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.
har, not liberal / conservative, not automatically oppositional, just whether substantiated. Whaddaya got?
Why would anyone ever "post articles from all points of view," whatever that means. People can post about anything they wish to here. Lots d…
scaremongering vs public investment, round 381 (PK; with the internal links, if it opens for you:
https://messaging-custom-newsletters.nytimes.com/template/oakv2?campaign_id=116&emc=edit_pk_20220211&instance_id=52851&nl=paul…
>> So the Marxist types and clown politicians want to blame the corporations and the billionaires for their idiotic fiscal and energy policy and subsequent off the charts inflation?
Cool --- we have not had kneejerk wingnut ignorant slurs lik…
Dan Price, CEO and founder of credit card processing company Gravity Payments:
Coca-Cola: there's nothing we can do, we have to raise prices.
Also Coca-Cola: our profit is up 65% in a year, we spent $68 billion on dividends / stock buybacks in a …
Of course I saw her twitter profile when I was copying her earnings tweets (and also misspelling her first name, sorry). But I did not know her as an economy writer and had not drilled down in her groundwork bio including academic and thinktank work…
Lindsay Owens (don't know who she is) on Twitter today::
As you read today's inflation report, pay close attention to what the CEOs who set prices are saying. We got our hands on the latest batch of earnings reports, and it's a doozy. They're liter…
>> first hand knowledge.
Ah, okay. Well, me too. (Roughly.) Oldtimers in the Boston area, but also young'uns (meaning under 40, over 30).
@LewisBraham, do you know of research in this area? I see a study from 20y ago showing positive corre…
What LB said.
Otherwise,
>> ... if M* says a manager invests $1M+ in a $B AUM fund, it does not impress me. More often than not a Manager's yearly compensation from the fund far exceeds their investment in the fund. (Some fund managers sta…
@larryB, roger re lack of sense and perspective
@rono, this might help; doubt it, but might:
https://www.bu.edu/eci/files/2019/10/Principles_2e_Ch31.pdf
Most economists use the rule of thumb that as long as the rate of increase in government’s …
probably will be able to let things down easy
https://messaging-custom-newsletters.nytimes.com/template/oakv2?campaign_id=116&emc=edit_pk_20220201&instance_id=51861&nl=paul-krugman&productCode=PK&regi_id=222…
Its spectacular performance since the big sharp dip of almost 2y ago is what has done it chiefly. (Speaking of recency.)
Flattish the last year.
If you compare it w PRWCX since '93 and stop short of the post-dip big runup, it is not quite as imp…
Yeah.
My investigation is on the capricious side thus far: its ytd vs VONE and VONV, FPURX and FMSDX, which is only a few weeks' sample, but also looking at its behavior since 2/21/20, the slightly deeper Feb-March dip than the latter two mfunds, t…
Sure. From 18mos ago:
'It’s very hard to escape the sense that there’s mania now, that this is a FOMO market. When you look at the way that people have piled into the stocks of bankrupt companies like Hertz ....'
The M* link within the article (probably already posted) is droll as well:
https://www.morningstar.com/articles/1071658/arkk-an-object-lesson-in-how-not-to-invest
It all seems to me simply like a tech gogo way up / way down event, such as some of…
Hoping most can read this (inflation, media coverage, reality ...)
https://messaging-custom-newsletters.nytimes.com/template/oakv2?campaign_id=116&emc=edit_pk_20220125&instance_id=51230&nl=paul-krugman&productCode=P…
Sigh. I would not want to quip too subtly for the room, but veteran business writer Peter Coy's report in toto is interesting not only about FAA imputed pokiness (all the moreso given OJ's take) but also about gov stymying of its own agency as Kudlo…
@hank
>> How many employees have wasted their company match 401 K money by “borrowing” against it in their working years or taking highly speculative market risks with it?
so ... what's the answer? do go on.
I would not infer much about political leanings. What you wrote (far left gov, freeloading, etc.) is simply factually untrue, demonstrable with good evidence and long studies. 'Excess money supply' also, and so on. Some here (thank god) have the pat…
