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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.
VBMFX exactly tracks AGG except for being slightly lesser due to expenses, so my comparative comments above apply to it as well. A fine and completely tame choice with steady performance '08-'09 too.
With so much in PONAX I do fret rate hikes. But except for the 12/15 one, when its time to recovery was three months (if I am reading things right), all of the others (12/16, three last year, one a month ago) have had trivial effect.
Performance s…
yeah, that's one; it depends
one recent writeup
The neutral (or natural) rate of interest is the rate at which real GDP is growing at its trend rate, and inflation is stable. It is attributed to Swedish economist Knut Wicksell, and forms an import…
>> They have been held artificially low for too long.
This 'been held' is a bogus zombie idea that will not die for some reason. What do you think the natural interest rate should be? Or what it would or should rise to? Remember that 'natural…
>> why this city is going to shit while my taxes go UP.
you gotta look at the budget, in detail, and you will see; it is online or comes in the mail. this is springfield? it sounds sickening, but when you look at the line items it gets more c…
>> They don't have the sense to say that the LIBRARY needs money, and present it as such?
wait, whose point are you making? that way lies library doom. do you really want a system of dedicated taxes? "I ain't got kids, so screw teachers".
…
@Maurice,
>> If you are going to quote me, try to do it correctly.
I copied your text. Left off your preamble, fixed moblike.
>> I don't care if I am the only one to present factual information that repudiates the mob like tactics.
Fascinating to watch how value comparatively fails from 15y on it, by year, when you do $10k-growth graphing.
If you do that, be sure to include RPG and RPV (can't start 15y ago), to assess how 'large-capness' is key.
Growth has really taken off t…
>> am the only one to present factual information that repudiates the moblike tactics.
lolz --- made my weekend so far
>> Can I keep up? It is hard, I'll grant you that.
you can do it!
CG, you are entirely welcome. Many are put off by the derivatives thing until they dive deeper into how CAPE works and what DSE_X does.
If you put $100k or more into it, the one you want is DSEEX.
There is quite a bit of explanatory posting on it …
Correct, why I specified Park Slope, and not Cincinnati but more my hometown of Springfield's 45506, which ain't at all like 45226.
That visual dataset is fascinating, and the promo prose makes US life look not so bad almost anywhere.
I could be wrong about this, must run it down when child returns from travel on Sunday, but it appears that the first-time-homebuyer taxfree IRA withdrawal (contribs of course, plus gain up to $10k) is NOT carried forward from fed to Mass. state cor…
@Maurice, at the risk of its being so boring you would never look at the investment again, check out the holding breadth and proportions of the AO_ family --- AOA, AOR, AOM, AOK.
Deeper contexts for comparative advantage ramifications and negations, in the context of the present state of play, from Larry Summers in FT. Also how the dopiness and ignorance by current admin make it all muddier.
Donald Trump trade threats lack …
Right; this text of yours could be lifted from (or used for) a promo for the somewhat unloved TWEIX, which did not observe the 'oppositeness' of the conditions either time (unlike, say, VIVAX). Davidson has been nominated for lots of awards, I see. …
Thanks. I guess some might argue that auto-churn to lower valuation holdings is the specific defensive design, kind of by definition. Point taken about value premium. And right, it is not risk-averse as commonly understood. (Are the many long-lived-…
So you are thinking CAPE's very low UI, same as SPLV, is misleading ?
I remember this Britt article well, written one year in. Hard for me to tell, then or now, whether it is really saying anything substantial. (I am very surprised you cite it as …
