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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.
I'm not bothered at all by the pitch at the end. Pretty mild. Not a worse ad than so much other. Interesting article. Choice 6, or maybe it's choice 5 modified, is to consider going with the algorithm of CAPE the etn.
No one mentioned 90/10 till you did, right? I was just riffing off the needing-3y-cash thing. Where 10% cash would cover 3y. While you waited sleeplessly for your 90% to at least recover.
5y of cashflow in cash would mean a lot of people would never be equity-invested at all, in anything. Has anyone ever advised 'don't invest in the equity markets except with more than 5y of your living expenses'? Maybe they have and I have missed it…
>> I figure every day has a 50/50 chance of going up, or going down.
?
And then you go on to say that actually this is not how you 'figure'. I mean, none of us does.
In its opening position in that famous movie sentence (not from the novel, quite), it does not function as an adverb in our usual understanding ('I frankly don't give a damn') but something more emphatic and rhetorical. Fortunately, since the novel …
It's all because of the outperformance of PRBLX. (NOT higher ER, btw, really.)
But these kinds of things have been around for decades. A former neighbor / fellow coach of mine was head at Calvert, back when, IIRC. Not a performer, it turned out. At…
It is the way of his tweeted support and his snark, his wording (brief) and what it seems to convey and what is behind it, that seems something other than and beyond expedience. That's all.
Clintons' policy history even in its variety and evolutio…
fare
>> pursuit of raw power
Sure re the 'prez'*. Mooch seems different, having reasons and reasoning. Not saying it makes a real difference ultimately, necessarily, not saying we can use the word thoughtful, but he is not mini-DT no matter …
He had judgment and values once upon a time too:
http://www.thedailybeast.com/new-trump-hire-anthony-scaramucci-deletes-old-tweets-bashing-trump
There's more than this too, turns out.
here in Central Ohio the building boom is going full speed. Builders cannot put up new single-family, apartment, and condo homes fast enough. Even the massive apartment complexes are mostly leased before they open. We are having bidding wars over e…
Oh yeah, not a good call on my part 5y ago, it turned out. Ain't hindsight wonderful?
It did not occur to me likely that the Jameses in Ohio and McGregor at Oakmark would quite flatten, if not slump, as they did. I guess I would stand by my "autom…
@msf
>> if you are looking for a large cap value fund, what do you feel is a better one than DODGX?
Huh? Gosh, the three I moved to long ago from DODGX (before placing everything LCV in DSEEX): PRBLX. YACKX, and TWEIX.
D&C have roared…
I am trying to understand how a fund can be considered outstanding when for the last 10 years it could not keep pace with the S&P, for the last 15 years was ahead of the index by only 0.46%, with volatility higher than the benchmark - for most o…
>> the time to be in PRPFX is when stocks are heading south and the metals are heading north.
If that happens.
https://twitter.com/paulkrugman/status/885926494937128960
some of the responses are good
failed? 'elevated downside capture' etc.
\\\ have come with elevated volatility and downside capture levels. This was evident during the financial crisis of 2007-09, and the fund also lagged in a volatile 2011. But the fund has bounced back: Durin…
>> the nature of owning small caps.
Well, within this universe there are lower-risk funds w/ truly veteran managers, chiefly the two from Gabelli, WEMMX and GABSX.
>> my humor went over your head
>> one entity has virtual control over it.
>> cannot evade responsibility for your actions, so I have a right to criticize.
>> comparing Obama to an ape
>> Lewis and I would not be tr…
Over the last dozen years, I think, one of my kids did an undergraduate econ paper analyzing Apple, then revisited it in grad school, and after that as a blogger --- and each time (so now perhaps up to 4-5 instances), I thought to myself, 'Hmm, inte…
Maurice writes only like your basic reactionary blowhard who gives no real, much less disinterested, thought to anything that provokes him:
yeah but, yeah but, yeah but, what about her emails,
and Griffin, why, she insulted the nation, and worse…
Hmm, I dunno about that, it's just ignorant sexist rudeness. I'm all for that, sometimes, some places, some material, sure. But stupid Don Rickles ads (not even that, actually), what's the point?
Maybe it's partly cuz I've worked in advertising and…
>> our analysis shows that cost of living differences should be taken into account when comparing income differences across states, particularly differences in rents and house prices.
Hope no one paid any money for this conclusion.
Hmm, let…
wow, what a lame stretch, to need to grasp for fractals to "explain" compounding
'you know that everything today is made up of electrons, and therefore ...'
oh, sure
like a lot of macro types the points made often seem a little late, but that is built into that kind of role
this caused me to buy some EM
https://www.bloomberg.com/news/videos/2017-05-19/jurrien-timmer-on-being-bullish-on-emerging-marke…
