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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.
Just an FYI -
Re setting stop losses, I had a few trigger, marking my sell price the bottom I have not seen again. After that I stopped using standing stop loss orders in my brokerage account but now I write them down and enter a fresh sell ord…
@yogibearbull,12% or higher permanent cash is expensive. Barron's info is behind a paywall for me.
5 yr performance for PRWCX, FBAKX, and VWELX is 11.5%, 10%, and 8%, respectively, per M* performance tab. Mine is 11%. (I would not have guessed…
Thanks, @Crash. Good to know Ads in YouTube can be blocked. I have not installed Ad blockers on my iphone or PC but I am going to explore choices. Any suggestions?
I have not delved into Robo-Advisors or their products.
Since Schwab Robo is mentioned a few times, how does their performance compare against a moderate allocation fund such as PRWCX, FBAKX, & VWELX over a 1, 3, & 5 year period.
I am…
This week's episode from YouTube (now, there are a few Ads in this):
From Bloomber site:
https://www.bloomberg.com/btv/series/wall-street-week
If the Bloomberg site does not show Ads, I am happy to flip next week the order of the links. (I hap…
Just an FYI - on the question of commissions, most brokerages appear to charge a commission (e.g., 0.01%) in buying and selling Agency bonds. Today, Agency short term bonds were yielding nearly 50 pbs higher than Treasuries of the same maturities. …
This week's episode from YouTube -
If you prefer to watch at Bloomberg site, it is not yet uploaded there, but feel free to check later at
https://www.bloomberg.com/btv/series/wall-street-week
In the month of June, decrease in equity allocation and increase in MM allocation is notable. However, given humans are creating new wealth all the time, it is difficult for me to infer from the %ages if there were outflows vs if new wealth created…
Just an FYI -
On June 1, Bear sentiment was at 37% and the Bear - Bull spread was only at 5%. The following week, those readings changed to 47% and 25%, respectively - not sure what the catalyst was but the readings got worse (58%, (3 SD) and 39…
I can watch the full show as part of my Comcast service. The show airs for my service a few times over the weekend, the last time being 1-2PM PST Sunday. I went to the WSW site last night (by googling) for the first time in response to your post -…
This week's episode is yet to be available on YouTube but parts of it is available (as 4 separate segments) under "Archive of All Episodes" about half way down the page here -
https://www.bloomberg.com/btv/series/wall-street-week
Edit: It turns ou…
link below is from @JohnN post. 1970s inflation and Feds actions year by year are shown after ~16:35 minute mark - quite interesting.
https://m.youtube.com/watch?v=6yzbzJ5ety8&t=149s
@yogibearbull, May be when value guys gloat about BTC was a clue for us to de-risk! Is Howard Marks talking about private credit markets or public markets? I used to read his Chairman letters but have not followed him lately.
So, what was that all about pointing out FZDXX is subject to redemption gates, without mentioning that SWVXX is also subject to the same redemption gates?
Schwab doesn't treat SWVXX as a checking account. So at Schwab you can't pull money out (say,…
"all wires are subject to a wire fees
Some brokerages may waive the fee if your account is large enough. Schwab waives its fee for the first three wires per quarter if you have $100K with them.
https://www.schwab.com/legal/schwab-pricing-guide-for-i…
I know the rules about liquidity fees and redemption gates.
So, what was that all about pointing out FZDXX is subject to redemption gates, without mentioning that SWVXX is also subject to the same redemption gates?
In addition to what I had written in my previous post, on my way to the airport, I called Schwab to wire the money to Fidelity, to which Schwab said they are happy to send the money immediately but all wires are subject to a wire fees. I did not wa…
I did not expect bearish sentiment to drop nearly 13% from last week's 59% to this week's 46% but again we had a big move up in the equity market late last week.
No interest in debating.
Information in this post is in continuation of my previous posts in this thread. Forum members are free to use or discard the information I provide or entertain themselves. As always, if a correction in the information…
From investopedia.com - Money market funds close and settles on the same day as the trade date. No excuse for Schwab not to allow customers to use funds in a money market fund for a trade on the same day - but that is how they do business.
I have been a Schwab customers for many years. Yesterday, for the first time I learned in my taxable account that I can not place a sell order for SWVXX and immediately place a buy order for a mutual fund from another fund family. (Strangely, abou…
