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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.
Yes, sir, with perhaps a third or a little less 'edge' holdings --- cash for non-SS cashflow, DLEUX (unimpressive thus far, to put it nicely; typoed earlier entry corrected), FLPSX (which I have held for decades on and off), PDI and PTY (a little vo…
You do know that you (anyone) can listen online to QXR and a dozen other Met feeds (identical) every single Saturday almost --- v good sound. Hook laptop up to stereo, etc.
completely misleading headline, but otherwise perhaps some content of interest here:
https://www.nytimes.com/interactive/2018/03/20/us/self-driving-uber-pedestrian-killed.html
You don't understand the difference between ignorant and stupid.
true dat
the thing here is, we are dealing w someone who is deeply ignorant, deeply stupid, and deeply smart, all at the same time, and at the mercy of malignant whim and the most pro…
doom ahead; like the pre-Strangelove era
http://nymag.com/daily/intelligencer/2018/03/nobody-is-left-to-save-the-world-from-trump-now.html
https://www.washingtonpost.com/opinions/add-another-zealot-to-the-white-house/2018/03/22/08f5034a-2e33-11e8-…
@Maurice,
And you do not know what 'recant' means. Good grief. Amazing how kneejerk adversarial you are, unfailingly. How goes it for you in the workplace, I wonder. Good that you call for gov involvement even though of course it sucks totally.
VTI is everything, right, while DSEEX is SP500 automatically / algorithmically value-churned plus special bond sauce, and MC and SC (and for the last year-plus even SP500 overall, I think) have outperformed, meaning value has not reigned as before. …
yes, alas, yes, driver video shown tonight shows clear hit of person in road, not stepping out suddenly at all, open and shut, something lidar seriously gone wrong
human driver also looking down and then suddenly aghast
aghast part not shown here …
@MikeM - ?
See if this comes up:
https://www4.troweprice.com/iws/wps/wcm/connect/cb07f2804dc1463caf7dbf2f8c725be8/RetirementFunds_Glidepath_HardCard.pdf?MOD=AJPERES&CACHEID=cb07f2804dc1463caf7dbf2f8c725be8
oh, no, I do read it, as much as I can bear
it is just awful, stupefying, and for me unbearable after a point; makes you lose your faith, until you recall that it is a self-selected group (duh)
I read worse, too, sometimes
If these are moneys you do not need soon, just keep on doing what you are doing, and do not worry about crashes near or far.
If you really hate to lose $$, do not invest. No worthwhile investment will never lose value. But you know this. Still puz…
@Maurice, I cannot tell how your screed has to do with me or anything I wrote.
Stepping in front of a car going 38mph is not jaywalking and is going to result in a hit regardless. IF that's what happened.
Visual detection systems are not remotely…
@Maurice, as the master of nonstop all-encompassing impugning, try and keep up, if only by googling:
https://www.cnet.com/roadshow/news/self-driving-uber-crash-pedestrian-death-not-at-fault/
There is video being examined. NTSB is onsite. If she su…
unanswerable as posed, man.
There is no reason a crash is imminent --- high valuation does not trigger bear markets --- but that notion, and fear of crash, are always present, sure. You have got to exhale and think things through. How soon do you n…
This is the most useless thing I have read in some time:
... ask yourself if your TDF's risk level is right for you. Here are three questions to ask your 401(k) ... fund company:
-- How much market risk are you taking within five years of your tar…
smart piece
"I know that [grandma] would have scoffed at one of the unanticipated consequences of the Trump presidency. I am referring to the endless self-flagellation among well-educated liberals — “the elites,” in pejorative parlance — about thei…
>> arguments about the evils of capitalism make it sound like eldercare should be free.
Man, if this is for me, you are one weak reader.
As for ACA, yes, will and has.
Cites I have given in the past and recently from GS, PIIE, ML, and maybe one other have regularly indicated that CAPE is (and has been shown to be) on the conservative side, I believe.
Kling once wrote that ARRA (2009 stimulus) was “destroying my daughters’ future. It is like sitting there watching my house ransacked by a gang of thugs....”
reducing competitiveness, and acting as if steel and aluminum were 'final goods'
https://www.nytimes.com/2018/03/10/opinion/trumps-negative-protection-racket-wonkish.html
again thanks
I chose PDI not only because I have long owned it (enjoyably) but also because I wanted the most aggressive / successful noncrazy bond entity I could find, and DFLEX would have been waay farther from the bond component of DSEEX, it see…
>> So DSEEX may not resemble balanced funds so much as equity funds with "a little extra"
Yes, this not-really-like-hybrid take is the nut I return to, and always underlies my original bond queries. To return, empirically, to performance: si…
@msf
>> investing in DSEEX would give similar diversification to a vanilla hybrid fund that had a roughly 50/50 stock/bond mix. The difference is one of magnitude of performance (i.e. getting hammered harder).
I now see where you get this …
Right, tnx; I was misunderstanding (misreading) "2x" as something more than, or at least other than, double-whammy.
So are you thinking that double-drop would mean necessarily greater DSEEX hammering than OAKBX / FPACX / DODBX / PRWCX? I am over ha…
>> Should both equity and bond markets drop, this 2x exposure can hammer the fund.
Do you think that the reason this has not happened in its lifetime (meaning it tracks SP500 except for the mostly steady outperformance) is that the two market…
not a bad line
In working with them and being the parent of two, I have found many of the generalizations true except for the lazy part, though I am sure many are. But otherwise my God do they work hard. Also, often, work smart.
>> how about a market where rates gradually drift higher (lower bond prices)?
Like most I have assumed this would mean trouble for bond fund performance, and generally I am skeptical of 'this time it's different'. But the fed fund rate has t…
CAPE cannot be traded at ML and maybe not at some other brokers, not sure, which irks me.
Fwiw, DSEEX / DSENX profile is interesting to compare w/ say TWEIX (MFO Premium), and they have the same UI....
