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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.

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sma3

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sma3
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  • I think people should carefully look at all angles of TIPS. I owned them in the past when inflation spiked and still lost money. As best I can tell it is the relative difference between TIPS and interest rates that determines what happens to the pri…
  • I do not think employer's can force employees to be vaccinated. Many nursing home workers refuse the flu shot despite demands from their employers
  • No contrarians? by the time it hits the NYT or Marketwatch, I have never made any money. I generally agree that this will go on a long time but I think there will be far better prices in the next few months. The market is priced for perfection an…
  • I agree that politics is an inevitable part of life, especially financial life and economics. People feel very strongly about what their money does and some feel very strongly how they make their money. Some do 9not. However, the very fact that ciga…
  • I was enraptured with Atlas Shrugged for about 48 hours in college, until I saw what rugged individualism did to the poor. Texas did not require Diphtheria vaccinations for school in 1970. Most of the poor Hispanics ( they were "Mexicans" then) cou…
  • Bought some LIT when TSLA took it down ( 7% of this ETF) I think EV and batteries have a long way to go. Although it is a single equity also bought Ballard Power I am still very low on Equities until Covid settled. Am going to spend the weekend l…
  • i use them as alternative assets that should have low correlation to the overall market, but I agree that in really volatile markets that breaks down
  • I have owned MERFX and ARBIX for years They haven't done much at all. Total position is up 6% since 1/2019
  • Maybe David can sell adds here with all the heat, posts and new views MFO is generating!! I wonder how much of this would go on if we Zoomed each other and talked in person. Anybody wanta try it?
  • I dont really think threads like this accomplish much, as no one's mind will change much. Having said that what amazes me is that the "Red States" continue to hide data, refuse to test and think the virus will disappear without killing too many peo…
  • I saw that and made me wonder if he is loosing his marbles. His comments about California tax policy and Nevada indicate that he seems very very conservative, if not even right wing He did a great job especially at FPACX but clearly now is into ju…
  • The New York Times estimates 50000 college students are infected at least are diagnosed. Many more asymptomatic cases https://www.acpjournals.org/doi/10.7326/M20-3012 you should be able to read this without signing in or if you do it is free. I …
  • look at UDN
  • I have owned TAIL as I am not comfortable buying puts etc myself. IT has done a reasonable job of dampening down the losses in my portfolio without dropping like a stone since April The nice part is you know what you get. Many of these multi secto…
  • @davidrmoran are you vacillating about who you will vote for?
  • https://www.advisorperspectives.com/articles/2020/09/07/bob-rodriguez-we-are-in-a-rolling-depression Worth reading, although you can argue Rodriguez's best days are behind him. Hard to think bonds will do much other than loose less than stocks but…
  • I too am sorry this board will not be the beneficiary of O_S sage advice, although I could never understand why he used so many funds and all A shares. On the other hand, he did seem to start many of these inflammatory threads with less than reliab…
  • I agree it is a shadow of it's former self but the articles are far far better than the WSJ, and mostly free of politics. Now that the "daily Shot" is independent of the WSJ, I am canceling my subscription. The editorials are more Trump than Trump
  • good example of fake news follow the herman Cain link to the tweet and then there is a link to a site called the Western Journal that says "A new report from the federal Centers for Disease Control and Prevention shows that in 94 percent of the …
  • I see the US market really "priced for perfection" and to stay up a lot of things have to go right. I think only about a third of the SP stocks are up for the year and most of the gains are FAANMG. Consequently if anything happens to get people t…
  • If you can find it try Black Bottle. An old scotch aficionado who worked at a bar with over 100 different whiskys loved it. I think most of the blend comes from MacCallan. I found it here in Massachusetts for around $30 Total Wine has the best pr…
  • @johnN Glad you have access to UPTODATE.COM I have relied on it for years for accurate, scientific based answers to almost all medical questions. It is expensive though, as Elsevier bought it and raised the price considerably. One of the advantag…
  • yes the first study was fairly useful but the most recent study showed a benefit at 5 days but not much at 10 I think
  • @BenWP i sold TDOC at $150
  • Off the top of my head I would think that if 75% of patients in this huge system got HCQ, there had to be something really unusual about patients who didnt, ie older sicker more likely to have counter-indications or already on deaths door, etc. in…
  • I hesitate to post such a detailed response, but I hope the following is useful to anyone who values dispassionate and rational analysis. I am a doctor, trained in Internal Medicine and clinical epidemiology and research design, recently retired fr…
  • I am in the same boat, although just retired so very wary about starting retirement with a 30% loss if things go south. I am widely diversified but have only about 20 to 25% in equities; mostly cash. It will not take much inflation to crater all b…
  • Thanks for the update. The only downside to PVCMX finding decent entry points at the march bottom and then it's stellar performance since is that Eric Cinnamond is not writing as many commentaries about stocks and the market as he used to, as he sa…
  • Why do you need to call people who disagree with you names? Many people who believe in the middle of the road politics find Trump dangerous and disgusting both personally and for what he has done to the rule of law and impartial justice in this c…
  • Any non psychotic investment advisor would look at my portfolios and shutter, but I have tried to match my overall equity and risk assets to my ability to sleep at night. I have about 20% in equities, 10 % in other stuff ( Gold, MERFX, COGIX, TAIL …
  • I am also in a quandary. I don't see Covid disappearing and I think it will cause at the best a "W" recovery. While these extremely low interest rates do sorta justify the sky high PEs we are seeing, I am always leary putting more money into equit…
  • I would worry far more about a spike in interest rates crushing bonds, especially leveraged CEFs than defaults. Avoiding defaults is presumably why you hire an active manger, not an index
  • @msf Ha Ha Ha If Vanguard were a food co-op,they would make us work a certain number of hours a month say answering the phones. The would also have to publish what they paid their top executives I have been in several co-ops over the years. Bel…
  • thanks for the reference. Regardless of the origin, people should examine facts and data before enthusiastically recommending most of the junk on the web today. Unfortunately many people do not want to seriously consider facts, hard science, or da…
  • I have chimed in before without much effect but will do so again. I don't think eliminating Off Topic will do anything other than have people post political junk in other forums. I have made my opinion obvious and try to call out this junk when…
  • the zero hedge site is confusing and loaded with adds. Publishing a book that claims to have definitive information about the worlds wore pandemic only in Italian seems a bit suspicious. If he is such and expert and has such a strong case, why wou…
  • So sad So much riding on studies which take months and years to complete, now all complicated by a jerk who cant tell a randomized controlled trial from a bimbo. I spent 40 years running and reviewing randomized controlled trials. they are complic…
  • I am a bit more optimistic. The way out is for EVERYONE to vote in such large numbers that there will be no doubt Trump is finished. Even cities that had elections with many polling stations closed ( ie Milwaukee) had large turnouts
  • I am keeping equities to close to 25% my minimum and am selling YCGEX and increasing exposure to AEDAX and MAINX and GLD Eventually the far better control of Covid in Europe has to be reflected in their economies and as the US Dollar weakens, Emer…
  • I have discovered a wonderful daily blog on politics from a BU professor Heather Cox Richardson Letters from an American Short concise with links to document everything she reports. https://heathercoxrichardson.substack.com/about https://heather…