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.
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 …
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…
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…
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…
https://jamanetwork.com/journals/jama/fullarticle/2769034
Strong correlation between early school closings and decreased cases and deaths.
But WH has already said "science doesn't matter" in the decision
I thought you were referring to the poor NYC woman who died in the first recorded great white shark death in Maine last weekend.
No one has died in Massachusetts since 2018 but they closed the same Cape Cod beach two days in a row this week beca…
I probably have more complexity than most but my wife and I have had many different jobs with their associated different type of retirement accounts. Nor do I trust any one broker so we have stuck with Vanguard Schwab and Fidelity. Vanguard is beco…
Give poor Mnuchin a break. If you made the mistake of marrying this trophy wife the second time around, you would be dialing for all the dollars you could get.
https://www.dailymail.co.uk/femail/article-8153611/Steve-Mnuchins-wife-Louise-Linton-l…
All rather useless speculation and panic. Having known many high ranking military folks ( Colonel and above), I am confident that they love their country and the democracy and while they will tell you they will follow "legitimate" Presidential order…
The Fed is stuck between a rock and a hard spot. The only way to get rid of all this debt is to inflate our way out, but when that happens, the interest payments on the debt go thru the roof. Better hope the economy picks up, but if it does higher…
https://covidactnow.org/us/tx?s=61189
This is a great site with statistics on each state and county's cases. test positivity rate, ICU beds and case tracking rate ( first time I have seen that )
Look at difference between CA and NY MA and CT, …
