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rjb112
Well thanks for all your great instruction and telling me about it.
@rjb112 I will be interested to see how she does when the stock and/or bond markets turn down.
@Bitzer: me too. The concern would be during a period like October 2007-March 2009, which I hope we never see again. Have you read any articles by Lar…
Look at what Eaton Vance might of had to pay Ms. Gaffney to get her away from Loomis Sayles. Talent like her's is very costly and is, no doubt, passed on its fund investors. And, since I wanted to own a fund managed by Ms. Gaffney ... Well, I step…
Raymond James is very expensive for a Roth that you may actively trade. They have a minimum of 70.00 per trade.
@2bwize11 : is that minimum $70 commission just to purchase a stock? Why so high?
What if you research and choose the stock on your o…
Look what the genius, David Tice, said in March 2010:
24 second clip
http://www.zerohedge.com/article/federateds-david-tice-not-fan-bernanke-manufactured-free-money-driven-bear-market-bouncea-se
had we listened to him then, we would have missed o…
I noticed my brokerage offers a no load version of her fund, EVBIX, but the minimum is $250K. Can I purchase this fund no load and maybe even NTF somewhere...hopefully with lower minimums?
@bee: Available at both Schwab and Fidelity, no load, no tr…
The original Burton Malkiel WSJ article is found here:
http://online.wsj.com/articles/burton-g-malkiel-are-stock-prices-headed-for-a-fall-1409178881
Are Stock Prices Headed for a Fall?
Well worth reading.
Professor Malkiel does not waste your tim…
One question is the purpose of the activity box. Perhaps it is not necessary and could be deleted thus making this whole question moot?
Yeah, I don't know why anyone would want that publicly viewable "Activity Box" or activity wall. Not sure what…
I hope others read this thread. A lot of other members are under the same thinking. I checked a few others and it's obvious they felt the same.
@JohnChisum, see if you received the PM I just sent you.
I think you have to click your Inbox to see it
Now if you click on "Edit Profile" there is a box if you want others to see your email. Mine is not checked. Perhaps that is the issue?
Mine is not checked either, but the person who sent me the PM said he could read the other PMs that had been sent…
I was quite happy to get into GPROX before they closed. And was awaiting the 'Fallen Angels' fund opening.
But now that I know they hard close all their funds, I am less than enthusiastic.
My understanding is that in a taxable account, I will not b…
Where do you read the private messages? That's news to me.
If you click on a person's name to send the "PM"......
Take a look, and you can read the other PMs that have been sent to the person.
Someone just sent me one, and didn't like the fact tha…
I thought that msg goes to the persons email address but I could be wrong.
@JohnChisum, @MikeM, please see below. When you click on a person's name to send them a "Private Message", you get taken to a rectangular box where you can send that message…
@rjb112: i don't necessarily follow mega caps.......the argument is that.......and, technically, large caps usually lead when the rally is mature -- like it is now.
@fundalarm: I haven't personally seen the original research on megacaps, but as you…
bee,
If you can tell me how to send you a Private Message, I'll gladly
discuss this with you.
@AKAFlack : just click on my 'name', rjb112. I believe that should take you to a 'rectangle' to send me a PM.
I'd like to hear all about it.
"In the…
@expat, I've been aware of that and keeping an eye on it.
It's a very good one.
Bridgeway has some interesting funds, including an interesting microcap fund, BRSIX
Thanks expat.
@fundalarm: thanks. What's your opinion of megacap stocks now, both here and outside the US. Example: XLG, Guggenheim Russell Top 50 Mega Cap ETF.
The benchmark M* is using is the Russell 1000. Category: Large Blend.
I don't have a good ex…
Interesting tidbit: interest rate in Weimar Germany in 1914-21: 5%. In 1922, it goes from 5% to 12%. By the Fall of 1923, its 90%. By the end of 1923, 900%.
German stock market at 97 in January 1919. German stock market at 26,890,000 at the peak i…
"The irony is that if you are moderately wealthy, advisory fees might be your single largest annual expense -- and you're probably oblivious to them. You diligently include an $8.99 Netflix subscription in your monthly household budget, but have no …
everything growthy, small and european has been lagging YTD. i added a percent to growthy MC and 2% to EAFE benchmarked thingies. also, put 1% into CBI. ....... i don't have any defined benefit pension waiting in the wings and capital preservatio…
"A jolt to international confidence in central banks will lead to a 30 to 60 percent market decline, said David Tice, president of Tice Capital and founder of the Prudent Bear Fund."
"This crash will be precipitated, he said, by a disillusionment …
...... down funds and whether folks were adding to their's..............whether or not it's wise to add to our laggards on the way down. Doing so runs contrary to the adage about not trying to catch a falling knife. I don't think its a clear cut c…
He did call an excellent sell signal in January of 2000, but only sold 60% of his stock allocation. Then I believe it was August when he said to buy the QQQ's with 20-50% of the cash reserves generated from the Jan 2000 60% sell. Then he later re-…
For all the years I listened to Brinker, and that amounts to around 15 years, he was very much the "stay the course" advisor. Perhaps his change of stance is reflective of a new investing environment we now face. Since 2008 it has been fast changing…
I'll have to listen to him again. I'm sure I can listen on the internet somewhere.
You can listen to the archives on ksfo.com
Choose Sunday from 1-4 pm. There is a 7 day archive of all the ksfo.com radio programs. He did talk about bonds today. …
@expatsp: I see another thread, where some Moose has switched into the EDV you mentioned! That's a gutsy/brave call with rates this low, and huge interest rate sensitivity. The Moose, whoever that is, must think the economy will slow from here. T…
@expatsp: EDV has a duration of 24.9 years! So if you are in that fund and interest rates go up 2%, the net asset value of that fund goes down by 50%. That's some serious stuff.......for that reason, I would never invest in anything like that...…
I'll have to listen to him again. I'm sure I can listen on the internet somewhere.
You can listen to the archives on ksfo.com
Choose Sunday from 1-4 pm. There is a 7 day archive of all the ksfo.com radio programs. He did talk about bonds today. …
Well that's interesting. He was against junk bonds back when but of course stocks were the sure bet too. OSTIX sounds like ASDVX which I own. He is the king of the $cost avg.
He only went into funds like OSTIX due to his conviction that interest ra…
OSTIX, duration 1.94 years. Sort of like a short term junk bond fund right now. Supposedly it has the ability to go anywhere, but M* says it has been mainly in junk bonds for many years now. Not sure how many years they have been as short duratio…
He owns OSTIX. Osterweis Strategic Income. I think M* now has it classified as a junk bond fund, but it keeps duration short to protect against interest rate hikes. He owns the Fidelity bank loan fund. And a Gundlach low duration fund. He only …
I'm out of it now but I still keep an eye on the fund. It has held up quite well so I got out too early. I was worried about the rates. At some point I will get back in once things stabilize.
Brinker got out too, because he is convinced that intere…
I should add that the BGNMX recomendation he have turned out very well. Most gnma funds did well in the 90's and next century.
Yeah, he was a big believer in GNMA funds. And they are quite good. Especially then, they were a way to get more yield t…
"do you still listen to Bob Brinker. I listen to him every Sunday for the full 3 hours. Maybe we can share some Brinker stories....."
@rjb112
I don't listen to him any longer and haven't done so for several years now. Do you remember his QQQ buy si…
