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.
If the Felon wins, all bets are off. First, we'd have to see who he appoints as head of the WH Office of Neutralizing the Enemies Within (NEW), and how long it takes to appoint a Kristallnacht committee.
@BenWP: "More likely, someone sneaked a pocket radio into school to keep us informed of the score."
In the 1960 Series, sixth grade por moi, the principal played the radio broadcast of the whole ninth inning of Game 7 over the intercom, with the Ma…
On USFR, I figure that current distribution yield is between 5.00% (the last dividend only div by current price) and 5.20% (average of the last two dividends div by current price). The last div was lower than the average of the past few months.
(O…
Several years ago, in a discussion of those two types of bond div accounting, Yogi coined "accrual" vs. "NAV flow" as handles for them, which has always seemed pretty transparent language to me.
There is a "constitutional" sheriffs movement, and an organization -- belief is that county sheriffs are the supreme law enforcement officers of the land. They're crazy; one of them figured into the Bundy et al. occupation of the widely publicized M…
"Hot Damn! It's the Soggy Bottom Boys!"Oh my! I do like that.
That movie is outstanding. Assuming you've never seen it, it's a retelling of the Odyssey, with a Depression-era grifter as Ulysses. So clever, and the music is top notch.
@Old_Joe: Ha! Cue the miscegenation memes of the Old South.
Recently watched some clips of Oh Brother Where Art Thou, with its hilarious takes on all that. This one (5m) is the best I could find: Hot Damn! It's the Soggy Bottom Boys!
So, DS' hesitation to post at MFO and Big Bang may not be related at all to this new Alphacentric and CrossingBridge fund management deal.
Correct, that is certainly another reason that is very likely to be part of his decision process. Why exactl…
Wow, Florida in the path of another hurricane. Who's going to help when everybody (linemen) all the way to Canada are in western NC. Linemen and FEMA are going to be spread really thin. Cross your fingers it's not catastrophic.
Oh, but it's not s…
Yep, all this blowing off for 30 years what any sane group of people would agree had to be done is coming home to roost. So sorry for the poor people who are getting caught in these disasters: lives wrecked right and left.
"With the help of the Times article and graphics, one could identify areas of the country where land values might stand to rise as new residents flee disaster-prone areas (assuming they can sell their current properties) in search of some measure of…
Curses! Escaped my lips (urr, fingertips) bypassing safeguards. Sure hope scratching out the offending passage appeases Jupiter, or Zeus, or whichever one of those guys rules that roost.
I watch the battleground states: MI, WI, PA, NC,GA, NV, and AZ.
Yes, same here, and the sites Catch posted show polling averages for states too (the Silver Bulletin shows them right on the main page). Bottom line: the non-fascists win the EC with…
The heady days of 5%+ MMs being over (the two I've used at Fido are down ~ 25-30 basis points each, with surely more to come), I've sent some of the cash to limited duration and opened a position in WSHNX. Not seeing enough upside to add to risk ass…
Those are polling averages, weighted by recency, the record of the polling organization, house bias, and other factors.
The Silver Bulletin's a good place to go anytime the news of one freaky-looking poll comes out and gets headlines in the MSM, l…
D. Milbank is in his element! If I weren't already so sick of those hooligans, saboteurs, conspiracy theorists, and dunces, I'd read his book. Gotta think that their House majority will be gone when the new Congress convenes in January.
KH baited him over and over, he took the bait every time, and she landed him flopping and flailing on the bank. Take him out of his pseudo-alpha-male comfy place, and he's a fish out of water.
Hi @AndyJ et al
If you're not familiar with the movie, check/view the movie 'Matewan'.
Thanks, @Catch. The Sayles movie Matewan (and the W. Va. event itself) were exactly what I was thinking about when I posted. And like your post shows, bad thin…
Putin invaded Ukraine because he saw Biden as a "weak" Prez. Sure. And then, even granting that wild accusation, the administration proved Pootie wrong as wrong could be ... although FD's party tried to hand Ukraine over to Putin by refusing for mon…
The current numbers from Nate Silver's latest iteration (538 founder who left his creation after Disney/ABC bought it) here, widely considered the most rigorous and accurate polling averages.
"It wasn't until fairly recently that I became aware that I had helped build an enormous coal-fired generating complex. Who knew?"
@Old_Joe, that was the Navajo Generating Station, and it was demolished in 2020, so it's no longer messing with regio…
Thanks @Sven and @MikeW; hadn't seen that. It explains a lot about how they run it, and why it holds up so well most of the time. Still my #1 choice for a U.S. equity fund. (Conservative investor here.)
Hey @OJ, here are the very simple terms in which I understand the whole thing. The FRED high yield spread measure is the yield difference between junk corp bonds and Treasuries. (There's lots of detail on what's counted in the text below the graph.)…
@Hank: Perhaps. But had he, Trump might have picked a more acceptable running mate. In a sense, the Dems set him up by waiting til post convention.
True 'dat. Vance is the gift that keeps on giving.
Detail on that Bloom/MC poll for AZ: Harris is up 2 head-to-head, but they also did a separate poll including RFKjr, the libertarian, and Stein -- and she's up 4 when all the candidates are included. See 538 here.
Kelly would for sure help AZ and maybe elsewhere, like NV. He's a little more of a hardliner on the border, so could help swing some votes there. The other thing I'm imagining is an ad with Gabby about how Republicans support gun violence.
Pritzker…
