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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.
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.
\\\ 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.
