Semi-relatedly, AMZN just bought a nuclear-powered data center in PA to power some of its AWS farm...
https://electrek.co/2024/03/05/amazon-just-bought-a-100-nuclear-powered-data-center/
... and GOOG is saying its data center water consumption is proprietary data, asking government to inform them about any public information requests.
https://www.postandcourier.com/business/charleston-google-data-center-public-records-oregon-portland/article_c5f00fd8-d6f9-11ee-b3c1-f3f5e0012225.html
The latter is not surprising, but goes to show how far big companies will go to conceal its activities from the general public while also exploiting the same resources available to the general public.

Now Fido comes clean with the SAME Infosys/INFY - McCamish problem.
In 2 recent breaches, MOVEit data transfer and Infosys - McCamish (IMS), TIAA was out in the front and took lot of flak, but hundreds/thousands of institutions were affected, and I have accounts with some of those, but their handling and secretiveness hasn't been admirable or confidence inspiring.
Cybercrimes are rising. In Chicago area, the communication network (IT, emails, online) of a major Children's Hospital (Lurie) has been down for weeks due to a ransomware attack.
These issues need serious actions through legislation and law enforcement.
https://www.theregister.com/2024/03/05/fidelity_financial_info_stolen/
https://news.wttw.com/2024/03/05/month-after-cyberattack-chicago-childrens-hospital-says-some-systems-are-back-online

After a short hiatus, Bilello is back!
The Week in Charts (03/01/24)
The most important charts and themes in markets, including...
00:00 Intro
00:11 Topics
00:57 All News Is Good News
05:59 Another Strong Earnings Season
08:15 Home Depot: Stock Surges on Earnings Decline?
09:28 Higher Home Prices, Lower Affordability
14:18 Higher Incomes Driving Continued Expansion
15:49 Bond Bear Market Continues
18:26 Fed Cuts Pushed Back to June
22:59 More Affordable Rents
Video
Blog

"...I’ve already moved a substantial portion of my bond/income allocation to ultrashort bond funds, CDs and money market's. I’m just surprised that intermediate bond funds continue to bleed money. I’ve still a fair amount of money in intermediate funds because I figured they would rebound sooner or later, but later has turned out be longer than I expected. Now that some of my CDs are starting to mature, I’m having to decide whether to continue with short-term investments or start inching back into intermediate bonds."

It will all depend on when the Fed cuts rates, ie if interest rates trend higher as the economy holds up
Who knows? A good rule of thumb is to try to match the yield to the duration. Currently anything out past 5 years could be a problem.
Long term bonds are risky and will probably pay off only if there is a recession.

@Tarwheel: My bond funds are all at the short-end, but not ultra-short. TUHYX = 3.48 years, and PRCPX = 3.08 years. Both junk. Together, I am at least breaking even with them now. The larger one is TUHYX, and I bought at the WORST time. I have been riding it up and out of the low-point of its funk. Without trying to do it, I bought PRCPX at the very BEST time to do it. The point is that my dividends (still reinvested) are all "gravy," now. No use switching horses in midstream. Unless a recession does finally arrive. Then I'll move to MM or I.G. bonds.
"...REBOUND SOONER RATHER THAN LATER, but later has turned out to be longer than I expected."
I know the feeling. And I know it's "apples and oranges," but I have to constantly remind myself why I still hold BHB, my regional bank. As far as I know, the institution is completely solid. But investors want lower interest rates before Financials will go anywhere. (Yet today, my single stocks bucked the trend downward, with the exception of PSTL. Strange.)

https://www.sec.gov/Archives/edgar/data/1540305/000089418924001568/defianceevxx-liquidationst.htm
497 1 defianceevxx-liquidationst.htm 497
Filed Pursuant to Rule 497(e)
File Nos. 333-179562; 811-22668
Defiance Pure Electric Vehicle ETF (EVXX)
March 5, 2024
Supplement to the Summary Prospectus, Prospectus, and Statement of Additional Information (“SAI”), each dated June 7, 2023
The Board of Trustees of ETF Series Solutions, upon a recommendation from Defiance ETFs, LLC, the investment adviser to the Defiance Pure Electric Vehicle ETF (the “Fund”), has determined to close and liquidate the Fund immediately after the close of business on March 28, 2024 (the “Liquidation Date”). Shares of the Fund are listed on the NYSE Arca, Inc.
Effective on or about March 8, 2024, the Fund will begin liquidating its portfolio assets. This will cause the Fund to increase its cash holdings and deviate from the investment objective and strategies stated in the Fund’s prospectus.
The Fund will no longer accept orders for new creation units after the close of business on the business day prior to the Liquidation Date, and trading in shares of the Fund will be halted prior to market open on the Liquidation Date. Prior to the Liquidation Date, shareholders may only be able to sell their shares to certain broker-dealers, and there is no assurance that there will be a market for the Fund’s shares during that time period. Customary brokerage charges may apply to such transactions.
On or about the Liquidation Date, the Fund will liquidate its assets and distribute cash pro rata to all remaining shareholders. These distributions are taxable events. Distributions made to shareholders should generally be treated as received in exchange for shares and will therefore generally give rise to a capital gain or loss depending on a shareholder’s tax basis. Shareholders should contact their tax advisor to discuss the income tax consequences of the liquidation. As calculated on the Liquidation Date, the Fund’s net asset value will reflect the costs of closing the Fund, if any. Once the distributions are complete, the Fund will terminate. Proceeds of the liquidation will be sent to shareholders promptly after the Liquidation Date.
For additional information, please call 1-833-333-9383.
Please retain this Supplement with your Summary Prospectus, Prospectus, and SAI for future reference.
It didn't have enough charge....

