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.
got it
still unclear on the concept, except for the obvious political hot opining and such
but why would this have wound up there?
https://mutualfundobserver.com/discuss/discussion/55/houston-we-have-breakout#latest
record jobs added, layoffs at record low, so this is dumbfounding:
https://www.axios.com/voters-arent-feeling-the-record-job-gains-polling-finds-1dea3049-c8ea-48d1-9bfa-e8be47099a9c.html
You’re welcome, also a liar
My op, so to speak
\\\ It would depend on your investing beliefs (is this diversified enough? etc etc) about holding chiefly LCB-LCG in the form of "only"
well, not in writing, but it is long understood even beyond what you write about corruption (which has been waning significantly)
https://www.usnews.com/news/world/articles/2022-02-05/explainer-ukraine-not-joining-nato-so-why-does-putin-worry
his…
That's from 2015, mind you...
This is dismaying reading from a few weeks ago:
"Mearsheimer said that the U.S. had led Ukrainians 'down the primrose path,' angering the Russians and giving Moscow 'all sorts of incentives to wreck Ukraine as a countr…
>> 1619 project, CRT etc...I'll just say I disagree with your leftist progressive thinking and posted articles
Har. You literally do not know what you're talking about with respect to my "thinking," but haven't we had this ignorant exchange …
>> a special place where ideologies could co-exist and clash
Well, sure. The complete opposite of Hillsdale.
>> Westmoreland debated with an audience of antiwar protesters and Vietnam Vets
Yup. Those were the days.
For all the goo…
+1 david Good point on Giroux - if a Michigan native he could have attended any of the numerous state universities, including UM, MSU and WMU that would have easily met his academic needs including a lower tuition !
But would it have met his spiritu…
hot demand or skewed demand?
https://messaging-custom-newsletters.nytimes.com/template/oakv2?campaign_id=116&emc=edit_pk_20220225&instance_id=54275&nl=paul-krugman&productCode=PK&regi_id=22268089&seg…
>> the Market should at some point revert back to historical norms.
Dow 21,000 !! A new book idea.
Made 4% trading QQQ today. If only it had a huge amount for this war profiteer.
I suppose for some readers the switch to gerunds is helpful and maybe more immediate and less abstracted. All seems handwavy if not frankly dim. Worse, creating is not the same as synthesizing, nor remembering like knowledge. Analyzing should be spe…
Winning period for value, of course: YAFFX is flat the last 3m, impressively, as is DODBX. (Other balanced are down 4%-7% or so.) Check VONV vs VONG. DSTL is flat too, fwiw. Experts have been talking about / anticipating this phase for decades.
Lots of fun going to MFOP, clicking GO (https://www.member.mfopremium.com/greatowls/), filter by growth, and sort by (relative) UI over the various Display Period bundles.
PRWCX wins, but there are others w 'growth' in their names until you get dow…
yeah
the OP quoted from Barron's
Most of its recent gains came from just one stock, Tesla (TSLA), which accounts for 50% of its portfolio.
so I was not seeing the problem, not seeing any problem. Then you posted
It's hard to think of this as…
Dumb question, must be missing something --- how does it (is it supposed to) work when one of the holdings increases just stupendously and thus goes far above some percentage threshold ? Are managers somehow obligated or mandated to sell to get the …
>> They joined IRA Financial Trust eager to build a nest egg in crypto.
what could go wrong?
>> IRA Financial Trust has acknowledged an incident occurred and is investigating it, telling CoinDesk in an emailed statement the “suspicio…
Somewhat to the side of the topic, but in the eternal debate b/w active management and rolling your own, I see that any combo of VONG half or more (2/3, 3/4) with FBND the rest, outperforms easily my recent love interests CBALX and FMSDX over 3y and…
krug today
Seeing some people make a big deal of the decline in medium-term inflation expectations. But the more important point is the gap between 1- and 3-year expectations, showing that people don't expect inflation to persist:
https://newyork…
>> inflation is running hotter than what they report. I'm to the point with basically not trusting any data out of Washington. Sorry. I watch the FDA and CDC make clowns of themselves and at least the last six administrations and congresses co…
