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.
\\\ If the sectors with high CAPE just keep getting higher and outperform those with a lower CAPE ...
forgive thickness, but not seeing how:
>> subdivides the S&P 500 into 10 sectors, [every month] eliminating the 5 with the highest rela…
@LLJB, fine digging.
You are welcome always, but again, David S gets the first and most important credit for uncovering and writing this thing up.
Question re 1:
I am having trouble thinking of a scenario where their monthly churn re the four a…
>> The funds are not planning to buy low and sell high. They're planning to track the index, wherever it leads ....
Where would that be?
Reminders:
etf.com:
The Barclays ETN+ Shiller CAPE ETN tracks an index that selects 4 sectors in the S&…
I am detail-ignorant too, believe me. Fund plans to buy low and sell high, with secret bond sauce added. Am curious about what could specifically go wrong, and how; I am not really understanding it as a black box.
So far all I come up with for dow…
Krug today:
... it’s really about replacing relatively solid pillars with half-measures, severely and probably fatally weakening the whole structure.
First, the individual mandate – already too weak, so that too many healthy people opt out – is rep…
>> if the style of investing were to fall out of favor.
This has been mentioned before. What does it mean and how would it happen? Wholesale bailing from US LC equities? CAPE tracks SP500 quite closely (regularly outperforming it to some ext…
Planned Parenthood services breakdown from late 2011 to a year later:
http://cdn1.theodysseyonline.com/files/2016/01/09/635879798080355175-1256898049_KVRa7es_nQZemaZXK2NhPslmeqXiid_9FW3Y4FI0ulw1FdJfTk7xb3rk_IJMdi3rESEGU6sc2Dy4xMKd90_SE80qUhYNoDDEYd…
Suggest you listen to how you yourself actually use it in daily speech, understand it when reading, and write it. Not a matter of 'fairness'. 'Most people have life insurance.' Ask your friends or family or kids or colleagues what they think that me…
I and many others well know what 'most' means, both arithmetically and in the dictionary --- so odd that you would explain it and then elaborate, as if needed --- and I bet if I posted here that 'most of my investments were in equities', few would e…
However thorough he was, he may not even have it all correct or complete.
8M exchanges, 15M Medicaid, according to this volunteer as of a few weeks ago, whom for some reason I thought you followed or had cited:
http://acasignups.net/
So sort of a…
no news here particularly, just very thorough analysis:
https://www.washingtonpost.com/posteverything/wp/2017/03/06/heres-why-republicans-are-finding-it-so-hard-to-come-up-with-a-replacement-for-obamacare/
What a motley crew. I think in the early 1980s my portfolio probably consisted of D&C LG and a couple of Fido Selects including Defense. Guess I shoulda stuck with 'em.
@JC, Good point about relation between politics and investing, and the effects of each on the other. But I certainly would not want certain people here to decide what constitutes 'purely political.'
I would add that LTC companies have been bailing left and right because they miscalculated and lose money. Interesting about Genworth, whom we considered. We have a Metlife policy purchased a decade ago (they've stopped offering LTC) that is suppose…
I don't see that it's broke and needs fixing. People can always skip. I don't see frank trolling or domination. I do often see substantive corrections to misunderstanding assertions, a good thing. And the majority of it is peripherally related to in…
@Ted
>> These types of political discussions belong on social media websites, not a mutual fund forum !!!!!!!!!!!!!!!
>> Regards, Ted
Dude, dude, next time don't originate threads of your very own about the so-called "president's" spee…
'out of labor force' includes all us retirees and kids in high school. Laughable to throw that number out anywhere, much less on TV.
It's easy to avoid these discussions. Let the other forums see if they have the mfund content, data, and wisdom of …
Jobkiller, bwahaha
https://krugman.blogs.nytimes.com/2017/03/01/coal-is-a-state-of-mind :
" Coal employment’s plunge began decades ago, driven mainly by the switch to strip mining and mountaintop removal. ... Even in West Virginia the typical worke…
I may have been mistaken about mortgages and helocs counting. It may be more having IRAs with ML, to reach Preferred Rewards Platinum blah blah; see:
https://www.merrilledge.com/pricing [click Learn how to qualify ...]
What a totally wack thing to write about the biggest job creator in US history.
https://www.thebalance.com/what-has-obama-done-11-major-accomplishments-3306158
DT has begun the con and scam of WWC. Bring back coalmining! (which actually moved west…
The article words are below the video, no watching required.
From the UK, not CNN.
The 'factual' number (hard to believe CNN is so wack here) is factual for totaling everyone not looking for work, like me, my grandkids, their at-home mother, my di…
Too funny
94M out of the labor force!
He almost batted a thousand again:
http://www.independent.co.uk/news/world/americas/us-politics/donald-trump-speech-fact-check-lies-claims-joint-address-congress-jobs-immigration-pipeline-a7604861.html
It's about funds, and my subject line was as neutral as can be, and entirely true if you read the article. What's crude about it? You would have preferred the actual article hed?
