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.
You have to ask what does fundamentally driven mean? The input data and time frames are all subject to manipulation. The events of 2008 have made me cynical.
Scott like the footage from "Downfall" a German language movie that can be found on Netflix--great movie. Don't know what to think of the tax--let them fail, have German taxpayers bail them out, or punish the depositors who happen to be mostly Russ…
I knew people would get hung up with my existing Roth description--I hoped people could look past this incongruity. I own individual stocks in my Roth and my uncle is my stockbroker with Wells Fargo Advisors. I don't really want to own individual …
Thanks for the article--loved the insight. I will know it is not rigged when it doesn't pay to go to the Y in lower Manhattan over your lunch hour anymore than it pays to have your hedge fund located in Hamburg Ia. The key is know how it is rigged…
The economy shrank in 2008--now powerful constituencies in both parties are going to be battling it out over who is going to pay for our shrunken economy--it is not about shrinking the deficit it is about what constituency is going to pay more. On…
Is Vanguard getting too large? I am not talking about individual funds but overall $2T is a huge amount. Just have been wondering about this for awhile. I love Vanguard have some of my money there. Looking to put some more money to work soon. Don…
How about polivestor. It is one who overlays their investment choices over their political views rather than overlaying their political views over their investment choices. We all do it some just more than others.
No matter what Congress does anything short of restoring Glass-Stegall will be eroded by the banks lobbying Congress. Think about it every year both chambers and the president need to comprimise. More or less each body gets to have 1/3 of its wis…
Holy War--The back story about the rise of Portugal and Vasco Da Gama's travels to India to open up the spice trade and to spread Christianity and the inevitable clash with the Arab world--fascinating read so far.
Dogs of Riga--an international thr…
I would like to see a large Kodiak Bear snarling on its hind legs as a foil to the raging bull on the homepage :) also would find it useful to see a weeks worth of funds mentioned.
Buy backs are bad and are an indication that management is lazy. Remember just because a company announces a buy back doesn't mean it has to follow through with the buyback. Pay out a dividend make me want to own your stock for the long term-- a b…
Just plodding along DCA into VTSMX,DODFX, PTTRX. Did buy a little Gafisa adr GFA as a speculative play in the Brazilian housing market and it plummeted but it is now coming back.
I think of Facebook like this--it is like a discussion you have at a fraternity or sorority when you are rushing lots of fluff no substance. Twitter on the other hand is like the big loud conversation you have in a bar with all your friends after r…
Reply to @JoeNoEskimo: I can almost hear you now at your coffee klatch at McDonald's with all your friends who think like you because you throw out ad hominem political attacks with ease. My advice to you is this if you are serious about investing …
I agree with you DAK. I have to be honest I have always been more of lurker but I left for awhile because I missed the old style of the board. I started to read David's excellent commentary this past month and thought I should at least sign up and…
Reply to @scott: You have been negative for about 4 years now. All the houses are bad on the block--the US just happens to be the best of the worst because it did what safe havens do--it bailed out the world in 2008. I see Gross is now about 30 pe…