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There is a PRCFX Prospectus Supplement that indicates change to daily accrual and payment of monthly dividend on the 1st of the month. Websites, including Price itself, have yet to catchup.
It looks like a sudden change. Supplement dated 3/7/25 bec…
In T Rowe Price April 2025 distribution table, PRCFX / PRCHX is shown as N/A. Looks like skipped for some reason.
https://www.troweprice.com/personal-investing/resources/planning/tax/dividend-distributions/mutual-funds/2025-monthly-distributions.html
Prior MFO post on CCLFX; there are also related posts in MFO/MFOP Ratings thread.
https://www.mutualfundobserver.com/discuss/discussion/comment/182683/#Comment_182683
Morningstar has an updated feature on CCLFX - how it became the biggest interval-…
Thanks.
It's good to hear Bengen.
His 4% initial w/COLA is a good start, or a good benchmark.
But there are many approaches - variations of Bengen's, dynamic approaches, increasing equity gradually in retirement, % withdrawals with or without re…
@Charles, I moved the CCLFX post to a more appropriate (older) thread. https://www.mutualfundobserver.com/discuss/discussion/comment/191608/#Comment_191608
I had just searched on "interval-funds" and updated a recent post (here) with new informatio…
Yes. Using BAGIX as an example,
MFO Failed Link http://finance.yahoo.com/q?s=BAGIX
Correct Link https://finance.yahoo.com/quote/BAGIX/
Note that there is a slight change in the URL.
It's like several other problems at MFO, like the nonexistent ET…
TSLA peaked in December 2024 & many people sold it then. Even banks got out of lot of TSLA debt that they were stuck with.
The loss was bad but was expected. It's just a wiggle in the chart.
https://stockcharts.com/sc3/ui/?s=TSLA&p=D&b=…
Brokers send fractional orders to small odd-lot brokers. My guess is that restriction may come from there - trying to track tiny fractional orders for GTC may not be worth their while.
Where is your a/c? Looks like your broker clears through Pershing - T Rowe Price, TIAA, etc use Pershing as clearing broker.
Fido, Schwab, Vanguard self-clear.
At Fido, fractional trading allows only day-orders, not GTC.
What types of orders can …
Private-equity/credits aren't required to mark-to-market, so most don't. Some may do quarterly valuations, others annual. So, their reported performances are suspect.
But some exposure may be OK.
OCC has issued conditional approval for Capital One/COF and Discover/DFS merger. Condition is the removal of some past regulatory issues at both companies - COF will submit a written plan for remedies.
https://finance.yahoo.com/news/capital-one-dis…
This WSJ news is from Morningstar website. Basically, among the Big 3, S&P and Fitch have downgraded the US already, and Moody's may be getting ready too.
FWIW, the 4th credit rating agency is Morningstar DBRS and it has reaffirmed US AAA ratin…
In the past, the US encouraged foreigners to hold $s & invest in Treasuries.
OPEC is source of petrodollars.
When US-China relations were good, the former Treasury Secretary Rubin made several trips to China to convince it to buy US Treasurie…
"Carney, Canada’s Prime Minister, wasn’t just sitting in Ottawa twiddling his thumbs. He’d been quietly increasing Canada’s holdings of U.S. Treasury bonds—over $350 billion worth by early 2025, part of the $8.53 trillion foreign countries hold in U…
Death-cross (or golden-cross) is a notable event. What people do with them may vary.
If I am about to buy something, and death-cross is forming, I will delay buying a few days to see how it plays out. It's a negative formation that would prompt oth…
Lutnick is saying that this electronics tariff exemption is just temporary.
May be Bessent, Lutnick & Navarro should be required to issue joint statements only.
https://abcnews.go.com/Politics/commerce-secretary-lutnick-tariff-exemptions-electr…
Looking at social-media noise, this story by WIRED (that SSA will use X/Twitter for its communications) has been denied by SSA, but WIRED stands by its reporting. Stay tuned.
Death-cross is when the 50-dMA crosses the 200-dMA in a down move.
Eyeballing StockCharts 50-dMA and 200-dMA trends, the Death-Crosses may be coming soon:
Nasdaq Comp/ONEQ - 2 weeks?
Nasdaq 100/QQQ - 3 weeks?
SP500/VOO - 4 weeks?
R2000/IWM - alrea…
Howard Marks piece is dated 4/9/25 & title seems current, but it was a piece written ahead of the huge market moving event of tariff pause today - it isn't mentioned.
And options market activity showed that somebody knew of the announcement ahe…
Ed Yardeni said TODAY that the bond market did it. FWIW, he also posted a warning on possible credit troubles YESTERDAY. Many were wondering about bond yields rising as stocks were falling.
Today - CNBC Interview
https://www.linkedin.com/posts/yar…
Yahoo Finance is reporting 125% tariff on China effective IMMEDIATELY. Other news sources seem to be ignoring the news.
https://bsky.app/profile/juleshyman.bsky.social/post/3lmfirbwmsc2w
Julie Hyman @juleshyman.bsky.social
5m
TRUMP: RAISING CHI…
Market is starting to ignore US-China tariff war - how bad could it get now? Futures are showing that SP500 is near where it ended at the close on Tuesday.
Last few days in almost continuous SP500 futures trading. Light zones are normal market hours, shaded zones are off-market hours. I set time interval to 2 hrs to capture the details.
https://i.ibb.co/nN35JrrM/CME-SPX-Futures-2-Hrs-040825.png
CME SP500 futures while you slept - and about an hour from the NYSE open. Not as bad as they were but NYSE trading has yet to begin.
https://i.ibb.co/jP94LWFd/CME-SPX-AM-040725.png
R2000 futures did bounce off limit-down -7%.
https://www.cmegroup.com/markets/equities/russell/e-mini-russell-2000.html
During after-hours.+/- 7% limits apply to equity futures.
During market hours, halts apply at -7%, -13%, -20%.
