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.
Top Executives
Name Title Since Until
David R. Giroux Vice President 2006 Now
Jeffrey W. Arricale Deputy Director 2006 2007
Stephen W. Boesel Managing Director and portfolio manager 2001 2006
Richard P. Howard Senior Vice President 19…
Inflation is hot, and Trump is saying he wants the rate cut to 1%. I wonder what that would do to longer rates.
Well. Methinks he's going to have to replace more than one voter to get there.
And yet, the 12 month return on SPY is 33rd on my watch list of ~95 US equity funds.
At the moment, the top five are VVOIX, BSCRX, CGDV, WTV, and AICFX. I have to go back ten years to get it up to 14th.
I'm not feeling the need to do anything at the moment.
Time will tell how I'll feel if/when we have a budget bill and a new debt ceiling. And by then there may be interesting new numbers on inflation. I doubt there will be anymore certainty on tari…
FAFO = f****Around and Find Out. This describes this administration’s trade policy and their lack of expertise. Peter Navarro, Howard Lutnick, and Scott Bessent are no match to these of the foreign trading teams.
Thank you for the definition. :)
My wife and I have often thought that not even the greatest of ancient kings and rulers were able to enjoy the vast selection of excellent fresh fruits and vegetables that we enjoy, often year around from different countries. Sometimes expensive, y…
A pound of organic baby spinach is a mere 6 bucks per pound down the streets at Sprouts. No doubt it's cheaper across the street at Aldi where it might not be organic. But I live close to where these things are grown.
Prices on a lot of produce ite…
I feel like there are too many known unknowns. And I know I'm not a trader.
In the meantime:
The taxable account is as fully invested as it ever was.
The IRA has mostly gone to money markets and short duration bond funds that are supposedly perf…
Thank you for the time you put into your response @msf. I always appreciate it.
I had a feeling it was going to come down to eyeballing the allocations the old-fashioned way. At the present time it's not like I have lots of alternatives to wade thr…
WOW !!!
Now that's very scary.
Should we be surprised that machines are amoral nihilists?
Oh wait. They're just misaligned.
Gee, Officer Krupke, we're very upset
We never had the love that every child oughta get
We ain't no delinquents
We're mis…
We'un's in Arizona would like to thank y'all back in the old country for your heat dome. We've got a nice Pacific trough parked over us keeping the temps unseasonably reasonable. I don't think we broke 100f today.
I've already done my selling. Not …
I've been looking through LC Bl funds that have done well over the past three years without having gorged on the Mag 7, while also having turned in good performances YTD. Ideally I'd also like them to have more than a smattering of foreign stocks (…
The Legal List idea is kind of outdated now. It was replaced in most jurisdictions by the Prudent Investor Rule, especially after the Uniform Prudent Investor Act was adopted by most U.S. states starting in the 1990s. As Modern Portfolio Theory bec…
Seems to me that Iran wouldn't have to do much at all to convince commercial shippers that they don't want to take the risk of transiting the Strait.
There goes the TACO trade.
I would think that the Strait is exactly how we get drawn in further,…
Seems to me that Iran wouldn't have to do much at all to convince commercial shippers that they don't want to take the risk of transiting the Strait.
There goes the TACO trade.
CNBC has a story up about Japan's efforts to insulate it from China: Dinky linky. You may need to turn off your ad blocker to read it.
Pull quote:
Gracelin Baskaran, director of the critical minerals security program at the Center for Strategic an…
The Legal List idea is kind of outdated now. It was replaced in most jurisdictions by the Prudent Investor Rule, especially after the Uniform Prudent Investor Act was adopted by most U.S. states starting in the 1990s. As Modern Portfolio Theory bec…
I do not know but I am 99% certain that CGCV is the ETF version of AMFFF, minus 31 basis points of ER.
There are some differences, at least in the first ten positions on the M* quote page. CGCV holds more cash and has Marlboro (PM) in the tenth slot…
@WABAC why AMFFX and not their corresponding ETF, CGCV?
No particular reason to begin with. Funds accrete over time, and some slough off after a while. There are only 100 spaces, and I like to keep five open.
But now that I think about it, the OEF…
AI analysis always reminds me of the sort of stuff humans of my age generated in college papers that were required to fill ten pages when the human didn't really have much to say after two pages.
I have no idea what college students have to churn …
If you're a fan of Hyman Minsky maybe you're watching the speculative leverage going into the market. I didn't see much chatter one way or another when I googled stock market leverage.
I might be looking in the wrong places though. With the vast b…
Individuals and family groups can also invest with Bowen, Hanes & Company.
The minimum required investment is not disclosed on their website.
"The firm operates according to a carefully formulated strategy, and is dedicated to our primary missi…
Moody's says watch out. Per Reuters:
The rapid growth in retail investors, who put their money into private markets, could create liquidity and asset quality risks, Moody's Ratings warned on Tuesday, highlighting potential vulnerabilities within th…
My plan to calmly reply calmly, requesting documentation that the recipient received this pension before providing them permissions or anything else. only 1099s , 1040s, and official financial statements from the source will be acceptable for the …
It would be painful If China shut down REE trade completely. OTOH, their monopoly on production means they have to export enough to make it financially infeasible to motivate production/recycling in other countries. As it is, I think the cat is out …
Those concerned about DOGE may want to look into whats happening to the Critical Materials Innovation Hub at Ames National Laboratory, which is also sponsoring research at Oak Ridge National Laboratory that was licensed by the Caldera Mine project i…
...
Having said that, US government need to face the question on rebuilding the entire infrastructure from sourcing (raw materials) to manufacturing (finished products) of strategically critical materials domestically. ...
Do you mean "infrastr…
WABAC,
the request is for any\all pensions, but correct, am unable to send proof of non-existent pension.
(thanks a lot, philosophy!)
A few other thoughts: Maybe AARP? https://states.aarp.org/alabama/
There might be other local/state agencies or NG…
I think @Anna made a good point about contacting the local congresscritter. Of course it would depend on what sort of constituent service operation they have. If they can't help, you can always try the senators.
The whole thing seems hinky to me. W…
China today is facing deflation pressure as they tried to increase local consumption on goods that are aimed for export. It is not working well at all since the local demand is way too small. Remember their middle class consumers is nowhere the siz…
It would be painful If China shut down REE trade completely. OTOH, their monopoly on production means they have to export enough to make it financially infeasible to motivate production/recycling in other countries. As it is, I think the cat is out …
HI WABC
I’m sorry you found this thread a waste of your time.
Hi hnk,
I never said it was a waste of time. Never hurts to elucidate the tactics of grifters. And I enjoyed the various responses enough to be motivated to post my own reaction.
…
It's a sector I'm always in, at least in my taxable account. I expect that some part of the IRA will include some, some day.
Whether you're in larger, or smaller, caps, I think there are better options than cap-weighting everything hanging on to a …
On the internet it's not hard to find people that challenge "commonly held notions about money." Mainly their goal is to separate yours from you. One of their old tricks is to make you self conscious about your social status. They aren't much differ…
