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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.
never know what is going at your end, but no Fb hooks or buried cookies in the link
https://www.bostonglobe.com/2023/10/30/opinion/budget-deficit-federal-debt-mark-blyth-brown-university/
open yet another browser and use its private / incognito s…
as we approach default for real, it seems, here is a deficit reminder, a half-year later:
https://www.bostonglobe.com/2023/10/30/opinion/budget-deficit-federal-debt-mark-blyth-brown-university/
yes, sir, sold, made maybe 5k
trying to hit singles as I get older, have puhlenty of losses prior from not doing that, many of which I still hold
trading qqq and vong seems easy (he said), sometimes, when news and conditions and data are good a…
krug today:
The latest explanation for bad vibes about a good economy by normal criteria is that it’s about the level of prices, not the rate of change. So how much have U.S. prices risen compared with other countries? Answer: almost identical. Cle…
The prices people actually pay
https://messaging-custom-newsletters.nytimes.com/dynamic/render?campaign_id=116&emc=edit_pk_20231017&first_send=0&instance_id=105431&nl=paul-krugman&paid_regi=1&product…
@racqueteer
To be clearer, and to support my statement, FPACX has done better 3y, 1y, and ytd.
Cumulative. I do not look at, care about, or judge by single years.
That's all. Don't own any of them currently, but wish I had for the last decade. …
@racqueteer
I don't see why it would be logical since you don't mention it.
Ah, maybe you meant
>> Those who know me know ...
Romick's cash thing has been discussed here for decades, iirc, and I myself care only about returns as a functi…
Agree, BaluBalu. Those who know me know that I've spent a lot of time looking at the Allocation-type funds over the years, and while traditional bonds have done them no favors with rates rising; we're already talking about reductions next year - ma…
Here's a good look:
https://pbs.twimg.com/media/F8Pas2lWcAAX_5q?format=jpg
The density plot of a cross section of price changes looks really good. Very close to pre-pandemic levels.
This change isn't being driven by outliers or where categorizatio…
@fundly et alia
I wonder if you notice this kind of event (just a random googling):
From February to March, adjusted for seasonal swings, eggs had the most dramatic decrease, with a 10.9% decline. Egg prices soared in previous months primarily du…
I just checked with my wife about me possibly being "sophisticated”. She looked at me funny and broke into uncontrollable laughter. I wonder what that meant?
a fine image
>> ... cash should not be thought of as an equity substitute.
>>…
>> ... cash should not be thought of as an equity substitute.
>> Investing is a game where success usually follows those who think using probabilities, rather than certainty.
Who thinks like this?
>> Over a five-year period, the…
Yeah. Per stockcharts or Fidelity, FXAIX, VOO, and IVV trade lead places irregularly over 10-5-3-1-0.5y, also the last few months. SPY is always last, slightly.
and
Not everyone is happy about the good news on inflation
https://messaging-custom-newsletters.nytimes.com/dynamic/render?campaign_id=116&emc=edit_pk_20230919&first_send=0&instance_id=103135&nl=paul-krugman&am…
Definitely-a $100,000 windfall would certainly cover the bulk of tuition and room and board for 4 years at PSU, UM, UW, Cal-Berkeley, UNC and probably some other state universities I didn't research !
Huh ??
And to answer your specific questions, I expect he believes most of those things, meaning you have covered most of the factors. Maybe not a 'safe haven', though; to return to where I began, the last year it's swung from 124 to just under 200! It is …
I believe it was just a reaction to an assertion that is clearly wrong and has been proved wrong for decades if not longer. In other words the second sentence quoted is nuts nonsense and probably could have been written about Apple at any point in t…