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.
oh, come on, guys, you know deep-down that uncertainty is a good thing, it will once again make honest dudes of us and compel some "game tightening" before the Big Wave. You don't seriously opine for a return to the insufferable boredom that was Aug…
No no no a thousand times NO! They are currently overvalued, they are quite interest rate sensitive, and their low payment does not come close to compensating you for the risks of the investment.
Thanks, Mike. Frankly, I'd forgotten it is once again time to start looking for these reports. As a holder who continues to build position in RSIVX, I was pleasantly surprised to see that this fund does have the ability to play some pretty good defe…
@Old_Joe
"Are you suggesting, Inspector, that there is gambling going on in this establishment? Why, I'm shocked--- shocked!"
However, my conscience can be easily disabled if somebody sends me a check ...
Ha! You sound like Groucho Marx: "Those are…
@kevindow Well, for those who aren't sure what "unconstrained" means, or could mean, I think a glance at CRUMX is certainly a good place to start getting "a little clarity" on that. :)
@TSP_Transfer re. ANFLX: a good one to wait and watch and see wh…
@Crash Where did your link to the movie site go? That was super. Did you delete it, or was it deleted by the Hall Monitor's sanitation dept. because you violated an unwritten posting rule? I'm not getting it anymore (odd).
I don't know who does JG'…
Commodities are real assets. Real, as in reality--- who's into that these days?
Labor can't be easily monetized so, unless we were to bring back slavery or indentured servitude, what good is it? Far too many under-worked humans as it is.
Bring on th…
They do. Release pending review, usually 7d post (sometimes on d6 or d8). If you miss the live webcast and want to whet your appetite, you can play the village idiot, click on the registration link they will send you by e-mail, and it will still tak…
@JohnChisum Sure, let me open another tab.
OK, to register ahead of time (oh boy, you're gonna have to stay up late for this one? 1 PM PST), go to the home page here:
http://www.doublelinefunds.com/index.html
If you click on the long tab for EVENTS,…
@JohnChisum re. target of 2.2%
Yeah, fairly strong pullback today, for better or worse (depending on which number you care about); and (as usual) WSJ, Barron's, Bloomberg reporters, the usual suspects, were quick to rush in with "explanations" (almo…
@JohnChisum Here is a summary of the Gundlach appearance on CNBC, by Reuters:
http://www.reuters.com/article/2014/11/24/us-fund-investing-gundlach-idUSKCN0J81XD20141124
I was unaware The Mutual Fund Observer was anything but an "it." Does this mean The MFO has been granted person-hood? When, if ever, can we expect him/her to break the long silence and finally express an opinion about something? So many questions. M…
If it's a choice between leaving it as is (a-jumble yet useable) or instigating an autoimmune arthritic process from overuse of the Ctrl-C and Ctrl-V fingers, then by all means leave well enough alone. But if you see better possibilities, and you th…
@MaxBialystock It is regrettable you did not take my suggestion. You were speaking to the Big Kahuna, the chief compliance office for ALL Mathews funds. Prior to Mathews, he did this for 10 yrs @ FranklinTempleton. If you had simply heard him out (h…
ok, ok, ok, I see what Ted and IE were getting at now. Forget the locking in as Announcement idea; that still leaves everyone the now unwieldy task of scrolling thru page after page after page to find the fund they're looking for. All that has yet t…
@scott Oh, I'm sure the exchanges involved are giddy. Fear, wild swings, HFT uber alles, opaque price discovery, speculation, successful gatekeeping/blocking of any regulatory supervision changes at the CFTC, dark pool derivative revving--- you bet …
@Ted That could work. However, if "one" were to scroll down all 4 pages (and headed for a 5th soon), "one" would note a goodly number of other contributors in addition to Shadow, i.e. it has been a collective effort. If these "comments" were elimina…
@MaxBialystock
Your e-mail pretty much covers the ground, with all the essential questions anyone could hope to have answered in this situation. However, to me, it seems unnecessarily strident and kinda punchy, sort of "I have been wronged, and I de…
We're all still here and more or less together
And, for the better and worse, that's what really matters
Far far more than what's on all the silly platters.
I hope this doesn't foreshadow a 1986 "deja vu all over again." So many of the small drillers, esp. the shale oil ops, are severely (over)leveraged; if OPEC drives oil down to $60 ...... many could be crushed, there could be more than a few blow-ups…
@expatsp yeah, that's my thinking, too. While I understand the attraction of KKR for Ted et al., I think I'm going to wait for a little more of a pullback in OAK and have that as my first major position in private equity, though.
As Charles may kn…
@LLJB Sorry for somewhat highjacking your thread, LLJB. Are you getting anything outta this back-and-forth? Yes, most all of what they write is a bit too sanguine for my taste, but it has been this way since Mathews' inception--- never too effusive …
@MJG Well, if it's available on THE Yale Record, the 140 y.o. "ancient" student humor magazine of (though not affiliated with) THE Yale University, it would have to be extraordinary! :)
@JohnChisum "is this a new tax law?" I was wondering the saaaame thing....
Manoj (Tito) K. Pombra
Chief Compliance Officer
He would know. Perhaps, with a nicely-worded e-mail (if we can find the address), he would be able to explain the When and…
Jez don't ask too many a question
'Cause it gives us an indigestion.
And, if you just can't help yourself and do.....
Well, maybe KKR just isn't right for you.
http://www.nakedcapitalism.com/2014/11/private-equity-kingpin-kkr-threatens-iowa-pensio…
Well, that will teach me to be sure of anything in the MF world!
@MaxBialystock
Sorry, Max. I recall, several months ago, that JC saw some things, from his vantage on the ground in the Phillipines, that had his instincts tell him to "sell all" of hi…
@Ted
You just put on that expensive, 2-pt Napoleonic hat of yours, take a couple of classes at the Monty Python School of Silly Walks, and nobody's gonna mess with you, buddy!
Given the rigorous proofreading to which all documents are subjected prior to their release by MF families, and given the rarity of numerical mistakes one finds in data posted on MF websites, I realize this is way out there.
But do you suppose this …
@MaxBialystock
Given its make-up, I'm sure you'll be getting a dividend. And I'm sure Mathews would be willing to calculate what that will be for the 4th qtr, if you'll give 'em a call and tell them what the precise currency exchange rates will be, …
But things have changed since Harry's time. A grateful nation takes care of its veterans now, because nothing says "Thank you for your service" like a 24/7 automated hotline service that a vet in need can call when he needs help:
http://pubrecord.o…
