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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.
The Gundlach bond sauce has been a drag for some time now, not a plus, since before this crisis, although CAPE all on its own has lagged SP500 slightly also for some time.
The bond sauce makes DSE_X more like holding CAPE plus some gogo Pimco fund…
VLAAX -13.8 and VALIX -24.2, ouch
30-70 and 40-60 of the below would be worse than 50-50, obvs, did not compute, but better than the above:
50-50 BND + CAPE = ~-10.5, same as BND + VOO
50-50 BND + VOOG = -7.6
Captain Crozier failed the test and responsibility to complete his mission. If he cant do it in peacetime what would he do in war. Better to get him out now!!!
How so? Is it possible that you too do not know the story details?
https://www.sfchronicle.com/bayarea/article/Navy-expected-to-relieve-captain-of-15175190.php
Details of transmission not fully clear; heard some variance from above on MSNBC, I think it was, two ex-Navy analysts.
Fyi, a certain type or types of CV tests have a significant false-neg rate, up to 30%. If you are symptomatic you should presume positive even with such a result. The other types of CV tests are said to be much better, though as with all tests none …
He deserved to be relieved of his duty. Remember, military life is not civilian life, there is a chain of command and it must be adhered to PERIOD. Also, he likely set off undue panic among sailor families. And most importantly, he revealed to the w…
yeah, by definition
go anywhere in strategic search of income
like many I have been appalled at the behavior of PONAX and PDVAX, but figured, yeah, well, Pimco, RE and all that
I see that both have lately outperformed FADMX (formerly FSICX), whi…
Fido FullView remains quite sketchy and laggy. Perhaps this has been noted already; I certainly have posted such for many years now. It seemed the last few months to have finally settled down and gotten quicker and actually accurate, but tonight is …
:)
already been playing piano all my life, not that Bach does not take some focused and repeated work, like everything else
yes about my day job or day retirement; I do not play in public if I can help it, though I still do some reviewing
dir…
some bach worldwide
https://www.facebook.com/bachfestmalaysia/videos/521053865475858/
I am learning this:
some conservative contemporary
https://www.martinsedek.com/reach?fbclid=IwAR3XVdLpwKnXs3WM7McDo64uUeCIw1hzwj9g-vbf82jjxhi6mILDDNFdmqU
MM, nobody on earth understood this particular risk, almost everything diving in unison so extremely quickly
don't feel bad about that
sure, time to judge fund treatment and comms, not just performance
but a lot of people of middling wealth, not …
It's more than that, to an extent; if you graph AGG since the first week of March against DODIX, FTBFX, also BOND and BND, you see that only the last comes close to matching it (and for longer periods also, and forget anything Pimco now except maybe…
or jeez, you can feel hapless and then write about it shamelessly, like this reputable business writer and prof
https://www.nytimes.com/2020/03/27/business/stock-market-pandemic-coronavirus.html
@DS,
Hmm ... how are they tracking Div Aristocrats back 20y, do they say? Or the others?
VOO (best SP500 I know of) outperforms NOBL (Div Aristocrat) since NOBL inception, ~6.5y ago, and CAPE trounces both (also trouncing DVY and SDY), so it wou…
>> “The most applicable period is right before America entered WW2, when you had gigantic stimulus to spur the war effort."
Thiel is in his early 50s and has a Princeton degree in Am history, it says, but I think the above may be seriously m…
I (like everyone else on Earth) never know how much the market overdiscounts in advance. Meaning the news today is bad, bad, bad, really bad, virus and economy alike ... meaning the wave has not reached the shore and indeed many other worse waves at…
As I have said before, trading CAPE is an adventure as there is often a lag between what the market is doing and a big gap between the bid and the ask prices. Trading volumes are usually low. With no commissions, it's now possible to buy small posit…
Depends on how you feel about Gundlach, who is a serious putz in many many ways, and his bond-saucing skills, which are ... sketchy? solid? real over the haul?
(I realize this simply reposes your already posed question.)
Also depends whether you…
I just looked at CAPE since its inception, 7.5y ago, 10/12, and noted its >10% superiority to SPY. (Even moreso compared w/ the div and low-vol etfs listed above.)
So if you are a long-termer (at 73- I have only so many terms left) I believe yo…
