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Good Morning Class,
Just wondering...and to be clear I have no position in HSGFX Hussy, and returns over the past 10+ years have been turrible as Chuck Broccoli, I mean Barkley would say....last 3 years have been ok.
Pondering: I believe we are …
@fred495, yes hear you loud and clear...still a bit unease with the PQTIX etc...so many derivatives, futures, swap agreements, forward currency contracts....glass box? Black box?
Sheeet hits the fan, does it all go "Poof" or are you bigly wealthier…
So...anyone else notice that Fan Favorite, Hussy, HSGFX has now ahead of Fan Favorite Woody ARKK, over the past 3 years...?
Anyone else notice that Hussy is ahead of Fan Favorite Groovy, PRWCX for the past 2.5 years?
I know, I know, hasn't been gr…
"The real McCoy"
..how many folks in the market today have never experienced a down draft schmeissing ala 08/09' and 2001 and in 1987?
Something tells me they are about to get the "Full Monty" experience bigly....
Good Luck to All and remember, h…
Hmm. Makes you wonder how soon we won't be seeing all those goofy "Great Resignation" on line articles...getting really concernced layoffs will be starting enmasse if they haven't already.
@sfnative...I used to spend a lot of time in the Valley for business in the mid to late 90's...folks, meaning grown ups, were making things, real things, semiconductors, biotech, med device/tech etc, not fooling around like children designing a real…
@Charles Lynn Bolin...enjoyed the recent commentary...resonated with me.
Charles, how do you feel about putting monies into funds that have a somewhat "black box" dynamic to them...yes, they explain their positions but sometimes I wonder, how safe …
@Old Joe,
Ha! Remember back in the day....best signal to sell all your stock in a company was when on the quarterly love fest they said they had "a soft quarter due to the weather"...SELL...now it's "China"....SELL
Not a recommendation, just a ch…
We all saw this BS back in the late 90's...history doesn't repeat but it sure rhymes. All fun and games until someone gets hurt / loses their arse in the casino.
Talk to pilots who fly for the large package delivery services....they KNOW that a …
Hmm. @Crash, re PRFRX TRP Floating Rate fund....
Zappin/Penn Mutual
Takeaway from recent commentary
"The yield curve is flashing yellow as the market debates whether a slowdown in growth will become more pronounced. While underlying credit quali…
Africa? Middle East?
Why? Can you guys/gals even pick those places out on a map? You want to fund some of those companies in countries that violate human rights and freedoms...corruption, arbitrary arrest, disappearances, local dynamics, polit…
Posted same comments on another thread...
Seriously. Why the hell invest outside of the USA? You can get any exposure you want by selecting certain USA co's to invest in? Example: You want exposure to high tech China...instead you buy MSFT, GOOGL, …
"Sunk Costs"
Sell, learn your lesson and move on?
Seriously. Why the hell invest outside of the USA? You can get any exposure you want by selecting certain USA co's to invest in? Example: You want exposure to high tech China...instead you buy M…
Interesting....
@wxman123, @Level5...do you think that RPIEX bumped up due to possibly (I have no idea) that the fund mgr has nasdax puts on (see latest portfolio holdings)...and some global sovereigns might be doing well as some are anticipating/s…
Used to be you had to go to a major league baseball game to get "sticker shock"..."how much you want for that beer, $12 bucks? Huh?" Now you walk into the grocery store to Rono's point...and you get the same kind of sticker shock...the "huh, that…
@ken. +1
To my point regarding what the public thinks. Govt can spin it, sound bite it, fog, deflect blame,try to BS it, etc...but you cannot BS reality
Especially when you grocery shop once a week, buy gas once a week, pay utilities monthly
Inf…
Hearing March inflation numbers will be at 70 year high.... April inflation numbers likely over 10%
Seems unreal to even type that... what will the general public think about that...
Best
Baseball Fan
Team....what are your thoughts....when I lay my ear down on the tracks I am hearing layoff's happening or being planned at some larger companies, I know it seems counter to what the gist is in the media with all the help wanted signs, job openings, …
Hey Team,
Hmm...interesting comments...couple thoughts...
- watched Josh Brown's Compound Show Podcast yesterday, (btw, great podcast, he brings on some heavy hitters, relevant, fresh thinking, not same ole, same ole, keeps it real, some f bombs e…
@mark, so can I surmise that you're and @davidmoran's thoughts are that the NY Times is not also biased?
Guys, my point is whether it's true or not or somewhere in between, my position is the voters will confirm this autumn that inflation is real, …
Ball don't lie...let's stick to reality and not libereral advocacy econo-babble shall we?
"But lest you doubt that Biden, not Putin, is to blame for the pain at the pump, at used-car lots, at grocery stores, and everywhere else these days, we prese…
@hank
You seem like a decent person. No reason to walk on eggshells.
I thought I'd be nibbling in the mid50s but now I still kinda think kooky overvalued holdings of this fund
Can it get to the high 20s.
Dunno
Dumpster fire
Your last paragr…
@Simon, so help me understand....pure money grab, how so? Are they not getting compensated for the risk they took in bringing in inventory and running an effective business for their shareholders? Isn't that a competitive edge for a company...the …
Well fellas, he is expressing his thoughts (NOT name calling!) which I agree with +1 Carew388 style that he is in disagreement with your posted article as out of touch with reality for the average man on the street. He also likely doesn't care that…
Guys, c'mon, yes, kind of silly the article's comment about Canada...the author was trying to make a point..I wasn't following it closely but wasn't there talk or actual action of freezing bank accounts etc with the trucker protest...that is what I …
Yup @Bopa, I'm in and have been for a while.
I've watched the snippets of Cipollini III the fund mgr, formerly one of the fund mgr's of Berwyn Income and like what I hear. Rational thinking, talks to picking up holdings during volatility in the ma…
Hi @Crash, not disagreeing with you, not agreeing, do respect your opinion...candidly not sure of my position on Bitcoin...see blurb cut out of article by Akin Fernandez..."Bitcoin will end the weaponization of Money and financial rails must end" r…
See some talk about Bitcoin and rubles here
Some running to Bitcoin to hide assets, escape the collapse in the ruble, some to make it easier to cross borders as a refugee
Do remember my post from 2 years ago regarding high grade rubies. Don't be s…
Total cluster farce that could have maybe been avoided by agreeing to no Ukraine NATO membership instead we have evil, destruction, loss of life, refuges and we're going to get inflation like we've never seen
Heard that farmers are going to plant s…
Nah, I'll just invest according to what Nancy pelosi latest periodic disclosure report states
What was she up last year something like 70%?
Dunno, that's pretty good if true...
Maybe Krugman will write a column in the times and it will get posted…
@LewisBraham, agree with your thoughts, investments might be leaving intl/EM into US Blue Chips...
What are your thoughts re derivatives of that thinking....things could easily go wacko doodle pertaining to Russia/Ukraine/West...get even more insan…
Well,
I would say it depends on how much your portfolio value is, no? I would think if you had for convo's sake, over $5-10MM or even $500k, maybe 20% would be the most I would be comfortable with in one fund, diverse holdings as it might hold reg…