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.
@sma3,
Right (Bloomsbury). Though I imagine being found unbearable by that crowd, or most of its members, might be an honor.
I insisted my kids take a range, since we were paying, so the econ whiz took lit, art history and music history, and the a…
It's apocryphally repeated among English majors that when, in the late 1950s, some professors (Yale, I believe) drove up to the Hartford accident and indemnity insurance company where the great poet Wallace Stevens had worked for 40y until his recen…
Perhaps of interest:
>> the case for either a huge Trump effect or a huge Trump bubble is a lot weaker than you might think.
https://krugman.blogs.nytimes.com/2017/02/07/is-there-a-trump-bubble/
(slightly OT) some actual savviness on trade:
https://www.washingtonpost.com/opinions/the-delusion-that-openness-has-impoverished-america/2017/02/06/a271e0bc-ebe8-11e6-b4ff-ac2cf509efe5_story.html
Oh, that's book's not bad in general, and in many particulars too. But as a journalist (or anyone else) you're never going to communicate efficiently, 'omit needless words' and all that spirit, much less ingratiate your confidence-boosted readers in…
At the same time readers and consumers love it when they do not feel talked down to, and feel as the writer knows they are to some extent intelligent and sophisticated.
A chief reason a lot of tech writing is so excruciatingly tedious is that TWs …
Since we sometimes intensively discuss, and also misunderstand, probabilities here, history-based, and what it means to predict something, this may be interesting:
http://d2s3dt9f4iyeup.cloudfront.net/images/standard_v1/6372148d-b0ac-4162-a37a-5b80…
I was with Heebner and Soviero bigtime until their luck/skill ran out. The latter seems to have retired, oddly. I had like a ~35x outcome with the former.
Huh? What are you talking about? What's fake about him, other than DT's unpresidented bloviation?
http://www.nbcnews.com/politics/donald-trump/trump-travel-ban-judge-james-robart-soft-spoken-jursist-who-n716816
http://www.vox.com/policy-and-politics/2017/2/3/14493946/repair-obamacare
Krug and others have usefully analyzed the three legs of the healthcare stool --- all-coverage, mandated participation, and means-tested subsidization --- but this article fo…
@DH, evidently you weren't of age in the 1960s into the early 1970s. Your worldview, or whatever it is, would be more sophisticated if you had experienced all of the party identity morphing and pandering from Goldwater through Ford.
@LB
>> Dems chose to go the route of identity politics after their 2x defeat by Nixon and continued it after Reagan.
Now that's droll. You got the wrong party --- precisely backward.
@DanDex,
I thought that this, about Howe and Strauss, might interest you instead of Pasha. Big conflict every ~80y, and imminent now, perhaps, though hopefully not.
http://time.com/4575780/stephen-bannon-fourth-turning/
That article is 10y old. I think we probably are close to violent agreement. I do not argue against diversification in principle, and have been reading about the Lazy portfolios forever, longer than my following Israelsen, which has been a long time…
I must have missed something. What sequential? (What was the sequence?) How much developed foreign? Where more than his wee sliver? Quantify and specify the risk reduction you say is taking place with their addition. Or do you just mean some volatil…
Thanks. Kinda weak articles and arguments, seemed to me, except the middle Israelsen one that starts in 01, bad case for US LC.
But sure for the 7Twelve. He is like Merriman and his Lazys.
Not sure how much deeper most need to go than this, thou…
For over a decade it's not really been speculative to consider and point to Saudi Arabia as politically sensitive, or something along those skewed lines. Right after 9/11 I asked a sib who'd left his second stint at the State dept months earlier (wi…
Some etfs etc.:
http://www.investopedia.com/articles/etfs/071416/top-3-infrastructure-etfs-emlp-igf.asp
+++
Don't know if this qualifies as political BS, but the real doubt is that there will be such a proposal as would actually benefit investment…
Yeah, the confidence fairy, like Reagan. May it be so. Reinvigoration etc. The current and recent past data are all at odds with the description of slowdown and decline, much less carnage.
As for populism, looks like you (again) did not read the ar…
