin and Disintermediation is number three on this list. A recent article in The Economist suggests the blockchain, the technology behind the bitcoin, could transform how the economy works. Relatedly, Nasdaq recently announced the …
@Crash The Bureau of Labor Statistics "CPI Inflation Calculator" says $1.11 today has the same buying power as 19 cents had back in 1971. So, if that is what you are wondering about, gas still has a ways further to drop before its that cheap to fi…
You might take a look at VWIAX ( VWINX ). Its one of the best conservative allocation funds with about 60 to 65% in investment grade bonds and 35 to 40% in dividend producing stocks. It will provide you with some potential for growth going forward…
@PRESSmUP That sentence suggests to me the bull market may well be in its twilight years. If so, its probably not a good time to be aggressive. On the other hand, the domestic economy seems to be fairly healthy. Maybe its something like 1998 a…
I invested a third of my IRA in the Schwab intelligent portfolio at about a 60/40 mix. I invested in June of this year. I input the portfolio into M*. As of today the Schwab portfolio YTD is down -2.85%. Not sure when the data you show is from, like…
Here is a little more info on this topic released today by the Bank of England:
"Bank of England chief economist Andy Haldane, speaking at the Trades Union Congress in London, said 80 million U.S. and 15 million U.K. jobs are in danger of being tak…
Here in the USA, the economic principals (major corporations, the authorities) are mostly concerned with asset-stripping the US. Extracting equity (financial engineering) cost-reducing (offshoring jobs, moving to a contracted workforce, import…
Thanks to @Ted for the post and @Old_Skeet for the comment. I have been considering an investment in SVCAX for 3 or so years. Hearing the interview makes me more comfortable with the manager (but I am not ready to commit to this particular fund). …
@davfor, Thanks for the UBS clip. ...
2016 could wind up to be a challenging year for EM if USD continues to strength.
You're welcome. It seems too soon to declare the worst has past for EM's. Perhaps events in 2016 will clarify that. But, I …
Thanks to all the posters. After reviewing them and the 3rd quarter commentary, I decided to reduce my allocation to RPHYX. I now have $2 in ZEOIX for each $1 in RPHYX. However, as I had expected RSIVX to be higher risk and more volatile, I am in…
@PRESSmUP You're welcome.
China is an interesting case. They appear to be "getting serious" about solar. But, the most recent data I have seen tells me 2/3's of China's energy still comes from coal. And, solar just represents a blip on their …
@Ted Glad to see you are feeling better!
The last paragraph of this article states there is no ideal replacement for a traditional 60 - 40 portfolio. That's the rub for this retail investor as I look at a low interest rate world and an equity m…
I just ran across an article that indicates Akili (a California based startup) is preparing to seek FDA approval for Evo. If approved, Evo could become the first prescription-strength video game. The article discusses the regulatory hurdles noted …
@bee It will be helpful if quality of life issues cause some of the major emerging economies to hasten their transitions to less carbon intensive forms of energy generation. But, I am concerned that too much transitioning will need to occur for it…
@claimui thanks for this post. I had suspected the volatility might be due to holding thinly traded but "money good" bonds. This info reminds me of a comment Junkster made that basically predicted this outcome. I will think some more about curre…
@Dex I don't recall reading about any studies that project the extinction of our species if humans do not act to reduce the level of global warming. So, I am not aware there is thought to be a "point of no return". My answer to DanHardy's questio…
@DanHardy said: ".....where is the point of no return? Do we have 5, 50 or 500 years to work on the issue? If it is 50 or 100 years, can the world reasonably make changes to stop global warming?". DanHardy also said "...can the world reasonably ma…
@Dex This is a global problem and will require a global solution. My goal with this post is simply to highlight some of the current thinking on the topic and to learn. Your article about agricultural production was instructive. Jeremy Grantham h…
@Dex said: One aspect in the global warming discussion I've always seen missing is perspective. What is significant? What does it look like? Is it realistically doable?
A technical response from Golledge as to what is significant is "We find that…
@LewisBraham I must have pushed the Post Comment button 1/2 second after you did. I had not read your post when mine was made. My intent was not to minimize the potential scope of the problem. Rather, it was to suggest the author was not being a…
@Dex The primary researcher states their research indicates "Without significant reduction in greenhouse gas emissions over the next couple of decades, we will commit the Antarctic ice sheet to ongoing and widespread melting for the next few thousa…
My daily world view is substantially shaped by reading the online versions of the New York Times, the Washington Post, and Reuters. What they print generally resonates with me. But, having spent most of my adult life living in rural areas in the P…
@JohnChisum You are welcome. M* pigeon holes ALNNX as a multialternative fund. The article highlighted MASNX which M* also categorizes as a multialternative fund. I have owned MASNX since shortly after it became available in 2011. The only thi…
Thanks for starting this post. GDP is definitely a one dimensional statistic -- useful but limited.
OECD -- one of the sources of the data used in the post @MJG referenced above -- is paying considerable attention to factors not captured by GDP. …
@expatsp said: "You guys are a tough audience. According to M*, RSIVX is a whopping 1.6% behind its benchmark over the last year. Any fund with a 6% yield is going to have some volatility. I remember in David's original write up that the manager's…
That is interesting. It sounds like the more centrist politicians tend to be the same ones who are more willing to broker compromise deals that permit them to funnel some pork to the major special interest business groups that financially supported…
