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 wanted to re-post some of the article's comments and additional links
Rule Based Investing & Retirement Spending:
Freeze Rule: In any year when the portfolio has shrunk due to market losses, we freeze the withdrawal amount, not taking any i…
Thanks @ davidmorn
I am also intrigued by Pfau's & Kitces studies that suggest:
In a world where the conventional wisdom is that retirees should reduce their equity exposure throughout retirement as their time horizon shortens, this research su…
The Rubrik's Cube of Vaccine Manufacturing:
Globally, vaccines are manufactured across drug firms’ existing networks and often need to pass through several countries - and even between continents - before they are ready to inject into arms. Within t…
The original Chinese government story, that the pandemic spread from a seafood market in Wuhan, was the first and therefore most widely accepted theory. But cracks in that theory slowly emerged throughout the late winter and spring of 2020. The firs…
Andy Lane has managed the construction of enormous facilities for extracting and transporting natural gas, in places like Trinidad and Indonesia.
Now he is working in his native England, taking on a complex and expensive venture that essentially ai…
Related Article:
Don’t put all your eggs in the yield curve control basket just yet
Many believe that the recent rise in US treasury yields has crept up on the Fed policy radar and that the natural next step for the Fed is to hint at and eventually …
A need for Low Dead Volume Syringes (which would provide a 6th dose out of every vial).
Pfizer spent months working to extract sixth dose from vials as vaccine production shortfalls loomed
The company’s lobbying efforts succeeded. On Jan. 6 the FDA…
New side effect... PFE will get very rich.
Bloomberg article on Pfizer's roll out of their vaccine in Israel and globally.
Pfizer has supplied 95 million doses globally. It’s executing on one of the most ambitious scale-ups in pharmaceutical histor…
Understanding a Fed tool called "Operation Twist"
Mark Cabana, head of U.S. rates strategy at BofA Securities, wrote recently in favor of bringing back Operation Twist, saying "the Fed is simultaneously losing control of both the U.S. front end and …
Great article @Mark
Unpacking the carbon emission problem into components from mining (materials) to manufacturing (vehicle components) to energy Production / Conversion, distribution, storage, grid back-up, maintenance, recycling...lots of places …
Buffet's Warning on Owning Bonds:
Can you believe that the income recently available from a 10-year U.S. Treasury bond – the yield was 0.93% at yearend – had fallen 94% from the 15.8% yield available in September 1981? In certain large and importan…
Treasuries yields, Inflation and the Equity Market:
trillion-treasuries-mystery-is-bedeviling-global-markets
The Merrill Lynch Option Volatility Estimate (MOVE) Index:
Many of us are familiar with the VIX Index, commonly referred to as the “Fear…
The road to carbon neutral may require carbon to be driven forward...
At a time when most major companies are working on plans to cut their carbon emissions, one of the darlings of green investing is working to increase its emissions footprint.
Y…
There’s that...YTD their 3 year old fund is in the top 4%...hoping others find value in what appears to be a well written article along with a few other finds.
GreeNews:
Oil Trade Group Is Poised to Endorse Carbon Pricing
oil-trade-group-considers-endorsing-carbon-pricing
Mining magnets: Arctic island finds green power can be a curse
arctic-island-finds-green-power-can-be-a-curse
These-bond-funds-and-bond-etfs-are-now-among-your-best-choices
the most widely owned bond fund category, intermediate term funds, often called "core" funds, have generally averaged more than 6% annualized over the last two years. Not bad, especially…
Government Bond Yields Have Surged, but Real Yields Are at Zero:
Government bond yields have been rising steadily for the past three months, but they went parabolic in February. The yield on the 10-year Treasury touched 1.6% yesterday, up from 0.9% …
A $50 Billion Unwind Fueled Treasuries’ Rout. It Has Room to Run
(Bloomberg) -- A chaotic selloff in the Treasuries market was spurred by a massive exodus from popular trades, heightened by liquidity concerns that could inflict more pain in coming d…
Interesting Read:
Yield Curve Steepening, and Small Caps
Right now, longer term rates are rising, while the Fed is keeping the short term rates low. That means the yield curve is steepening at a rapid rate. That should mean a continuation of small…
Momentum Indicates Stock Price Strength:
investopedia.com/articles/technical
The relation between value and momentum strategies:
Simple value and momentum strategies often end up with opposite market positions. One strategy succeeds when the other …
Munger of Novice Investors:
“It’s most egregious in the momentum trading by novice investors lured in by new types of brokerage operation like Robinhood and I think all of this activity is regrettable,” Munger said Wednesday at the Los Angeles-based…
Cathie Wood Funds Hit by Biggest Investor Outflow on Record
Fund just recorded worst two-day decline since September
Buy the dip?
https://theirrelevantinvestor.com/2021/02/23/buy-the-dip/
File Your Federal Taxes Online for Free:
Free File is now open!
Welcome to Free File, where you can prepare and file your federal individual income tax return for free using tax-preparation-and-filing software. Let Free File do the hard work for yo…
Feb 20th Episode:
Beyond Diversification: What Every Investor Needs to Know About Asset Allocation:
On October 28th, Sébastien Page and Chris Dillon discussed principles from Sébastien’s recent book, “Beyond Diversification.” Sébastien combines…
Interesting Article:
The 27-Year-Old Who Became a Covid-19 Data Superstar:
covid-pandemic-how-youyang-gu-used-ai-and-data-to-make-most-accurate-prediction
His Website:
https://covid19-projections.com/
From @johnN link:
Two BNT162b2 recipients died (one from arteriosclerosis, one from cardiac arrest), as did four placebo recipients (two from unknown causes, one from hemorrhagic stroke, and one from myocardial infarction). No deaths were considered…
2/12/21 Episode
Topics:
Diversification works well...when you don't need it.
- Stay invested for the long term.
- Diversify for the upside, not the downside.
- How do treasuries and bonds help investors stay invested on the downside?
- Risk Mana…
Using MFO search feature, here's FSMEX. I continue to own this fund as I prepare for hip replacement surgery. As @rono would say, "Own what you buy."
https://mutualfundobserver.com/discuss/search?Page=p2&Search=fsmex
If you are open to the idea of Basic Material VMIAX has performed very well. It's top 10 positions make up 50% of the fund, but it covers 115 companies that are in the Small, MID, and Large Cap space. ER is .10%
VAW has no minimum.
