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.
In the IRA I continue to build a bond fund ladder on credit quality, duration, and volatility. Today I snuck a little further out on a limb with equal-sized portions of OSTIX, THOPX, and BSBIX. I figure rates would have to go up quite a bit to put a…
In the IRA: Bought equal-sized positions in OSTIX, THOPX, and BSBIX as I sneak a little further out in volatility and duration.
Not ready to pull the trigger on anything in the taxable.
More reporting from the WAPO.
Building plants to manufacture the batteries and related computing chips for electric cars requires very specific technical knowledge, according to Ellen Hughes-Cromwick, former chief global economist at Ford.
“You hav…
Some of the funds recently mentioned have significant portfolio positions in derivatives, including SCFZX 33%, NRDCX 42%, CBLDX 10%. Other mentioned funds have 0% in derivatives including HOSIX, DHEAX , DBLSX.
I am curious if any other posters are…
WOW !!! COUNT ME IN !!!
Hey, @WABC- This is the chance of a lifetime!!! Could you possibly advance me 100k or so? I'll split the profits with you!
Spent all my spare cash on lottery tickets last week. Sorry.
I'll probably be buying this fund at …
If you haven't done so already, you may want to read Prof. Snowball's
recent article titled "Thinking more broadly: Bonds beyond vanilla."
https://www.mutualfundobserver.com/2025/09/thinking-more-broadly-bonds-beyond-vanilla/
I own CBLDX. And I mig…
Please come to the U.S. and invest and build factories. Then we will deport your citizens in raids.
The U.S. could have worked with Hyundai to ensure all workers documents were fully up-to-date. Giving them some warning and leeway and even streaml…
At least I understand the asset backing up securitised car loans. What's the asset behind student loans?
Like CLOs, these consumer ABSs take piles of loans (such as car loans or student loans), bundle them together, slice and dice, and then sell the…
Regarding my use of the term "low risk bond oefs", I was referencing typically used risk measures, as quoted on M*. M* provides a section entitled "Risk" for each mutual fund, and in that "risk" category, there are several categories of information…
Perplexity AI does a nice job of scraping the web for opinions on the risk of securitized credit in a recession. I also prefer the look, writing style, and placement of links to sources to other AI's I have tried. YMMV.
https://www.perplexity.ai/se…
Not to mention that it's a battery plant for electric vehicles, which are out of fashion with the current Boss.
Lets wait and see what happens with the TSMC plant being built in Phoenix. https://publiclawlibrary.org/major-class-action-lawsuit-accu…
Listed in order of standard deviation from low to high: FCNVX, BUBIX, FGUSX, and PYLMX are all really boring with M* standard deviations from .48 to .73.
Vanguard's new fund screen here: https://investor.vanguard.com/investment-products/list/mutual-funds?filters=open
It looks like you can only view one fund family at a time. Tres useful, non?
If you have access to fidelity.com, here is an interesting suggestion by a Fidelity poster on how to use one of their applications to screen mutual funds (OEFs):
"I found my funds by the following - Under Fidelities' "News & Research" click on…
There's a theory that so long as this "each wronged person must sue individually" rule holds, Trump won't appeal losses.
I doubt Trump can settle for losing until they can pry the Sharpie from his hands.
If Trump issued an executive order permitting slavery would each individual slave have to sue for their freedom?
Add>> Or substitute any other "right" guaranteed by an amendment to the Constitution. Banning the practice of some religions, ban…
If Trump issued an executive order permitting slavery would each individual slave have to sue for their freedom?
Add>> Or substitute any other "right" guaranteed by an amendment to the Constitution. Banning the practice of some religions, ban…
Answers from AI just depend on which websites they choose to scrape. Perhaps their mood has something to do with it. I got different answers than @equalizer did.
I asked Bing for "5 picks for Roth for next 20 years" and got SPTM, VPMCX, JEPI, RQI,…
Mainly Xubuntu or whatever the Mint Xfce distro is called.
In years past I tried Redhat and SUSE, then Ubuntu. There are probably some others in there I can't remember. I never cared for GNU as a desktop. I started on KDE, but as the years went by…
I'ld skip corn and soybeans for a while.
https://fortune.com/2025/08/30/rural-america-economic-crisis-farmers-agriculture-exports-trump-trade-war-china/
@Observant1, I do the same with the linux laptop since I lost the last one at an airport. I don't save any passwords either. I also go in and manually clear stored information because Firefox always has a few MB's of something tucked away.
I alway…
@Observant1. Tried the cookie trick. I only have one browser on my linux laptop. I've seen this before with WSJ pieces. I did eventually get there from another link that let me see the piece for free with an advert to subscribe.
I was reminded--ye…
@WABAC, not us. The long end of yield curve have moved up considerably this year. We have moved some short duration bonds to intermediate term bonds. Still cautious due to the sticky inflation.
@Sven, too many shoes to drop before I think about …
According to Perplexity, there are "at least" five cases going: Dinky linky.
This got me thinking about Youngstown Sheet & Tube Co. v. Sawyer: YADL.
In particular I was thinking about Justice Robert Jackson's opinion and found the following:
J…
I'm not buying stocks anywhere at the moment. But three of the top four performing funds in my taxable account--SEQUX, GRID, and GLFOX--have a healthy exposure to stocks located in Europe.
Make of that what you will. But it's a crazy world when a …
Yes, for sure. I even remember where I was at work (the basement of SF General Hospital) and what I was doing (working on their paging system).
I was at an Actors' Equity meeting. So I didn't have any money to worry about. :)
In fairness I should point out that the article goes on to say: Bitcoin isn’t Beanie Babies — it has global liquidity, decentralized infrastructure, and a dedicated user base So, clap hands for Tinker Bell y'all.
Coincidentally, I read the following this morning: https://finance.yahoo.com/news/corporate-america-bitcoin-strategy-hyper-113002765.html
To understand the risk, imagine if Fortune 500 companies in the 1990s had plowed billions of dollars into Beani…
Here's a BrandywineGlobal paper from 1½ years ago discussing convexity and securitized debt, along with market conditions at the time and risks involved in four types of securitized debt.
Riding the Convexity Wave in Securitized Credit
Thank you for…
Just remember that 2008 was all about securitized MBS.
Securitized gives me the willies if I can't tell what they are. And sometimes knowing what they are is even scarier, e.g.securitized student loans.
These days I'm starting to look at how bond …
Lewis Braham provides an overview of TCAF, PRCFX, and TCAL.
https://www.msn.com/en-us/money/savingandinvesting/this-t-rowe-fund-manager-works-magic-3-new-ones-he-runs/ar-AA1KRcLX
Thank you for the link.
I see that the opportunistic options strate…
Bonds got a bump today. How long will it last?
Between now and the next rate-setting meeting are one employment report and two inflation reports. And Mr. Market has his own vote too.
I have been thinking about THOPX and FPNIX, among others. But I …
