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davidrmoran
I myself see a big pullback coming in the next six months but I don’t know that I have ever been correct over 45 years. I will put a lot of money in if a 10% pullback comes. I expect you r being prudent depending on how old you are. The thing is, if you’re young, you might as well stick it out and not try to time. He said.
From Monday, so far as I can tell, not that they hadn't been actively sabotaging prior:
https://www.vox.com/policy-and-politics/2017/9/27/16374158/obamacare-mississippi-hhs-events
This is pretty astonishing, in an astonishing month (not-US Haiti r…
Treasonous, actually:
Paul Waldman WaPo:
... asked ... about its decision to abruptly pull out of all outreach events in the South, [HHS] issued a statement that read in part:
'The American people know a bad deal when they see one and many won’t …
Ted does flick snot sometimes, and, worse, has gotten pretty seriously insulting and personally offensive a few times. But I sense that in general people recognize him for the semi-hinged codger he is, not just nasty but also helpful-industrious. Se…
Doubtless they did.
Not clear you know what gay icon means.
But why are you going out of your way to pick fights now? As you get older the point is to get less like Trump, not more.
oh, was that your point?
how would that work?
And actually, at a lot of hospitals and with a lot of ER nurses I know, the triaging is blind to that sort of thing.
Whatever. I read you as making a different point, other than fame etc.
Everyone heard this, right? (DesMoines Register)
In a conference call with Iowa reporters, Grassley expressed support for the Graham-Cassidy health care reform proposal currently before the Senate, arguing that the GOP has pledged to repeal the law…
You are an honest man to give an honest link with the full explanation: Unless we make this law, no one you will see its benefits. Duh.
The comments alone under the medialite explication show how kneejerk reactionaries still insist on their wrong …
>> Whoever designed that map was smoking something exceptionally strong.
The eastern Mass. data I looked at all seemed pretty reasonable, and the chief factor is what sort of housing the person or family is seeking.
@hank, you are gonna hear…
for sure, and 'mighty' is the right word
but in what way is this
https://howmuch.net/articles/where-the-working-class-can-afford-to-live
leftwing?? I mean, wow.
misuse of your / you're means your highest grade is 65.
Ah, Steadman
This is comical, and only a year-plus old:
https://www.valuewalk.com/2016/06/worst-mutual-fund-ever/?all=1
When I was an English teacher, not that I ever really stopped, I told my students to always think of it like his and yours and ours and hers.
Of course then several of them starting doing it your's and her's and their's ....
Nice. Impressed you did not get into covariance.
About cash, all I was pointing out is that no one invests in cash. Actual investing practice. Some like to quip that cash is what you do not in vest in, by definition. Whatever. Not that everyone an…
What is the correlation b/w stocks and bonds, would you state?
Notice the qualifiers in your cites. 'Unreliably.' Which means what?
'could be expected to show no systematic, linear relationship' ... 'measurement used to convey the strength and dir…
" Asset prices from stocks to real estate have never been this expensive simultaneously."
https://www.nytimes.com/2017/09/14/opinion/trump-federal-reserve-markets.html
What is the (cor)relation b/w affordability and bubbleness? I guess the articles are saying they're the same, pretty much. I would have thought distinct.
@msf,
Yes, a real problem with such terms. If the value of diamonds always fell w/ rising stocks and bonds and land, it too would be correlated. But in journalistic (and financial adviser) idiom, rightly or wrongly, an uncorrelated asset is one tha…
>> if noncorrelated means losing money
When everything (stocks, bonds, REITs, and more) rises in synch in a bull market, then necessarily so.
I find that pretty perplexing.
Just 'diversified' today into DLEUX. (After a big runup, of cour…
Those weren't really the drivers of the bubble, though, were they?
Up-bidding and all that, hot market, too much money chasing too little stock. From my reading of history, recent and otherwise, it takes more than this. One of my kids just bought a …
The Koch point of course, absolutely, but as for your opening assertion, any number of managers, takeover people, LB types, consultants, and so on certainly do NOT believe in or practice
"take out all the cash from a company and raise prices”
as …
Now, that would have been some bet --- forget SPX, gimme $10M if a savvy-managed bond fund beats your group of hedge funds.
(PIMIX beat SPX by 50%!)
Ivascyn is an even bigger bfd than many already know. The last four bullish years (actually a bit…
@Maurice, agree, and it does not ultimately matter in outcome, you are correct, but your 'work with him' really does go the wrong direction, and has the wrong implications in terms of positions.
