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.
Bio-fuel. Is that where they burn garbage and waste to produce the energy? Bio-Mass?
No. Liquid fuels for things like trucks, rail, ships, tugs, even airplanes eventually--so they say, where batteries are not yet considered to be efficient. Which b…
+1 History will not look kindly upon Manchin for killing the bill so he could buy the second yacht. I think perhaps the fossil fuel industry's climate science denial dodges will eventually end with a major acquisition of a company like First Solar. …
Why, despite a lack of uncertainty last year, did you fail to anticipate the worst bond market in centuries? How did you not see the worst opening 6-months in the stock market in 40 years? The worst inflation since 1981?
I don't know. On the other h…
@TheShadow Thank you for posting this, not blaming you in any way.
Agree. I think they’re just running out of ideas for new ETFs. Any suggestions for the right ticker symbol for this one?
KRNK
@BenWP
@WABAC: thanks for all the research you put into compiling your buy list and for sharing it here. I share your interests in infrastructure (PAVE and GLFOX chez moi), water (FIW) and green energy. GRID was unknown to me. I have added recently …
Just to follow up on my IRA, I have added money to positions in BUSFX, XBI, FIW, GRID, GGSYX, PTH, PSCC, VDC, SYLD, PRBLX, VDIGX, PRWCX, and FSRPX. I also have added to existing, or new, positions in some of the funds mentioned previously.
There's …
Been doing a lot of shopping lately.
Last March I sold out my wife's inheritance, which was mostly in a regional utility. She has hopes of buying a small house in a location cooler than Arizona. So we decided to invest 25% of her funds.
Her priori…
I'm not a stock picker. But I have been buying tech funds for our accounts the past ten days or so. These include TDV, FSCSX, CSGZX, and FTEC. In a sector as diverse as tech, I like to spread my bets around. And I don't mind a little active manageme…
As John Paul Jones might have said if he were on the Fed board: "We have not begun to huge!"
I only have one well-remembered bout with inflation. No one came up with a quick and painless solution then. I don't expect one now.
Couple of months ago the guy that fixed our dryer told me he was buying crypto. At that time it was only down a little. I asked him if he was buying the dip. He said "Yep." And then said he was going on vacation to New Zealand.
I hope he enjoyed h…
I am so happy that the refineries are converting from refining dirty gasoline to refining clean biofuel, even though the resulting refinery capacities will be 69% less. Secretary Granholm told the oil execs not to slow down the conversions to biofue…
@yogibb et al,
I did read your earlier post on crack spread and oil companies are making a lot of money. Modernization of existing refineries is not cheap but it is a necessarily for safety and the ability to produce other grades of fuel. Think ma…
In addition to high crude oil prices, refining for gasoline is the other bottleneck. Gasoline are produced locally and there are finite number of refinery plants across the nation. To build new ones takes over a decade given the safety requirement…
@Bobpa
There are reasons to be concerned about the bond portion of allocation funds given the rising rates. I'ld look into the duration of their bond holdings.
Not giving advice, just speaking for myself, but I hate to sell things that are curren…
Exported everything I wanted in terms of watch lists.. If I need to see how things are doing I can always log onto my actual accounts.
So basically this just removes one more thing from my daily browsing. I suppose I'll check into see their littl…
“There was a drop of 78.4% from the 5132.52 of March 2000. In October 2002, the NASDAQ was trading at 1108.49.”
Remember it well. People were freaking out. Be careful out there.
Source
It was brutal on the tech sector. But the S&P 500 only g…
I visited their website. It's, uh, exhibit A of something.
They seemed to be more interested in people investing in their company than actually investing in their buzzword funds that don't exist at the moment.
https://www.nightshares.com/
You can…
Inflation ran around those levels in the late 60's to just before the oil embargo. During that period the Fed funds rate averaged around 5%.
Sounds to me like Mr. Market is not ready to have his punch bowl taken away. It must sound easy to live wi…
Didn't seem off the wall to me considering what's going on with inflation, quantitative tightening, Russia, oil, and commodities all at the same time. Under the circumstances, investor sentiment, technical analysis, and other usual tea leaves don't …
I generally like funds that pay some sort of dividend. The exceptions are for another thread. I am generally of the opinion that companies should pay something more for the use of my money than promises of future returns that I can only enjoy when I…
Fido Screener is quite good. It is the only screener I know that combines mutual funds and ETFs
Ironically enough, if one can find Vanguard's screener, the first criterion shown (as a radio button) is Product Type:Mutual fundsExchange-traded funds…
@Sven Your link isn't working. But it doesn't seem to be a screen either.
I use MFO premium after I narrow down what is available from a broker. Then I just enter the tickers in multisearch. I have never got close to the 100 ticker limit
It took …
That link didn't work for me. This one did:
https://personal.vanguard.com/us/SecFundsMFSBasicSearch?FROM=VAN
Don't know why I bothered trying to navigate through their site. Should have googled it to begin with. Doh!
Thank you for the prod in the …
M* JR musings on how low ARKK can go? https://www.morningstar.com/articles/1095462/how-low-can-ark-innovation-go
Hah. I actually know when Charlemagne was crowned.
Whoopee!
@hank, they have a Toyota Mirai, which is a fuel cell vehicle. I'm not aware of any cars burning hydrogen internal-combustion style.
@Old_Joe. Have to wonder what's going to happen to all those lithium batteries too.
Some of the critics of fuel ce…
Some friends of ours in SF got a generous promotion from Toyota to buy a fuel cell vehicle. It included a large credit to buy fuel. I don't remember the exact numbers. But they were pretty darn tickled to buy it in comparison to getting another Priu…
@Old_Joe
@WABAC- true enough, but we all survived the 1970s. Eventually things sort themselves out. Maybe people have to be in their 80s to remember going through all that stuff. The trick is to not do anything really stupid while all of the smoke a…
I own it in a taxable account.
Capital gains the last two years have not bothered us. But this should make the fund more attractive to people further up the ladder.
Will it be active? Or will they create a formal index?
@Old_Joe, I'm a big fan of the Coast Guard from my days in San Francisco. Semper Paratus.
I was never the tech you are. But I got an SSB license on the old test down at the Customs Building when all you had to know was the phonetic alphabet. And I …
Just finished reading it. I also recommend reading all of his articles since he came on board.
I don't have much in bonds. But I am still under -10% YTD due to long time positions in dividend payers, dividend growers, value, infrastructure, utilit…
I was already well positioned in value, utilities, and consumer defensive. So I'll be adding some money to the Grandeur peak funds that I own. And I'll check to see if any of their funds have reopened.
+1. Following this thread! Seriously looking at single-stock PCFBY.
@Crash. The bulk carriers use different terminals than the container ships.
Check out the Baltic Dry Index if you aren't already. A number of sources quote it.
Home page for the …