It will all depend on when the Fed cuts rates, ie if interest rates trend higher as the economy holds up
Who knows? A good rule of thumb is to try to match the yield to the duration. Currently anything out past 5 years could be a problem.
Long term bonds are risky and will probably pay off only if there is a recession.

My understanding regarding Primecap is that Vanguard will not allow you to open a new account, even at Vanguard, even by transferring shares. "The Fund is closed to new accounts for investors not enrolled in Vanguard Flagship Services® or Vanguard Personal Advisor Services®."
VPMCX prospectus
Does Vanguard prohibit transfer of shares into existing accounts outside of Vanguard?

I am not impressed by iShares allocation series AOK, AOM, AOR, AOA. These are generic mixes, so there isn't any magic in their mixing sauce.
I haven't looked at active CGBL in detail. Its ER is 33 bps, inception 09/2023. Of the 5 managers, 2 (Berro, Lee) are common with 12 managers of the giant ABALX.
But on my watchlist is Franklin INCM, an active ETF at 38 bps, 06/2023- , by the managers of the giant FKIQX.
https://www.franklintempleton.com/investments/options/exchange-traded-funds/products/36262/SINGLCLASS/franklin-income-focus-etf/INCM
There aren't many balanced ETFs around, so active INCM and CGBL are good finds. Being new shouldn't matter if they are cousins of existing mutual funds.

I will have cash available after selling out of my Schwab intelligent portfolio account. I'd like to put at least most of it to work as soon as the transaction takes place. My thought was to put the money into an existing fund I already hold, CGBL, Capital Group Core Balanced ETF. It's a pretty new fund run by a very experienced management team and I've been very happy so far with this fund. Thanks to @Mark for bringing it to my attention a while back.
I thought I'd ask the question though, are there other ETF balanced funds out there in the 50-70% equity holding category that are worth comparing CGBL too?
A couple funds that popped out on an initial filter search:
OCIO ClearShares OCIO ETF
AOR iShares Core Growth Allocation ETF
RISN Inspire Tactical Balanced ETF
LEUTHOLD CORE ETF, LCR is also an option I'm considering for some of the $. I've held that one before.

In 2022, the broader bond index lost 12% with the rising interest rate. It is likely that many investors are still in the negative territory even after a 5.7% gain in 2023. In hindsight, moving to cash ( cash equivalent) before March 2022 would be good but that would considered market timing. For now there are viable bonds suggested by @yogibb above since the yield curve is still heavily inverted.

@msf: Thanks. I see I'll need to read further in 590a, as I am consolidating.

Well, there are m-mkt funds and ultra-ST bond funds - USFR (substitute for T-Bill rolls at 15 bps), ICSH, JPST, etc). Those are paying around 5% with little risk.

Yes, I see that Schwab and TRP have some sort of affiliation. Dunno how old the arrangement is.

The T. Rowe deal went into effect "on or about Feb. 1" [2022]. ... [The annual fee paid by TRP, anticipated to be around $10M] far surpasses the fees that other firms pay to be part of Schwab's OneSource. ... A T. Rowe Price spokeswoman says ... "Our I Class is now available at no-transaction-fee for RIAs who custody with Schwab. This share class is not currently available commission-free at any other custodian."

