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.
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Sven
Lynn,
Thank you so much. I am planning on a 3-year ladder since I am a year away from retirement. Lots of spreadsheet work to calculate the income replacement needed. This ladder will create a steady income stream. So thank you for all your help.
I moved back to high quality bond funds this year. Some of which you covered in the SA article. For now, I will stay with agency bonds to the bond ladder. I will pick active managers for corporate bonds.
Sven
He was slurring his words, and it is getting worse. The call to invoke 25 amendment is getting louder for good reason. Ronald Reagan was kept away from the public when the administration realized his mental capability has serious issues.
This is not over, just a pause long enough for him to realize how the Greenland negotiation will be long and challenging. I envision some lease agreement to expand US base(s) for security purpose.
Next target is Canada, Cuba, and Mexico, because…
We are unwinding our gold position slowly after a meaningful gain over last several years. Gold is near $4,800 per ounce. Gold does not produce earning and dividend, but it serves as a trading instrument in this environment.
So now all US citizens are more at risk on identify theft on behalf of DOGE. We have our credit frozen a year ago so that no one can open new credit cards under our names.
A giant replica of Trump’s birthday card to his good friend, Epstein. You can sign the card too, just like the president.
https://globalnews.ca/news/11620951/donald-trump-jeffrey-epstein-birthday-message-replica-protest-washington-dc/
He's now threatening tariffs on Macron/France if they don't pay-to-join his liddle fake UN club* for $1 billion. If SCOTUS was smart, they'd see this clown is far beyond using tariffs for any legitimate national security purpose (which he repeatedl…
If it is about national security, this administration is not negotiating with Greenland and Demark properly. Respect must come first in real negotiation, not threats. Leasing part of Greenland is possible just as many Pacific islands have done that …
EU has been prepared for this conflict. They have designed a “trade "bazooka" known as the anti-coercion instrument, which would allow the EU to severely retaliate against many US sectors including technology that do business with Europe. We will …
In just a year since his second inauguration, Trump has torn apart the work that took almost a century of struggle and painstaking negotiations from the world’s best diplomats to build. Since World War II, generations of world leaders, often led by…
@crash, i made a mistake on my statement above (correction made). Capital preservation is #1 objective. BTW, i invest with D. Sherman funds as they have done well and minimize the risk. At Fidelity, they charge $49.95 for initial purchase. Additio…
Speaker of the House Johnson just stood silent. This tactic just encourage China to invade Taiwan.
Europe has a trade weapon specifically created to defend against political coercion quickly and forcefully, and as Mr. Trump’s threats sank in, po…
As the world is changing rapidly, the political stability (not including their currencies) of many foreign countries have improved while US has worsen! As investors, we would like to invest where there is a better likelihood of “return on of my mo…
First time to listen in Chuck Jaffe’s interview. Great discussion on investment strategy by professor Snowball. More food for thought toward the end of the interview.
That $3 chicken meal looks pretty sad and it looks worse than dog food. These people never shop at grocery stores.
McDonald may have to rename the BigMac to miniMac for half of its size. A BigMac value meal is advertised at $9. That is nuts!
We track PRCFX since inception and it does confirmed @Crash’s conclusion. Also there is no diversification benefit from the Mag 7 stocks exposure.
As i have posted on this board previously, other asset classes including developed and emerging ma…
Listened to Brother in arms by Dire Strat this morning. The haunting lyric depicts the Falkland Island war.
https://music.youtube.com/watch?v=dZXlQp0aKPU
Dan Ivascyn also thinks diversifying beyond the U.S. is a good idea.
"Dan Ivascyn, chief investment officer of Pimco, told the FT that the $2.2tn fund manager
was 'diversifying' its portfolios as it contended with the US president’s rapidly changi…
Any hint of not able to meet debt payment, the credit worthiness of treasury will be affect negatively. Next move, another rating downgrade by credit agencies.
https://pgpf.org/article/moodys-downgraded-its-us-credit-rating-and-warns-that-recent-p…
Having two co-managers working with Romick for over 10 years gives confidence for the future investment. In addition, Landecker and Selmo run the FPA Equity fund FPAG, a global ETF without the fixed income component. We pair FPAG with FPA flexible…
Great job, @Old_Joe! I too earned a few dollars too on gold, silver and their mining stocks. Any thought on uranium due to energy demand from data centers?
Lower fee has been a big driver for ETF growth. Now there are more actively managed ETFs available. Not have to paying the transaction fees is always welcoming.
Some firms such as Dodge & Cox may offers ETFs too in the future. Other smaller…
Thanks @Mark. Mr. Schafer laid out the historical facts point by point of science and healthcare to RFK, knowing the rest of the world will see the entire story. RFK is beyond ignorant on how modern medicine improves our lives and longevity.
No worry. We are about to put boots in Iran to assist their freedom. Good time ?
Do you trust government data these days? I see dollar trade is moving away from the greenback for good reasons.
The CNBC title is a click bait. A long way to go when the deficit is $38 trillions. Annual interest alone is $984 billions.
See link below for the real time debt:
https://usdebtclock.org/
US is now running with debt to GDP ratio of 124% ! Debt…
Several former law enforcement officers stated Ross put himself in the harm’s way by putting his arms inside a vehicle and standing in front or the back. He got hurt years badly ago when he was dragged by his arm inside a moving car. Yet he never l…
I agree with @rono. In addition to the heavy grade oil, rebuilding the oil infrastructures requires personnel safety and Exxon understands the risk and reward equation. VZ is not a friendly place to do business after Maduro. Who else would step up …
Watch out for callable CDs longer than one year. There is likely more rate cuts in 2026 and that increase the likelihood to these callable CDs to redeem before maturity.
My experience on food inflation is munch higher than 3.1%; more like 30% in 2025 ! That is from comparing grocery store receipts from a year ago and today prices.
Over Christmas holiday, we experience restaurants and lodging also went up double…
The man is owned by oil industry and he is lying again.
Offshore wind energy has been widely used in the North Sea to power many homes. Glad to see the rest of the world is catching on the benefit of renewable energy generation.
@msf, i stand corrected on my earlier statement.
But does Congress have the capability to pass any legislation these days? the answer is no!. So far, congress defers their authority to the President. Who actually represent the wills of the peop…
It is hard to swallow high ER’s when active managed funds fail to outpace their benchmark more than 50% of the time period. So why not indexing, especially large cap funds? Consistency is not easily to quantified. I use MFO Premium to look at th…
The mid-term election cannot come early enough. In the meantime, people like you and I are susceptible to these random violence in public space. Is this Kristallnacht all over again?
These moves are deflecting tactics on Epstein files that were suppose to be released. Guess someone is busy redacting the documents.
Isn’t he over-stepped his authority ? That is reserved for the CEOs of the banks. Banks in the public markets a…
