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.
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Charles
Thank you sma3! We are spending this summer in northwest again. I have no quiet place I can be before noon eastern (9 am here). Library opens at 9am! I've set up a session for Friday, 2 pm eastern ... posted on board. But, if that does not work, just call me at 805 468 9599 ... if I can pick up I will. Hopefully, can pick a day where you can attended from noon on. Very happy to do! c
Yes, I agree. Thank you, Hank.
"A growing land war in Europe and a growing U.S. role providing weaponry; a tightening Federal Reserve; A near total Covid lockdown in China (easing at present); Supply chain shortages; Near dysfunctional politics; Gr…
“There will be no recession this year, some summer increase in consumer activity on the back of reopening, China increasing monetary and fiscal measures.”
That's beautiful.
Since all this is about predicting the future, at some level, we can find …
My translation: Money managers want to (and should) focus on executing their strategy, not fund performance.
So, these performance numbers that we (I) call attention to, especially short-term ones, are: "Not important ..."
Sometimes I think money …
After brief March respite, markets continued to sell off in April, especially tech and bonds.
Other than pure energy bet or market short, alternative funds may be only bright spot. AQR boasts nine with double-digit returns YTD.
The Decline Continu…
Yesterday, all ratings have been updated on MFO Premium site through April 2022, including MultiSearch, Great Owls, Fund Alarm (Three Alarm and Honor Roll), Averages, Dashboard of Profiled Funds, Dashboard of Launch Alerts, Portfolios, Quick Search,…
Vank appears very happy with the fit: has known Carl long time and "we are philosophically the same." Zeo's fund strategies remain, just different brand name. Marcus and he remain PMs and Paige still is client services' contact. Sounds like it becom…
Ha. What am I missing?
Why not put 100% into a 1-mo CD and then roll it over into another 1-mo CD? Does that not up to like 9% if done for next 12 months vs 1-yr CD at 1.6%?
Assuming 1-mo rate continues of course.
@catch.
Most bond funds hover around $10.00, launch price.
So, 10 cents typically close to 1%. That's a big move.
"UP1CENT" is usually a happy day for bond fund owners.
On a $100K investment, means up $100.
Up 10 cents is huge ... $1K!
On othe…
Yes indeed.
I seem to remember every time I seem to remember that every time Geithner gave a press conference, markets dropped.
Hoping Brainard does not establish same pattern!
All ratings have been updated on MFO Premium site through March 2022, including MultiSearch, Great Owls, Fund Alarm (Three Alarm and Honor Roll), Averages, Dashboard of Profiled Funds, Dashboard of Launch Alerts, Portfolios, Quick Search, Fund Famil…
Thank you @sma3. (BTW. I've always liked that name!) Yes, similar to @wxman123, I did not know there were fixed term ETFs. Very cool.
Individual bonds, on other hand, I'm somewhat familiar with. I do suspect that if investors could hold IG bond cer…
A part of me struggling to understand the handwringing for buy-and-hold investors.
If you have a say 50/50 allocation between stocks and bonds, why would you not just rebalance? Take-advantage of the cheapness?
I get it with trend-following or tra…