RIABiz, April 22, 2022
More generally, Schwab has created a second, cheaper platform (12-19 basis point fee vs. 40 basis points for OneSource) called INTF that 18 families including TRP participate in.
https://advisorservices.schwab.com/institutional-no-transaction-fee
The actual fee that TRP paid in 2022 (partial year) to Schwab was $5.9M. This was in addition to the usual platform fees paid to Schwab for shelf space. What TRP gets from Schwab is promotion of "actively managed T. Rowe Price mutual funds and ETFs to Schwab's clients and the clients of Registered Investment Advisors that custody assets at Schwab, and ... additional mutual fund and ETF marketing support". Schwab acknowledges the arrangement creates a conflict of interest (it benefits from pushing TRP funds).
https://www.schwab.com/legal/financial-and-other-relationships#panel--text-44781

The fees and restrictions are different for each platform, but are expensive.

Unless a fund family is so popular that a brokerage finds value in offering the funds without charging a platform fee. Vanguard, D&C, Fidelity.

Caution: You may be limited to doing such a within-60-days rollover only once every 365 days. It depends on what form of IRA is moving to what form of IRA.
See pub 590a, p. 22. (Pub 590a for tax year 2022.)
A direct fund-to-fund transfer of proceeds from sale of shares is better.

The rule is actually pretty simple now. With the exception of Roth conversions, the one rollover a year limit is for all IRAs combined, regardless of form. Roth conversions are unlimited.

You can make only one rollover from an IRA to another (or the same) IRA in any 1-year period regardless of the number of IRAs you own. The limit will apply by aggregating all of an individual's IRAs, including SEP and SIMPLE IRAs as well as traditional and Roth IRAs, effectively treating them as one IRA for purposes of the limit. However, trustee-to-trustee transfers between IRAs aren’t limited and rollovers from traditional IRAs to Roth IRAs (conversions) aren’t limited

Pub 590a, p. 24

In taxable accounts at least, without rebalancing your gains in successful positions can become so high that it is psychologically almost impossible to sell.
With a fund or ETF you have some automatic rebalancing (unless you own Barons Partners 50% TSLA) but with single stocks it becomes a problem.
I have owned Berkshire for decades and only sold it once. It is sorta another exception because it is so diversified. If I hadn’t “rebalanced” CSCO near the peak I would not be very happy.

Why hate anything...
The SP500 index is doing fine, since 11-01-23 it made "only" 23% while Apple made just 2.8% (https://schrts.co/iCfbrtyC)

Caution: You may be limited to doing such a within-60-days rollover only once every 365 days. It depends on what form of IRA is moving to what form of IRA.
See pub 590a, p. 22. (Pub 590a for tax year 2022.)
A direct fund-to-fund transfer of proceeds from sale of shares is better.

Schwab already holds my T-IRA. Still in TRP funds, moved over from TRP.
I have learned that Bruce refuses the simple, streamlined sort of transfer. The Bruce stuff is wife's T-IRA and we'll be moving it into a different T-IRA, under the Schwab umbrella. That will be all the movement for 2024.
Schwab is supposed to transfer over the $$$ in the TRP brokerage account too, but I don't see yet that it's been transferred. But that's a different kettle of fish, anyhow.

Caution: You may be limited to doing such a within-60-days rollover only once every 365 days. It depends on what form of IRA is moving to what form of IRA.
See pub 590a, p. 22. (Pub 590a for tax year 2022.)
A direct fund-to-fund transfer of proceeds from sale of shares is better.

@Crash,
I moved 75% of my BRUFX holdings (Bruce converted shares to cash) then Fidelity executed a “trustee to trustee transfer” to Fidelity back in 2021.
This was a HSA account at Bruce and I decided to move the majority of my HSA to Fidelity’s new HSA platform.
I would explore a “Trustee to Trustee transfer” with both Bruce and the investment firm you are transferring to.
Going to cash first at Bruce Fund is just a how transfers are done at Bruce since they are not listed on other platforms.
I left a 25% allocation at Bruce knowing full well that if I moved 100% of my position the fund would have quadrupled the day after I transferred all shares.
This fund’s long term results are stellar, but the short term - mid term performance test your patience.
I support Bruce Fund’s spirited independence from the big boys, but I see the value Fidelity’s platform.

Well, Fido recently changed ETF FMIL to FFLC. I don't know if the MFO March 2024 issue can be edited, or some related note added.
https://finance.yahoo.com/news/fidelity-creates-etf-equity-suite-225749704.html
Fido https://digital.fidelity.com/prgw/digital/research/quote/dashboard/summary?symbol=FFLC
M* https://www.morningstar.com/etfs/bats/fflc/quote
Edit/Add. When @lynnbolin2021 ran MFO Premium, FMIL was recognized, but I just checked, MFO Premium doesn't recognize FMIL anymore, but recognizes FFLC instead.

Hate Mag 7?
Try GRANOLAS instead!
https://www.marketwatch.com/story/granolas-vs-the-magnificent-seven-which-should-you-dig-into-now-79d2aaf5?mod=search_headline