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Looks like he was early selling energy. Wonder when that was? It’s just now getting “exciting”. Tack on another 2.5% rise today beyond what the chart displays.
Personally, I wouldn’t be loading up on Amazon and the mega-caps now. But that’s why h…
Thanks.
Haven’t done my homework. Best recollection is these are shoulder launched. Anything more sophisticated might require active presence of U.S. military “advisors.”
Opening lines …
The space shuttle ends where the subway begins
There's a tear on the face of the moon
Fromdusk until dawn they have searched all day long
But there's too many clues in this room
At best it is said we've been locked deep inside
…
”I do remember that energy scenario. Today there are some who opine that one of Putin's primary drivers for his invasion of Ukraine was done with consideration of strengthening Russia’s grip on European energy supplies and the attendant flow of cash…
William Cohen (needs no introduction) was on Bloomberg today and described situation as extremely serious. His fears echo my own: That’s that the Russians will use Ukraine to build up a huge military presence along the border with Western Europe (ie…
My latest adventure is into Y (Allegheny Corp). A conglomerate - mostly insurance. It’s getting hit by the fall in long term rates this week. I’m guessing that’s because they can’t invest their cash at as high a rate of return. I bit off another pi…
Prices are still above what I just paid a few days ago @hank. I can wait.
Edit to add: Aw shucks, I knew (or at least felt like) I should have added to my TGT position but it's already a large % of my portfolio. Honestly I can never (rarely) get th…
Here’s the part I found most interesting - “He predicts major indexes can still notch gains for the year, recovering their steep losses.” You’d think that for such a bold prediction the WSJ would have quoted directly rather than summarizing or par…
Some pundits have coined it the”Russian Rubble” - Some synonyms for rubble if interested.
Financial distress may cause irrational leaders to resort to ever more irrational acts. Let’s hope that doesn’t happen in this case.
Gosh. I’d expect the dippers to be out in force today. DJI is off over 400 at 1:30. Putin’s threatening to nuke somebody. How much better does it get? (pardon the sarcasm).
I’m not moving, although I revamped my model a week ago which resulted in …
Bloomberg had a TV blip today about liquidity issues / stress building up in “the money markets” related to the issues surrounding the Ukraine. That could have a short term impact on the NAV of TRSTX and similar ultra-short investments. Nothing I’…
“The former US president said that the Russian president had made a “smart move” by sending “the strongest peace force I’ve ever seen” to the area.”
”Genius” (source of quote)
- Images (“peace force” at work)
Good points All !
Seems odd that potential nuclear conflict is being discussed in the “Off Topic” section of an investment forum …. (though I understand the rationale)
Re: “What could possibly go wrong, eh?”
I’ll be interested in what the fu…
I imagine there is a certain amount of money being moved away from emerging markets to “safer” U.S. blue chips.
Weird. But I purchased a small bit of an EM fund for first time in years Thursday (DODEX). An area normally way outside my risk perimete…
@Catch22 - Thanks for tracking it down. Yup, that’s the one that appeared in my mail late Thursday. Guess they really wanted to really “drive the message home” - as the message appears to reside inside the title. Perhaps the reason I didn’t bother t…
“Cyberattacks are more likely than a nuclear response by Russia.”
Gosh. I feel a lot better now!
Fido sent me something late yesterday re the Ukrainian issue. Being derelict I failed to read it - and now can’t even find it. The brokers and fun…
This nicely sums up my current thinking about the stock market:
“It will be extremely difficult for central banks to manage a situation where inflation is rising, but growth is also in danger,” Fidelity International market strategist Carsten Roemhe…
From Twain’s Huckleberry Finn - “To be, or not to be; that is the bare bodkin
That makes calamity of so long life.”
Dunno. Somebody smarter than me will need to answer your question. Nice going - up 25% on your value investment. ISTM valuations…
The cartoon is funny. But the frustration experienced by @msf is genuine. I feel his pain. How much worse does it get than having them mail out 3 checks withdrawn on your account to another fiduciary only to have all 3 “bounce” when said fiduciary a…
Not wanting to “step on” all the excellent info from those above who know a lot more than I do …
But the comment by @Observant1,“Multi-alternative funds tend to be pricey, complex, and opaque”, rings true here. IMHO if you’re going to use these t…
I don’t know if the Apple Air-Tag has been mentioned lately. Cool device, but unfortunately some have planted it on people or vehicles they want to track. Pretty sophisticated tech that relies on the entire network of Apple devices running the soft…
Biden will be speaking at 2 PM on the Ukraine matter. Slight trend downward in the markets after that announcement. Yep - Oil on fire (no pun intended).
To be honest, it’s the issues of valuation, sectors, economies and interest rates I try to get…
Gives new meaning to the term “Sore Looser”. I steer clear of home teams for making small wagers & viewing. Don’t want to be in a position of betting against the home favorite. So haven’t followed these guys. MSU has a terrific coach in Izzo who…
@Catch22 - Since you’re into music, you may recall that JP used to play Paul Simon’s “Slip Slidin’ Away” during drive time on particularly nasty market mornings.
Markets appear to have recovered from the depths of late evening. Suspect there’s stil…
Think he tipped off his origarchical friends to get out early?
Some commodities like Brent crude oil ($97) are up. But some industrials like copper appear heading south.
Thanks @Mark. Was driving when the NPR blip came on. Sounded like many nukes were still stored in the Ukraine. Your linked story and my searching say that isn’t the case. I was aware that they were supposed to be decommissioned after the Budapest …
@Catch22 - Not getting video to run. The U.S. does have NATO troops in some of the European countries that are part of NATO. And NATO is legitimately worried about Russian aggression. So that aspect did come up. up. But the guy (representing Belgiu…
Thanks for the analysis @davidrmoran.
There are many different published critical thinking models. Highly educated as you and this board are it was perhaps an insult to you and others to reference those models, as everyone here has been exposed to…
@hank, sorry about the confusing title.
She questioned the possibility of recession. Given the last quarter's GDP of over 4%, it has to get much worse to go negative. She mentioned high inflation but did not elaborate consequences.
As for us, ch…
@hank - do you know what happened to DraftKings. That was quite an owiee they took Friday.
DKNG? I’d averaged in (3rd time) at around $21 early in the month. Became concerned as it began to swing up and down by 5-10% daily. Sold out at $22.33 Mo…
+2 / That’s hilarious. Thanks @bee :)
I’m almost inclined to think that was done intentionally somewhere along the editing / publishing road - for what purpose one might only speculate. My spell-checker seems to want nothing to do with “rentensio…
@Catch22 - I felt posting the diagram might have appeared condescending. So as you noted pulled it. Folks here are all well educated and have been exposed to critical thinking models. :)
It’s the synthesis I think sometimes gets overlooked. It’s …
Here’s the headline from @Sven’s post -
“Investors shouldn't 'bottom fish' based on stock declines'”
Not bottom fishing. Very slow gradual move in recent weeks from less aggressive to slightly more aggressive holdings. Baby steps.
What are oth…
@MikeM said “If I found that over the years I was substantially behind a benchmark I would just buy the benchmark.”
Ditto … When folks like Mike (and many others) who’s been posting here and at Fund Alarm for perhaps 15 years explain what they do a…
From above post :
"A number of posters have referenced possibly investing 100% in their chosen benchmark fund. Not a bad idea. "
@Derf - Since you’ve quoted from my post I should say here (1) “Not bad” doesn’t necessarily mean “good” and (2) I enum…
