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 can imagine the sign-off, "hold harmless" agreement that will have to be signed to attend a 107,000 fan football game at U of Mich. HA........no thank you.
Early football training camp at Alabama and Arkansas already have positive Covid tests. Go…
Hi @hank
With what I will state were more normal periods for bonds and their yields; that if the Fed. is going to further intervene in attempting to "adjust" the yield curves among Treasury maturities, I've lost my view of real demand by the remaind…
Payroll protection program........workers off payroll and then back on payroll, but not at work location.......................where do any of these numbers find a place in the BOL data??????
Hi @Sven The AAA bonds????? If that is your question. Sales went to cash, to await another play day. We still hold healthcare and tech. equity....didn't sell in the recent melt. Have not performed the math, but we'll be about 38% cash MM, 32% BAGIX …
Hi Ron,
Thank you again for your insights.
The power of big money continues, whether we individual investors; many times, can't quite digest the current or forward impacts.
I'm not knocking the big money flows, as they have their business and cust…
@davidrmoran and @linter
I don't recall seeing any daily/weekly trade(s) conformation here as to what is stated by @FD1000 for his account(s) returns.
This is non-verifiable.
Today would be a good starting point until the end of the year, to v…
'Course, you know too, msf; the phrase "that your mileage may vary" applies to "open".
I need to place my own restrictions as to what I consider open for me, due to the AGE circumstance. If I was an investment asset and with the COVID survival rat…
But, still the same situation as from 2008. To maintain the credit areas.
To support the bond market, which is the financial blood that flows through and is the life support of the equity market.
If one doesn't have a need for a RMD for current needs; I've suggested to those I know that the RMD shouldn't be taken until just prior to the calendar year end (the old RMD rule). Let the money grow through the entire year. Yes, you're going to be …
Hi @rforno
You noted: " in 'safe' bonds earning piddling amounts"
Is/are the piles of debt too large across most bond areas? Yes. Will a day of reckoning arrive to blow up the debt markets? The potential exists.
Are some bond areas not earning the…
Hi @kings53man et al
A quick look at a plain, active managed long term Treasury fund, being VUSTX vs SP500 starting at Jan. 1999, which includes all distributions.
So for China, Japan and the many others who hold our U.S. Treasury debt, they d…
Hi @davidrmoran
Kinda tough placing a standard HY fund against FAGIX for a compare. Over the period of FAGIX existence, the fund usually has an equity exposure of 15-20%. An unusual HY fund.
PHYZX appears to be doing some other magic in the cash …
Hi @LewisBraham
The post is placed at fund discussions, and the purpose is to help with looking ahead to our economic future and what may or may not be investment paths going forward to help protect one's family, financially speaking.
@FD1000
Absolutely. One must remain flexible and adaptable, willing to take time to study and observe. Perhaps most of all, remain curious. When these desires leave, then the decision arrives as to perhaps a desired conservative allocation fund; and…
@dsuttr
The below chart offers a small example of VFINX vs WHOSX, 1999 to present date.
***Note: both charts are total return, meaning all distributions included.
Chart
This period covers, with a little extra; the 20 year period of the article…
johnN
You placed the below information at Old_Skeets barometer thread, but I'm not going to clutter his thread with my request.
virus data may not be that deadly after all the precautions measures implemented. Some predict maybe 0.45-0.9% death ra…
Morn'in.
Treasury issues have trended positive pricing overnight, with the normal swings; not unlike overnight equities. Currently, the yields remain lower. It this trend sticks, as well as UP equity; we'll have a decent day all around at the fini…
Hi @Puddnhead
No, not a point of a contention, no contest; just a viewpoint. Many paths forward, eh? This is easy enough to see/read here, about all the pathways. Not unlike all of us here having to meet in Kansas City, from where we live........ma…
@MikeM and @Puddnhead
You're probably both correct about some bonds, at some point in the future.
Until that point:
Below, week ending April 24 with YTD only:
These below are AAA credit, except Other.
--- MINT = - .57%
--- SHY = + 2.8%
--- IE…
Witness (tv) to all of this, the comments, etc.
Thank you to all who have added to Lewis' post to help us make it through these trying times, and I'm not writing about COVID.
I had a big smile on my face while reading.
Good Evening,
Catch
Although outside of the topic of this thread, but in reply to the block quote:
@Crash
You noted: "And we should not have to invest in JUNK in order to get a decent income stream, each month..."
You don't have to invest in a high yield bond fund f…
@Bobpa
They're all HERE beginning in 2003 (except CBUZX, which couldn't be identified to chart). They're not twins/same style, some have loads, unless you have a way around that (i.e., your brokerage). There has likely been management changes over…
Inflation? My starting point, from decent definition: Inflation is a measure of the rate of rising prices of goods and services in an economy. Inflation can occur when prices rise due to increases in production costs, such as raw materials and wages…
Hi Charles,
We follow both ARKK and ARKG. ARKG whatever you need to know is HERE.
ARKG is more towards where we've traveled, being a sector of the broad healthcare area, although ARKK is an interesting area of tech. related, too.
We're full up o…
Hi Lewis,
I've watched this from the early days. I take a picture from the laptop screen everyday.
The global map and then zoom in to the Michigan map.
I've maintained this...........but, it sure is damn depressing.
ALSO, the "dots" have changed …
Hi @MikeM .................... at least I'm 50% sure of that!
Now you're beginning to sound like you're ready for daytime investment television. :)
I think we need to get you some inside contact folks.
I'll add this to my quote book of 2020 i…
Thanks, OJ. Watched some of this in the morning on Bloomberg for the May contract, which finished with a bang.
Someone's money pile is smaller this evening, eh?
A pretty color chart for WTI/NYMEX
