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.
"A democracy cannot exist as a permanent form of government. It can only exist until the majority discovers it can vote itself largess out of the public treasury. After that, the majority always votes for the candidate promising the most benefits wi…
Do you have an exit point or strategy? Would you let a profitable trade turn into a losing one or willing to give back the majority of your profits?
Junkster,
My thought is that this situation will last for at least 1 year and maybe as long as …
Dex, being superstitious, I hope your post doesn't mark some kind of top (low in yields) for the Treasury bond market
Not with stuff like this going on.
Gasoline dampens U.S. inflation; mid-year rate hike in doubt
http://www.reuters.com/article/20…
Dex, you're not getting any $ you didn't already have - it was priced into the NAV. Beyond being a convenient way to take out $ for retirement expenses or something similar, cgd's are a tax event only. In a tax-advantaged account, they're a non-even…
Call me stupid - I don't get it - What is bad about getting a Long Term Capital Gains Distribution LTCGD or for that matter a short term one?
I see evaluating a funds performance against the benchmark - that is a separate issue.
I understand the t…
1. All past market crashes are viewed as opportunities - if you had the $ to buy
but all future market crashes are viewed as risks - if you have money invested.
2. Most bubbles begin with a rational idea that gets taken to an irrational extreme…
OK - I guess I was wrong about market timing.
2 Timothy 3:1-5 ESV
But understand this, that in the last days there will come times of difficulty. For people will be lovers of self, lovers of money, proud, arrogant, abusive, disobedient to their p…
The chart showing the old vs new CPI does show what we thought - there is inflation not reflected in the new CPI.
I think low inflation will be for years.
They believed the demand will continue to rise and this down turn will be rather short lived, perhaps a year or two.
That is a no brainer. The world population is going from 7B to 10B in 2050 - oil will be in demand for a long time.
A 50% decline in the price of WTI crude over the past three months without any fundamental change from what has/had occurred throughout the first half of the year, and the extreme selloffs in many energy stocks and other stocks with peripheral assoc…
http://www.marketwatch.com/story/us-producer-prices-show-broad-based-declines-in-november-2014-12-12
Analysts said the weak inflation trend was likely to continue until next year.
@Dex: I'm confused ! What does Art Cashin have to do with this MarketWatch story ?
Regards,
Ted
I just wanted Art to have something with his name on it that investors would find valuable.
Jeffrey Gundlach
According to Advisor Perspectives, his 2013 projections were not all that solid.
All of professor Phil Tetlock’s numerous forecaster accuracy studies consistently demonstrate the futility of these exercises.
I don't think Gu…
Currently --- USA, China, Japan, Europe are all worried about and trying to avoid deflation.
If interest rates rise there will be external pressure for the USA to institute a VAT, slowing economic growth and lowering inflation - look at Europe and…
I think you might be interested in this. I think it is correct and you have time to adjust your portfolio.
http://www.forbes.com/sites/schifrin...dlach-king-me/
Here is the new bond king’s view of the world today:
The Fed may raise the federal…
Dex, you may get that $250 yet out of me. I had been completely out of bonds focusing on three stocks. But now in addition to them back to around 40% in the junk munis and increasing. So would love to see a close at 2% or lower in the Treasurie…
Don't know, still trying to figure out where the hell E. Asia is and what the hell it has to do with investing? Maybe DEX can help?
https://www.google.com/maps/place/East+Asia+Hotel/@22.196464,113.537298,15z/data=!4m2!3m1!1s0x0:0xa89135791d94bab3
Y…
http://www.advisorperspectives.com/newsletters11/What_Investors_Should_Fear_in_the_Permanent_Portfolio.php
What Investors Should Fear in the Permanent Portfolio
Let's slow down here - you may have some good points, but the facts are rather mixed up.
When Social Security began, it meant that a person would not be a pauper but food, clothing and shelter. Now, it means food, clothing, shelter, travel costs, ca…
Let's first start with what retirement means. When Social Security began, it meant that a person would not be a pauper but food, clothing and shelter. Now, it means food, clothing, shelter, travel costs, cable TV, dining out, internet, Obamacare e…
Inflation requires more then printing money - i.e. demand for a product or service more then supply. The people with money can buy what they want when they want it - no shortage.
