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.
@LewisBraham,
I don't disagree with a thing you say --- the automatic glamorization is repulsive, and the pro-sports romance worse than that.
I just thought it was striking to post that about one of the morally clearcut wartime events of the moder…
I have to understand better the Padsim take.
This will be interesting:
https://www.axios.com/health-care-primaries-2018-midterms-voting-issue-democrats-wave-ce9d67ea-c484-4b80-a0ee-2acd48e65aa8.html
Yes and yes (drug prices), without question.
More macro take, noting yet again GOP sabotage via removal of the individual mandate; but none of this is news or a new insight:
https://www.washingtonpost.com/opinions/health-care-is-still-a-mess-repu…
and a fine mind does some fine parsing, and concluding
https://www.washingtonpost.com/opinions/trumps-trade-policy-violates-almost-every-strategic-rule/2018/06/04/989ca43a-6812-11e8-9e38-24e693b38637_story.html
going to sell some DSENX to raise cash, not sure when
researching GOs in the equity or partial spaces
also PDI and PTY premia have risen even above their lofty levels, so am going to sell some of that too
maybe put some into PCI
(anyone know why…
Thanks; this is helpful and patient. I did mean net. I was trying to (mis)understand the Padsim / Compare processes (first of the Rand cites) and customer decisionmaking effects. At the risk of seeming to just be googling further at you:
https://ww…
For years I have fearfully held PDI, PTY, and PCI, all of which are regularly debunked for high premia --- fwiw. (I guess PCI less than the others.) PDI and to a lesser extent PTY have had spectacular results.
@msf,
Since insurance premiums are obviously, so obviously, a subset of overall healthcare costs, I've been nonresponsive to your entreaties about what I mean, as I have been puzzling how you are not just doing high-grade trolling. But I refuse to…
@BW, come on:
https://billmoyers.com/story/resurrecting-another-big-lie-myth-social-security-ponzi-scheme/
the 'pro' arg, pretty stupid imo, but for balance:
https://www.forbes.com/sites/timworstall/2017/04/04/sure-social-securitys-a-ponzi-scheme…
>> Most of what you cited discusses health insurance costs.
Uh, Reinhardt and others typically look to Kaiser and Milliman totals projections, no?
Insurance is large part, natch. Costs of healthcare (not insurance) are bending, I read. Is y…
that post I have referred to --- this is a common inequality counterargument, but nicely put. Takes into account not at all any extra burdening for birth, color, gender, all that stuff.
Jonathan
Oronoque [[? maybe Stratford Ct]? ]
May 29
The reas…
@Maurice, I would have thought you would be with Jonathan, who advocated quite as you do, or so I thought --- why mentioned it. Did you read?
But if you seriously think income inequality is BS and everything is meritocratic, there's nothing to dis…
>> I want to thank those of you who expressed your displeasure at our decision to engage with Wells Fargo, rather than to sell earlier. There were many of you, and we heard your voices. The voice of our customer is very important to us, and we…
Born in Phoenix and reared in the US, Mexico, and Belgium, Eduardo Porter has been on the staff of the New York Times since January 2004, covering economics, and joined the paper's editorial board in July 2007. He began his journalism career in 199…
thanks much for noting this
yeah, two months in the past
too late for my interest, as a former shareholder, for decades
too satisfied w DSEEX and putting increased donations to causes
https://www.washingtonpost.com/blogs/right-turn/wp/2018/05/29/trump-is-no-patriot-and-we-all-should-say-so/
Jennifer Rubin used to be a deeply conservative columnist, and is now just a particularly thoughtful one.
@Mark You are welcome; thanks much for reading.
Yeah, an unusual guy for sure. Actually in personality a bit of a cross (this does not come through so much in his writings) between Dustin Hoffman in Little Big Man (worth seeing) and Hoffman in Rain…
will be interesting to see where this goes:
https://www.vox.com/the-big-idea/2018/5/25/17394422/nfl-knee-kneeling-labor-law-kaepernick-free-speech-protest-owners
Yes, it's a good day to reflect on past service and to memorialize times of clearer meanings (my grandfather, father, brother, sister-in-law, all Navy or USMC, like many here, I am sure).
I've probably posted this before:
https://davidrmoran.wordp…