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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.
can move this thread as needed, but FYI :
vanguard ind. advisor has posted its first premium article covering the entire breadth of bond funds.
What prompted your comment about moving this thread?
If Tariffs are re Fentanyl exported by the Mexican drug cartels, why not take away the most important thing needed for the survival of the cartels: lethal weapons made by the U.S. What is the US Govt doing to choke the flow of weapons to the cartels…
There is greed and then there is fear (fear of not having enough for retirement) and both seem to motivate people to take similar risks.
You know how defined benefit plans were phased out by companies (encouraging employees to get into 401(k) whi…
Going back to roads being paved to tax cuts, here is another road being paved by Mike Johnson -
https://www.marketwatch.com/story/house-speaker-johnson-just-said-more-than-most-realize-about-medicare-and-social-security-cuts-58ad60da
True, that was the first Term. In the second term he rolls differently.
Now, DJT and Meme Coins, which are long term holdings for him. does he personally own the US stock market indices? If not, he does not have to worry about the market. I t…
This week two of the ex-Presidents of Dallas Fed (Kaplan and Fisher) were on TV and talked about the direction of rates. You can hardly say they are liberal mouth pieces and both are business men. Hopefully, you can find the clips on Youtube.
E…
@WABAC,
I saw you post and thus returned to this thread.
I have been saying for a while that all roads are paved to lead to tax cuts. For obvious reasons, the administration just can not spell it out like that. The media knows what the end game …
Good thread.
I am surprised how well credit is holding up today, even HYG which is not really short term at 4 yr Duration. Seems like the panic is all in the equities with QQQ down 3% and SPY down 2%. It can not be all AI unwind.
Larry,
Looks like the Coalition of Single Issue Voters is feeling the pressure from within. It is a matter of time before each of their selfish agendas are in conflict.
There are way too many threads in Discussions for any one to read all the th…
@hank,
Of the tools Yogi suggested, I mostly use M* for portfolio action. I use Yahoo Finance for watch lists of publicly traded products because IME quotes update more concurrently than at M* during market hours. Google Finance may be better tha…
Different people cope being wrong differently.
Different people cope adversity differently.
Denial is a coping (or even a default) mechanism for many human beings.
Finally, when you have a coalition of single issue voters, the coalition can h…
For those interested in saving time about Trump Tariff updates, here is a source -
https://www.cnbc.com/2025/03/05/trump-tariffs-live-updates-china-says-its-ready-to-fight-any-type-of-war-us-wants-till-the-end.html
Do not worry about how the webli…
It comes across as a giant conspiracy to set up an easily executed giant transfer of wealth from whoever is deliberately or randomly chosen to be a victim. (Yes, I know that is a leap but ... Russia?) Makes me wonder if a customer of one of these ba…
I do that at Schwab in an account I only hold mutual funds. Reinvest all dividends. Gets me an approx idea for a quick and dirty initial conclusion but what Yogi said is more effective for portfolio action.
The $22+B is for the 45 ports in 25 countries. Panama ports happen to be part of the portfolio BLK affiliates bought. A deal like this takes months to agree on, including on the ground extensive due diligence. I think it is a great deal for CK Hu…
If the country does not want illegal immigrants, those immigrants will not show up. Same with Fentanyl. Those problems are inside the country. Of course, no one likes to admit when they are the source of the problem.
This is not about solving t…
Some of the quick hit (or rush to publish) media is presenting as if the China number is total and not in addition to existing ones, which is what I thought it would be. May be I should read the executive order to see if it shines any light, assumi…
I am impressed. You read the report and posted about it within 1 minute of my posting. It would have taken me a day to do that.
In any case, we all knew it would have net negative impact on the US economy. I was trying to understand the distribu…
I was looking to confirm the media reports of 20% Tariff on China vs 25% Tariff on Mexico and Canada and bumped into this source which I am yet to go through but it has a lot of data if you are interested -
https://taxfoundation.org/research/all/fe…
@BaluBalu. Thanks for your thoughts. I am of course aware of “the usual.” My concern in these unusual times is that conventional wisdom might not apply. My question , in plain language,,is which of these two short term fixed income classes will th…
So, the prospectus and SAI for all the ETFs mentioned in the filing became effective March 1. I was not able to pull up quotes for THEQ or TCAL at any of the services I have access to, including TRP website. May be the ETFs have not yet launched /…
Just closing the loop.
Evidently, Merrill website recognizes FIGXX as cash equivalents only during regular trading hours and not during the weekends - per their Rep. I was able to place a buy order today without liquidating FIGXX first.
Many in this forum have published in professional journals. Then there are professional writers like @linter. Publishing was just a means to an end for me. Seems like even for @junkster publishing was a means to an end.
If one is not trying to p…
GFC played out slowly and there were plenty of signs all around you because at the root of it was driven by bad housing loans. All the securitization was just building castles and in that case out of sand. It is also possible the anticipation of a…
Thanks. That is useful info. Now I know where to look for.
Just an FYI -
VOO and SPY have similar AUM but VOO avg trading volume is about 1/8th that of SPY.
IVV and VOO each has AUM that is 10 times that of SPLG but the avg trading volume of S…
I own FIGXX (Fido MM fund) at Merrill.
Merrill website says it is a same day settlement (fund). Today (Saturday), I placed a trade to sell $10,000 of the fund and tried to place a buy order something else. My buy order was rejected (not allowed…
Thanks for the replies.
I shall look into the tickers you included.
For international, I only have China dedicated and FSEAX, but it is not of significant size.
I saw a lot of media coverage yesterday afternoon / evening and today about intern…
@Mark,
Your abuse is uncalled for. You have two threads to discuss the same thing. In both the threads sufficient evidence has been given to show the intellectual dishonesty of the author. It is your prerogative to chase or fascinated by what yo…
