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BaluBalu
Professional Experience:
Corporate Finance (Corporate Venture Fund investments, International and Treasury finance, Public Debt issuances, M&A, Joint Ventures, Planning, Business Divestures, SEC filings);
Policy and Legislative & Regulatory Affairs - Washington DC;
Capital Markets - London and NYC;
Commercial Bank Lending;
Field Biology.
Interesting that Michelle Bowman voted for the cut. As I said before, she is doing all the right things to become the next Fed Chair. Good for her.
Here you go -
https://www.bloomberg.com/news/articles/2025-03-17/trump-taps-bowman-to-be-fed-s-t…
@hank,
I was only trying to help you with your following comment to a2z - “I’ll try to refrain from posting day to day market changes. I feel it helps me stay in touch with different asset classes. Apparently it’s of little value to you or most.” …
@hank,
Just a thought.
If it helps to internalize by writing things down but do not want to post, then you can make a post but not submit. You can save it as a draft until the next day. When the new marks come in you can repeat the process.
…
PIMIX holdings are disclosed every month which I think is more frequent than many other mutual funds can claim. In broad strokes, it is possible to tell how the fund is positioned on the date the holdings are disclosed. A desire for any further mi…
PIMCO markets very well to institutions. PIMIX is held by corporate Treasury departments where mandates allow. Then there are DB plans and State pension plans.
Only MFO members think the world will stop if they do not permit.
YBB, do we have a …
It is very simple. The question I ask myself is, would I ever want him to be my boss when I was working. The answer is, absolutely not. Why would I want him to be in a position to dictate the direction of my country. I will vote for a donkey con…
@WABAC, I am surprised you want to spend your time to find out if it was a mistake and fix it. I would let them send you a letter and I am guessing if it were their mistake, they will adjust from future payments if they are not able to reverse the…
Great. I will look for them.
Sure there has been demand destruction for this sample size of one family. I have not bought eggs in nearly two months. First, I could not find them in stores, which broke our habit of eating them. Then, when I saw …
All of a sudden I see a lot of posts and media coverage about tax cuts. Not sure who is following whom: media and people. But always a few steps behind the political and business leaders. You want to play your leaders’ game, play the long game.
…
The stop gap funding bill does not include tax cuts which do not expire until the end of the year.
Our ability to get easily distracted, not to mention our eagerness to make excuses for them, is how politicians own our ass.
Anyone residing anywhere can donate to a politician from any State.
I do not donate to politicians but I will send AOC money if she runs against Schumer. On his performance in the past 48 hours alone, he must go.
Did Schumer really not know that yesterday?
I hope he is happy with his ability to add to societal uncertainty and market volatility. Not sure what he accomplished, except fund raising in the last 24 hours. In after hours, Markets closed higher …
Great. I will look for them.
Sure there has been demand destruction for this sample size of one family. I have not bought eggs in nearly two months. First, I could not find them in stores, which broke our habit of eating them. Then, when I saw …
Below is the first two job experiences of the author on LinkedIn-
Experience
Founder and Portfolio Manager
Unison Advisors LLC
May 2005 - Present · 19 yrs 11 mos
Quantitative multi-asset portfolio management for institutions and individuals.
Colu…
I rarely ever read articles but decided to read this one. I usually do not look at the author's name or credentials but this one made me look for those.
https://www.linkedin.com/in/nir-kaissar-a1852851/
That opinion piece gives me the impression…
YBB,
Paywall for me.
"It’s unclear how (or, if) the Administration will calibrate policies with economic data and market signals."
The administration is shooting for a somewhat inverted yield curve and as I see it, that is how PIMIX is positione…
New people enter the market for the first time every day. Let me randomly pick Feb 19.
Mr. X bought SPY on February 19 at the close for $612.93 per share. Today, SPY closed at $555.92. So, Mr. X lost 9.3% on his February 19 purchase. Feel fre…
"Morningstar has long been a leader in investment research, and this long history has enabled it to deliver the greatest research offering of all the software platforms we reviewed."
Hopefully, when they phaseout Legacy portfolio feature, M* will s…
@WABAC, later today, you can try YouTube with a search "CNBC and Peter Navarro" or something similar and see if you can find. During earnings season, I try to watch CNBC Closing Bell Overtime (4-5PM EST). He was interviewed during that episode.
…
@WABAC,
The cat is out of the bag.
Peter Navarro is on TV right now. He said "Tariffs equal to Tax cuts." If any one was waiting for it to be spelled out, now they have it.
FOMC mtg March 18-19
https://www.federalreserve.gov/monetarypolicy/fomccalendars.htm
Thanks. My mental lapse in adding days. It always starts on Tuesday and ends on Wednesday. I fixed the dates in my previous post.
Tomorrow is JOLTS
Wednesday is…
@WABAC,
What I can offer as a best case is no Tariffs on Mexico and Canada to the extent they impose Tariffs on China, which can happen but the timing likely is after the 19th. No benefit to let the pressure off on FOMC. China's official economic…
For SP500, the break below 200-dMA was UGLY today.
Nasdaq Comp, R2000 and DJ Transports were already below 200-dMA.
Only DJIA remains at 200-dMA - it may follow others this week.
% stocks above 50-dMA remain negative (comparing with Friday).
$N…
Temptations: "Ball Of Confusion."
https://youtu.be/D5P7x4vh_ts
just providing a cleaner link. Easy for me to do on my computer (not so easy on my phone.)
Yes, very different in important respects.
Coincidentally, last time Trump slump also started around February 19. Though the reasons this time are different, both times there was a realization that there is going to be a systemic and structural un…
"I was under the impression that the SEC issues an authorization letter for trading that is transmitted to the exchange."
Yes but as your Schwab example illustrates that letter is a separate track than the one between SEC and the issuer to clear SE…
Evidently, SEC raised these questions for SSGA to address before trading began but SSGA went ahead with the launch without clearing the queries. May be SSGA thought they are too big to be bothered by such queries in a promised unregulated environ. …
I do not want to get into OT but
IMO, there can be more than one goal here. I would not be surprised if one of the goals is regime change. The other could be to announce to the world how mean our government can be - by slapping around a dearest f…
@yogibearbull,
Looking at the M* quote page for CWEN (stocks in general).
https://www.morningstar.com/stocks/xnys/cwen/quote
In the price vs fair value box, on the star bar, current price is near the three star line but the top of the quote pag…
Bump up
https://ybbpersonalfinance.proboards.com/thread/787/weekly-business-digest-march-2025
https://ybbpersonalfinance.proboards.com/thread/788/weekly-business-digest-march-2025
