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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.
REXX is a play, solvent and productive but extremely cheap, 61 cents or so, but it may take awhile, esp if NG pricing goes even lower. I am thinking the downside is nearly nonexistent.
https://medium.com/@DuncanWeldon/negative-yields-the-euthanasia-of-the-rentier-political-economy-dc3131d8d85e#.zh4wnieb9
PK yesterday:
Duncan Weldon has a good think-piece [above] on the peculiar circumstances that have brought negative interest r…
You know this about perma-inflation Singer, right?
https://www.washingtonpost.com/news/wonk/wp/2014/11/06/heres-the-latest-dumb-argument-from-a-billionaire-that-will-hurt-the-economy/
tnx, v interesting
Most of my own large DSENX / DSEEX holding is in Roths, but not so for my kids.
Would probably be worth crunching the actual numbers for them vs TWEIX, PRBLX, also div etfs like NOBL, SPHD, DVY, etc.
Still can't discern whethe…
@msf
>> DSENX or any of its ilk belongs strictly in a tax-sheltered account. Holding bonds in lieu of equity, their tax efficiency is horrendous.
Fido shows before- vs after-tax delta to be no worse than LV category (to the contrary, in fact…
>> the fund has beaten this index also since inception, but by a much smaller margin,
Yeah, ~3.6% and ~4.1% (DSEEX) in toto since Nov '13 is the value the bond sauce has added, by my calculation. So is it worth it over CAPE?
Interesting th…
jeeeeeeezus, how can I have so much money in a fund where the co-manager thinks DT is going to win the election? Politics aside, what does that say about his intellect and thought processes and observational and analytical skills ? Mother.
k, well, check it out and do the math (I mean, did you read the article?)
Figure out your total contrib and what you can take out now and compute the return.
Not supposed to match equity or even balanced investment over decades, is it?
Let's review…
You want only your and your employer contributions back ?
http://www.politifact.com/truth-o-meter/article/2013/feb/01/medicare-and-social-security-what-you-paid-what-yo/
I have been in and out of Soviero's FLVCX, in a slump, though he is a wizard. Not sure what is being criteria'ed as alt. For RE I long ago switched from VNQ to FREAX.
@willmatt72, DSENX / DSEEX tracks etn CAPE w/ bond secret sauce. Algorithmically…
Ignore articles like that.
Any good balanced fund will do; you do not need adviser advice. There was just a recent thread about balanced funds, mentioning several of the Vang ones as well as others.
Any of the above Vang recommendations are good an…
https://www.washingtonpost.com/news/wonk/wp/2012/09/09/everything-people-think-they-know-about-the-stimulus-is-wrong/
Gah, so easy to check rather than spout. Whether you think it was right or wrong or a good idea or bad, or enough. And this was th…
Better than perceived, yet also worse, and yes, training and actual cash supports:
https://piie.com/blogs/realtime-economic-issues-watch/new-middling-us-labor-market
Also:
https://piie.com/blogs/trade-investment-policy-watch/misconceptions-campaign…
k, point taken, will try and find some data; not easy though with generalities like "our parents and families ... for a lifetime".
One grandfather of mine was a steel sales VP in the Midwest (the other an overseas missionary). My father worked at C…
and this difficult reality:
https://www.washingtonpost.com/opinions/the-largely-false-globalization-narrative/2016/08/07/7a095582-5b25-11e6-9aee-8075993d73a2_story.html
@Tony
>> double your money ever 5 years... At a 20% return per year, you would more than double your money every 4 years
Right; rule of 72 applies fairly closely except at the extremes (annual rate x years = ~72), and if you're unfamiliar wi…
They think that because it is. Worse than stupid: dangerous.
http://www.businessinsider.com/ben-bernanke-murders-the-gold-standard-2012-3
http://bonddad.blogspot.com/2012/08/the-gold-standard-is-still-stupid-idea.html
http://www.pkarchive.org/crank…
@catch, no, I do not, but I have lost touch w former brokers or indeed the kind of person who would do that for himself or his family in the first place.
As for ease of purchase, I do not know exactly how hard it was, but I bet if I told one of my …
How come we never hear from anyone who purchased lots of longterm T-bills 1988-1990? They are coming up pretty soon. Is this a case of 'investor returns'?
G-fund since April Fool's '87 to last xmas was ~5.3% annually on average; SP500 was ~7.1% an…
Meh. Not seeing what size has to do with it, pro or con. Chart it against PRBLX, SCHD, and DVY (say) the last 5/4/3/2/1y and compare: sometimes slightly better, sometimes slightly worse, nothing marked either way. Lower TTM yield too, for some reaso…
Annaly (NLY) is always interesting and has had hot streaks for sure, up almost 28% this year if you reinvested divs. Oddly, if you can back 19y, to its beginning, you've done only a bit better than if you'd stuck with the smoother and broader FREAX.
