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.
Support MFO
Donate through PayPal
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.
no gunshy, just figured wonk interest might be waning here
More official bullshit here, with a nice parsing in response:
https://www.washingtonpost.com/news/fact-checker/wp/2017/03/15/mulvaneys-suggestion-that-a-person-making-one-fifth-his-pay-cou…
more, though msf should vet
http://www.latimes.com/business/hiltzik/la-fi-hiltzik-gop-healthcare-20170314-story.html
and some countering facts to the usual WH bullshit
https://www.washingtonpost.com/news/fact-checker/wp/2017/03/14/fact-checking-t…
Interesting LAT or Hiltzik did not link the column to the paper's own reports.
Everyone attempting 'balance' mentions the savings, which are trivial in the scheme of things.
Now here's redistribution:
http://www.vox.com/2017/3/13/14914062/republ…
There is no chance Hiltzik did not "go to the source", but you often are now finding things other experts do not, or have missed, so you really should post a comment to that column at the LAT. Seriously.
PK tonight; no surprises here --- so how did this even come into existence? Laughable except not funny.
Obamacare imposes a mandate to induce healthy people to sign up, offers means-tested subsidies to make insurance affordable, and expands Medicai…
Your realtor friend is not thinking clearly, I would suggest, and 3.4% - 5.4% average annual appreciation over the recent decades, with stomach-turning volatility and complete location specificity, sure does not sound worth investigating to me. His …
:) Thanks. Cuse is struggling a bit this season. But good ball often, real good --- Boeheim.
I like lower-level ball too, as well as top-level. I grew up with Wittenberg, eons ago (there was no D3, just 'Small College'), back when southern Ohio w…
Maybe swap PONDX for PDI, and make some other sells to put more into DSEEX
add to FRIFX, start GABCX, consider preferreds also for the non-equity part of the nut.
70 in a few weeks and must start full SS, so will want to see how cashflow from retire…
All about 1% taxation:
\\That tax hike at the end is to a major extent about expanding health coverage; the GOP wants it reversed
https://pbs.twimg.com/media/C6kF2ANVoAEIQbG.jpg
And the wrapup, cartoon villains:
http://nymag.com/daily/intelligen…
An ostensibly measured rightwing take:
https://www.washingtonpost.com/opinions/the-american-health-care-act-is-a-good-start/2017/03/09/37878876-0509-11e7-b9fa-ed727b644a0b_story.html
Some of the comments are substantive.
>> Each of the etfs should get 12.5% and the bond fund should get 50%
? That would make it much more a balanced fund than I was arguing earlier or elsewhere. But the only balanced fund whose bonds goosed results rather than chiefly modulatin…
funny shrewd analysis with a different take
https://www.washingtonpost.com/opinions/republicans-wave-a-white-flag-on-health-care/2017/03/08/8f9e98f6-0365-11e7-b1e9-a05d3c21f7cf_story.html
Yeah, maybe I am brave, certainly daring, hopefully not foolish. I moved quite a lot (for us) of equity-fund moneys from SC, MC, REIT, and foreign and other into it.
I had studied at some length how little true compensatory diversification our rang…
Huh. Thanks (again) for running down.
1% outperformance by SP500 the last ten days of last October, a bit less than 1% SP500 outperformance for the last three weeks of that preelection month --- if that makes such a dramatic difference in the u/d …
>> fund wins a higher percentage of the time when the S&P is positive but it would be useful to see how the fund performs during an extended negative period for the S&P
Note unusual M* U/D ratio, hmm
---1y--------3y
u129.15 u…
man
https://www.washingtonpost.com/opinions/the-republican-health-care-bill-is-all-about-shortchanging-the-poor/2017/03/07/55cabf3a-0372-11e7-ad5b-d22680e18d10_story.html
okay, don't forgive my thickness, but the auto-churn is monthly, so is there not some correction month by month?
Correct, no guarantees, no more than of SP500.
Discussion was performance compared with SP500: how could it be worse.