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.
@Observant1. My perception, and correct me if I am wrong,,,, is that MFO is all about ferreting out the best actively managed funds. Early Forbes tried to do that and later M*. If one believes that is possible the nimble investor would have to pi…
I am old enough to remember the Forbes Mutual Fund issue seemed to be the gold standard. The detail that mattered to me was the separate grades for performance in Up and Down markets. Keep it all year till the next edition.
You don’t need a weatherman to know which way the wind blows. Dylan. Buying food , eating out,, buying a car,,, home and auto insurance,,, medical care,,, you know all those luxury items. And you know something’s happening but you don’t know what …
@Hank. Being from Michigan like you,,,, I would agree that Giroux’s Alma Mater, Hillsdale College,, is conservative. In fact it is to the right of conservative, although that is certainly subjective. But I don’t know if one can infer anything fro…
Without intending to cast the great Giroux in any kind of negative light I have been following TCAF since its inception and it is too aggressive for this old guy. Using data from M* this morning TCAF has a higher PE than VOO,,,, a much higher alloca…
Trump EXECUTED! It’s done. He has taken control of all the levers of power and control that matter. If you asked him he would probably tell it was way easier than he expected.
@Old_Joe. Oh no !!!! You and me bro,,, on the list. As an old sixties guy I almost did a “Freedom of Information “ check on myself but it seemed a risky act. And that was before the fall of democracy. “When the day finally comes “. Might be soone…
Shithead owns the supremes, the DOJ, congress and all other levers of power. He will soon own the BLS and everything else. . He is getting away with whatever he wants to do and getting virtually no serious resistance. He can tell networks what they…
I made a promise to myself never, ever to respond to FD. But “Just keep it real. ” if the revisions were upward you wouldn’t have said anything and the king wouldn’t have fired her. I am not a statistic expert but with all the uncertainty and chang…
@Old_Joe. By the time supporters of the regime understood the ten ways they are getting hosed it will be too late to do anything about it. This regime will outlive its founder. The institutions that made the American experiment sorta succeed will…
Think about the inflation adjust on your TIPS ladder when the TBLS reports zero inflation. So no COLA on your Social Security and no inflation adjust on your “Low risk” TIPS ladder. But your cost of living will be going up at the same time. The o…
I watch the mm rate at Schwab way more than I should. It’s been moving in a very narrow range for quite a while. No trend yet. I am happy it stopped going down.
@JD…. This should be of particular interest to anyone who waits eagerly for the Social Security COLA. A fake near Zero CPI print coming from the TBLS would zero out your COLA. Don’t think it could happen?
Week by week and day by day,,,, all norms are being destroyed….the unique combination of laws, transparency, separation of powers and no king/ despot ,,,, that made businesses thrive in the United States are being shattered. All because so many woul…
@Old_Joe. Thank you for your insightful comments . Can’t thank you enough. To minimize the importance of the impact of the numbers that come out of the BLS is ignorance and to fire the messenger is the biggest story of the week. One can only imagi…
@Hank. I never heard of a tout named Stack before you brought him up as a source of market intel. But I certainly was well aware of the BLS. “To each his own, it’s all unknown. “ B. Dylan.
At FD. I generally make it my practice not to engage with you, not because we have different points of view, but because your world view is so narrow. I will make this one exception because you called out my use of the phrase “orange revolution “. …
