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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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 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…
well, on what you want to hold with the aim to diversify, what your decorrelation beliefs are, etc.:
https://www.blackrock.com/investing/literature/product-brief/ishares-core-allocation-etfs-product-brief-en-us.pdf
10 "holdings", comprising 7600 s…
just one, depending
http://portfolios.morningstar.com/fund/summary?t=AOm®ion=usa&culture=en_US
http://portfolios.morningstar.com/fund/summary?t=AOr®ion=usa&culture=en_US
Huh? DSENX is avail at ML, at least to me
D_EUX no, not yet, but now avail at Fido ntf, the lesser version
I am preferred or whatever it's called at ML, yes
please, little misrepresentation, lots of concentration on your tedious substance, little personal, just you have no idea how you present and how tired and tiresome it is. that's all, man.
Dude, too funny; it's not ad hominem, it's just that you're sometimes (not rarely) wrong, and don't know it and can't admit it. Try sometime saying 'oops, my bad, I misread', or 'yes, correct, I misstated the case', or whatever it is. Not being able…
I came to think some time ago that MJG may not know what multivariate modeling is, or may know the multivariate part but not the modeling part.
Kurtosis has to do w/ outliers, lots vs few (I hope).
such would be horrible; diplomacy and pressure of some sort are the only way
https://www.theatlantic.com/magazine/archive/2017/07/the-worst-problem-on-earth/528717/
It's only the last month, really; graph it (M* $10k growth) by bundles of recent days and weeks to see.
If you do that going way back, short and long, you can get a sense of what to expect.
It changes every month. Apparently sometimes it can underp…
I own it, too. It does seem to be struggling as of late. I can't complain overall, however, as it had a very nice run.
So far as I can judge, it seems to be partly the bond portion. And chiefly the last month only.
