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.
The King of Buy & Hold
John Templeton once said, "History shows that time, not timing, is the key to investment success. Therefore, the best time to buy stocks is when you have money"
...few people invest in such a way as to g…
Investors are “asking for significant returns, and what we are seeing, perhaps because of the cultural fit between the U.K. and the U.S., is a lot of the P.E. money from the U.S. is finding homes in the U.K.,”
business/private-equity-uk
Anyone hav…
Lots of talk, a grand total of one stock as the "one investment," and never a word about mutual funds that own "quality."
That's interesting. The show took me to funds that have a large position in BRK.A or BRK.B. For example FCNTX owns both share …
Starting to read The Intelligent Investor for the first time.
- Interest rates will be a head wind for both stocks and bonds (especially LT bonds)...when interest rates rise.
- Graham Consistently recommends a 50/50 portfolio. High grade bonds and …
August 23 Episode:
The Intelligent Investor:
I read the first edition of this book early in 1950, when I was nine-teen. I thought then that it was by far the best book about investing ever written. I still think it is.
To invest successfully …
Liz Ann Sonders Chimes in on:
Why people are getting the inflation debate wrong: Charles Schwab's Liz Ann Sonders
why-people-are-getting-the-inflation-debate-wrong-liz-ann-sonders
Video Interview
Recent Comment:
SEC Chairman Gary Gensler issued his most direct warning yet about investing in Chinese companies, reiterating a call for more disclosures of risks. "When American investors think we're investing in a Chinese company, it's much more …
50 years ago, on August 15, 1971, President Richard Nixon shocked the financial world by ending the convertibility of the dollar to gold, upending the monetary and currency exchange system that had been in place since 1944. This week Nick Sargen, au…
Mentioned: ClearBridge Aggressive Growth A (SHRAX) , T. Rowe Price Real Estate (TRREX) , Hennessy Focus Investor (HFCSX) , Neuberger Berman Multi-Cap Opp A (NMUAX)
ARKathy Wood Chimes in:
“Well, I would say in any of the areas we are looking right now the multiples structure, the valuation structure of those companies is down and probably not going to come back quickly and may even go down more.” But she later…
Not part of the infrastructure vote:
Democrats did not include an increase in the federal debt limit, which will have to be passed soon after Congress returns to work next month, along with a stop-gap spending bill to keep the government open after …
Are we in a new Treasury bond bull market? New this week is an insightful report, “From cornering the market to backed in a corner” from Michael Contopoulos, Director of Fixed Income at Richard Berstein Advisors. The RBA team has generously agreed t…
Thanks @msf for chiming in. Not only do articles get things wrong, but rules change.
I like to visit Ed Slott's website for accurate information and updates on changes. Here is a link to a HSA search on his site for HSA topics (128 articles) that …
@davidmoran
So what's the point of going beyond SP500?
When it come to Large Cap Equity exposure, an S&P 500 index is a great choice. Many LC funds are nothing more than closet index funds with a much higher ER. Some LC managers differentiate th…
Mergers seem to be part of the fabric of investing and is not always a positive sign for the company, nor their investors.
- Pepsi is selling Tropicana ($3.3 B will go private)...I wondered will this benefit Pepsi shareholders. Maybe.
/pepsico-se…
I ran these two funds (I changed VOO to VFINX) to allow PV (portfoliovisualizer) to go back to 2002. I included VWINX and PRWCX to further compare a withdrawal strategy over the last 19 years. I used a 6% withdrawal rate (pretty aggressive) for each…
Are the Fed's efforts to buy bonds... bonds that I assume invest in the growth the economy... an effort to grow the tax base? Don't jobs and wages need to keep up with both the Fed's bond buying and Congressional Debt expansion?
Seems wage growth …
@rforno,
From your chart the "Lower 490" look as though they have not even made it back to Jan 2020 levels. Also, I believe historically the "Top Ten" stocks have regularly out weighed and - in good times - out performed the "Lower 490". Isn't that…
"One man's spending is another man's income"...mentioned here, regarding the long & short term debt cycles.
So might our governments debt (spending) be a component of our citizenry income and a mechanism (debt) to grow the economy?
EDUCATION BURDEN
Goldman Sachs said in a research note its one year price targets on the listed tutoring stocks would be cut by 78% on average. The impact, the note said, would be mostly due to the ban on weekend and winter and summer holiday tutor…
From your M* link I went to the performance tab. At the bottom of that page M* creates a list for your...minus the tickers. You might look at the portfolios of these funds as they may hold a considerable amount of global companies. Also, FMIJX is a …
TIPS attempt to predict future inflation rates:
with inflation, we have a really easy way to see what the market expects inflation to look like through time. By looking at the spread between the yields of TIPS (Treasury Inflation Protected Securitie…
I would not want to do that myself, but I have thought it would be the best arrangement for my wife if I go first, and I have told our advisor that.
Vanguard offers this for .3% (that's 0.3%) as well as access to Admiral shares. Minimum of $50K to s…
Block Tower Newsletters:
Originally known as “open finance”, the advent of DeFi represents yet another innovation on the rapidly evolving world of cryptoassets and blockchain technology. As with most new innovations, there is the growing litany of …
