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
Totally agree. Many of his supporters will regret they voted for this man.
Watch out for the shadow president: Russell Voight, one of the author of Project 2025
Many consumers wants gas guzzling SUVs and trucks without considering the gas cost. So he is appealing to the general mass. When i see increasing car loan delinquency, these folks are making poor choices. As consumers we have choices to make.
These are the signs of the onset of dementia. His niece, Mary Trump, describes his mental decline that follows his father, Fred Trump’s footsteps. The family medical history is well established.
Show us the MRI images and have the real doctors cr…
All retailers should joint in a class action lawsuit. The tariffs in fact is another tax impose on the US consumers.
Higher grocery prices have led this administration to reduce tariffs on certain food group. Who’s brilliant idea of these tariff…
Situation got so bad that Yieldstreet name was hurting the company, so it changed its name to Willow Wealth last week. Web searches for Yieldstreet lead to URLs for Willow Wealth.
But one thing didn't change - continued investors losses from priva…
Remember that Tesla have had several accidents of hitting pedestrians on sidewalk. Hopefully they have improved on it since then.
Waymo is widely used in major cities in southern California. Toyota is partnering with Waymo to expand their self dri…
@yogibb, i appreciate your contribution to this board as a whole. There is always something i learn and to expand my horizon of what others are watching. So, thank you.
@Crash, just don’t tell JD Vance about turkey who apparently dislikes turkey. Here what he said to the troop.
“Think about turkey,” he continued, before taking the speech in an unexpected direction.
“Who really likes ― be honest with yourselves …
We are traveling. So it presents many opportunity to explore other cuisines. Tonight our family will have Thai cuisine to celebrate Thanksgiving. Always enjoy savvy and spicy dishes. Last year, we had Indian cuisine and it was delicious.
Exactly ! I listened the podcast and read the transcript. Mr. Jacobson explains the complexity of the bond universe and how active management has greater probability to out-perform their respective indexes. It is refreshing to have an established…
The question is not IF but WHEN will China make their bold move. The trade war already started with this administration, and that is far from being finish.
@sma3,
Good idea of having more than one major brokerage just in case. Will explore Schwab after hearing great things here. Otherwise, we do banking outside the brokerages for convenience and other services as @catch22 mentioned.
European are excluded from the discussion. It is highly likely that many of Putin’s demand is in this deal. How to rebuild Ukraine post-war with so much damages?
Thank you.
crypto facilitates anonymous transactions that don’t leave a paper trail. Such transactions aren’t necessarily criminal, but many are."
Isn’t that another way saying money launching for concealing money source for illegal activities.
Thanks for sharing @Old_Joe. Someone said this AI-mania ended worse, much worse than that of the dot-com bubble.
Here is a piece I read from NPR (there are many others i come across). Short excerpt:
There is reason to be skeptical. A growing bo…
We have been Fidelity and Vanguard customers since the 90’s. Both firms were my 401(K) administrators with different jobs we had. Two years ago, we consolidated most of our Vanguard’s IRA accounts to Fidelity for ease of management. While Vanguard …
Thank you. This excerpt id from one of the comment below.
This is also why public trust in government is at an ATL. Trust is directly correlated with how honest and trustworthy the government is
ATL = all time low
DFA is way behind Blackrock and Vanguard on their ETF offering and $ flow. Unless DFA has some unique competitive advantages (performance and ER) over these dominant players, it is all uphill battle from here on.
For someone who wear a cross pendant, Leavitt is a hypocrite and defies all christian values. How can she not stand up for women and go ahead to spread more lies. Same goes for all GOP women who fail to speak up for women.
Today’s market is up due to the increased chance of rate cut in light of weak labor market. Quite honestly, cutting rate will not promote more hiring and less layoff. Companies are uncertain of future investment due to the tariffs.
Big Bitcoin ETFs are IBIT (AUM $75.4 billion)) and FBTC (AUM $18.9 billion).
Here is the largest holders of IBIT.
During the previous two years, 1,621 institutional investors and hedge funds held shares of iShares Bitcoin Trust ETF. The most he…
The TACO trade has reversed direction on selected food items from Brazil on coffee, coca, and beef, as the outcry on high food cost. Realistically, he only cares that his approval rating is falling to all time low.
Donald Trump on Thursday remove…
Thanks everyone - good information. Where can one hid from this AI-mania ? Money market fund?
Edits after NVIDIA reported great sale number yesterday after the market close, one would expect the market to rally. It petered out by noon, and S&a…
CME group says there is 33% probability that a 25 bps rate cut will take place. Many things can happen between now and December FOMC meeting. If labor market worsen in the busy holiday season, that is a bad sign. At the same time, inflation is inc…
Clearly the man is a misogynist who lacks respect and decency toward women. In addition, this is not the first time he offended and violated women, namely Jean Carrol. Can’t understand the women who support him.
Yes, Rajiv Jain has been there before. We may not see that AI companies may lean into private debts as Osterweis Strategic Income pointed out. Things can get ugly when things go south quickly.
We have been reducing equity exposure since Septembe…
Thanks for the update.
Active managed stock funds typically range from 0.30 - 0.80% with int’l or global exposure may add another 0.1-0.2%. Vanguard active OEFs are pretty low in the industry, so there may not be much room to work with. The range…
A short summary based on the link posted above:
VUSV (ER 0.30%) will use Russell 1000 value index as the benchmark. Close cousin OEF is Vanguard Windsor fund
VUSG (ER 0.35%) will use Russell 1000 growth index as the benchmark. Close cousin OEF is …
Once retailers raise their prices, it is highly unlikely to rollback the prices. Perhaps a penny or two. The tariffs is a broad-based tax on US citizens and the administration knows that. Now that there is ample evidence of rising prices, the Admin…
Matthews Asia was a fine asian focus MF shop and many folks invested there. Don’t think that is the case today.
Invested with Andrew Foster’s fund and now at the Seafarer funds. Much happier.
Thank you. Good interview. Joe Davis has released a new book, Coming Into View. .
="https://corporate.vanguard.com/content/corporatesite/us/en/corp/who-we-are/pressroom/press-release-new-book-coming-into-view-how-ai-and-other-megatrends-will-sha…