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.
I don't quite know why we are still discussing this, but you wrote
>> Another organization on that list, Heritage, was credited by Obama as being the source of the ACA concept.
which to my ear contains notions of 'cited' along with (and mor…
anyway, DT assures that it will be all good
https://www.washingtonpost.com/politics/trump-vows-insurance-for-everybody-in-obamacare-replacement-plan/2017/01/15/5f2b1e18-db5d-11e6-ad42-f3375f271c9c_story.html
Why do you say it was BO who did the 'crediting', or maybe I do not know what you are trying to point out by using that term. It was widely known for years, at least if you lived in Massachusetts and read or listened to Mittens; this is just a wrapu…
Paul writing to Timothy precedes Evagrius / John the Ascetic in anybody's history, but point taken. Those boys evidently changed their mind, in this case perhaps as more prospered.
@kevindow,
Thanks much. I chose (long ago) SGOIX over it, but agree it has been on a real tear.
I recently ditched OAKIX for Herro's idiot comments on global warming, and, since SGOIX is closed even to current investors, went w/ FOSFX. Shoulda swi…
And Cato-man ignores the crisis at the state levels. Wonder what govs would think of his 'not a real problem coming, just lib rhetoric' shtick:
http://washingtonmonthly.com/2017/01/13/gop-governors-and-reality-clash-with-congress-on-the-aca/
haha, just read the latest:
http://nypost.com/2017/01/13/heres-what-happens-after-obamacare-is-gone/
This dude is from the Cato Institute, and all you need to know is that he thinks ACA is in a death spiral when in fact it is healthy and growing, …
>> underestimated the voters' dissatisfaction
until they get iffy and feel omg after finding out some the facts about it and its accomplishments
http://www.rasmussenreports.com/public_content/politics/current_events/healthcare/health_care_l…
>> election fraud and tampering, money laundering, espionage, attempting to overthrow the government and much more.
haha, wrong site; this one is evidence-based
@kevindow
Wow, thanks so much for finding this 3-week-old fund. Where and how did you do that? I have had a difficult time doing so, for over a month. I had a long interesting chat a couple weeks ago w/ Fidelity brokerage and fund experts who even …
I want to add to DSEEX but see that I am ~75% equities, which is too high, so I don't know what to do. (I know what to do, just don't want to.) I just read the detailed and carefully substantiated Goldman analyses of conditions for 2017, which are o…
I have just studied the short and skimmed the long (and immensely detailed and substantiated) Goldman analyses of and takes on the coming year, which are glass-half-full. PM me if you want a copy.
Client call summary:
Why Stay Invested in Equities…
Compare it with CAPE and you can see that the global-bond sauce augments it quite differently from (to a worrisome degree, some might suggest) a balanced fund. Thus far.
What would the turning point be and how would it be arrived at and proceed? Necessarily a general broad slump (SP500), no? Or sentiment where the lower-valuation SP500 were somehow deemed excessively expensive and the higher-valuation SP500 not?
Th…
You do not understand quotation marks either. (Repeating something you wrote, not something the writer would ever say, which is what is understood without quotes.)
Can't tell if you read past the $10T point in the Atlanta Fed text, but no matter.
Not, and never, 'only help'. No one thinks that. I suppose it might have been oversold in the past. But the benefits to all, worldwide, are 20-1, never 20-0.
I will see if I can find my brother's MOOC for you to watch, if available. Your understand…
Thanks. Boy, I would like to look close at the 02-04 period and also it seems the 06-08 period and understand what was going on, if that is underperformance I see.
You can get some sense of G vs V just by plotting RPG and RPV over various spans. I…
Yeah, you mentioned that concern before. All I care about is that it continues to seriously outperform SP500, whose value components surely will dip at some point, yes, and all its div etfs.
With considerably less risk and downside movement (as an…
If you place no credence in the tons of academic econ data and studies over many decades showing the pros as well as the cons of globalization, and seriously think it's all bought-off work by lobby and industry apologists, I won't post any more link…
All good --- SSHFX was bruited by Consumer Reports some years ago --- but having today closely reviewed 3y+ outperformance and risks via MFO, M*, and Lipper, I predict beating them all of them in that LV space via DSENX / DSEEX / CAPE, and am moving…
Read up, for the umpteenth time I suggest, and do try and inform your (smart, literate, thoughtful) historical imagination. You must know that all the sixpack (and poorer) families benefit greatly from low-cost phones and TVs and cars and frozen shr…
@msf,
I thought you might enjoy this from the great Chait, esp the middle section about ACA genesis and process painstakingness:
http://nymag.com/daily/intelligencer/2017/01/every-gop-lie-about-passing-obamacare-is-true-about-repeal.html
For sure there are pros and cons and winners and losers in trade, foreign direct investment, globalization, and related "offshoring crap", but these two "historical" takes above are fantastical, almost paranoid, committing among many other thinking …
@00BY:
>> Even if journalists don't like republicans, at least the market does.
Huh ? That isn't even truthy:
http://www.businessinsider.com/democrat-vs-republican-stock-market-returns-2015-12
I would leave any heloc in place, esp if a real good low rate possible, like 3% or thereabouts
Also, does not having a credit line typically help fico scores?
@JC, well, define 'lost' --- as you probably know, she did not lose or even come close, except via the antiquated slaveholder-facing mechanism of the EC. So, you know, get over that too. Indeed, for the PEotUS, Trump's is --- by far --- the largest …
Interesting comments as always.
I am interested in the first sentence of your final para, as it is in contradiction to ACA claims made (perhaps wrongly). These pages actually may concur in your take, but flesh it out to some extent:
http://obamaca…