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.
Went back to the original WSJ story and clipped the credit for the photo. May help in the investigative farts here.
PHOTO: BAYNE STANLEY/ZUMA PRESS
It may be photo shopped. But I’ve looked at a lot of airliner photos online over the years. Some p…
How come Buffet’s reputed “family problems” made it all the way to the investing side of the board, but his compassion & generosity towards his fellow man only made it to “off topic?” Somehow doesn’t seem fair.
Than there’s … “The evil men do l…
@Crash. $10 at Amazon Prime buys an entire season (20 shows). But the first two seasons are more consistently the best. (Their writers seemed to wreck some episodes later on.) Yes, Ed Asner was highly gifted (as were Knight and Moore). Cloris Leach…
@Crash
"Dirty Laundry" is a song written by Don Henley and Danny Kortchmar, from Henley's debut solo album I Can't Stand Still, released in 1982.
Sorry if this is out of the flow. - Chewing on a lot of other things other than the board right now. H…
Airport is Vancouver (the same on OJ posted the diagram for). We figured that’s where the photo I originally posted was taken.
@Old_Joe - Depends on temp, loading, etc. (as you’ve explained), but I’m reading that
9,000 -10,000 is enough for the…
(Apologies to Catch. Just noticed he linked some areal views)
But, here’s the best one I could dig up. Intersecting runways visible on left side. Might be able to match up some of the infrastructure visible in original photo.
Wondering about thos…
Yes-I would think a new multi-asset or utilities fund run by Giroux would be a bigger sell and generate greater management fees.
Wow. That raises so many interesting questions and possibilities.
- How willing would Giroux be to sell his name? I ge…
More interesting, I think when examining a fund like this one is how well it held up during past periods of market stress and how well it recovered after them.
Or - See how it holds up against your own other investments during times of stress. I …
I see what you mean Catch. The more I look at it the more it appears the 319 is closer. If the 787 is in-line for takeoff, it’s hard to believe it’s for same runway based on the altitude of the 319. But certainly possible. Almost looks like the 787 …
IMO, a fund must be good at all times, based on YTD at 1.7% TMSRX failed. My bond funds made a lot more.
Where can I locate a list of your “no lose” holdings? Would like to buy all.
Thanks
OT
But the distinction has blurred in recent weeks. I’m living in a thin glass house myself … so shouldn’t condemn anyone else for flirting with the structural foundations of mfo. Rules are meant to be broken. And who in H opposes fathers or Father…
Great stuff in this fun thread.
Anybody want to explain why the single aisle A319 in the distance appears larger than the twin aisle 787 in the foreground?
Good find @Catch22. I stand corrected. If they open the border into CA again without restrictions, I’d like to take that flight.
Looks like longest runway at YVR is 11,500 feet - about half of what that plane likely needed.
And thanks for pa…
@Carch22 - Could be. Do you have any idea how that Air Tahiti jet in the foreground found its way to Vancouver? Doesn’t appear to serve it from this list. https://www.ifly.com/vancouver-international-airport/airlines-served
@Catch22 - I dug up the following.
“Air Tahiti operates flights to 47 islands in French Polynesia, and to Rarotonga in the Cook Islands. Most of them are served by ATR aircraft. Few are operated in Twin Otters and Beechcrafts, particularly Ua Pou a…
+1 Appreciate the perspective @Old_Joe.
I suspect it’s some tricky camera work rather than an abort. But did experience 1 aborted landing in Tampa years ago. Pilot noticed another plane on the runway just before touching down. Pulled up sharply.…
@Crash. Thanks. I love it too. I think that’s a takeoff. Slight chance it’s landing, although the nose looks too high to me for landing. Puzzling - the spoiler on the left wing looks slightly deployed. That reduces lift (primarily when landing). …
Surprise! Surprise! I am now informed by this brilliant piece of writing that a person’s public persona is often more admirable than their not-so-public side. I had no idea!
@MJG - I don’t get it. On one hand you submit a post trivializing the eb…
“Do you have confident that test result is sufficient to ensure all participants are fully vaccinated? “
You don’t need that assurance if you are fully vaccinated. Let the others who have made the poor choice not to become vaccinated worry about …
LOL - Enjoyed. I don’t watch Consuelo Mack much … however I thought her demeanor during the interview similar to that of a well trained therapist listening quietly and obligingly as the patient on the “couch” (Kessler) vented his pent-up frustratio…
Not sure that the testing methodology currently foisted on the American school system gives a lot of weight to "critical thinking". Hard to imagine much interest in teaching that when the primary goal is "teaching to the test".
Well … 20+ years remo…
“Just do nothing. That simple strategy will win in the long haul in most all instances”
Sounds a bit like the philosophy of “predestination” or “preteterminism.” I get your drift.
In the long run - yes.
At the same time, I refuse to accept t…
”I have never EVER used Amazon for ANYTHING.”
@Crash - But I believe you are part owner of the company.
AMZ is the fourth largest equity holding in Mr. Giroux’s PRWCX of which you have spoken laudably. Represents nearly 4% of behemoth PRWCX’s inve…
“It would seem to me that if Amazon were too far outside that norm then other employers would be cherry-picking Amazon employees right and left, and by offering significantly better work environments, forcing Amazon to improve their operation.”
Umm…
I would love to take a Blue Origin space trip but it's roughly $17, 990,000 out of my price range based on the winning auction bid of $18M.
Don’t sweat it @Mark. The company up in first-class isn’t usually that great anyway. Suggest you save your $…
“Bezos is vomitus”
I harbor no ill-will against Bezos. Amazon today isn’t the customer-friendly firm he founded and nurtured for many years. I doubt he’s calling many of the shots today. Interestingly, their cloud computing business has grown lar…
I’ve thought for awhile that commodities have gotten ahead of themselves. I’m guessing the Robinhood crowd has latched on to NYMEX futures, which have seemed to defy gravity recently.
Most commodities - notably copper and lumber - have turned shar…
Not to be too picky, but ISTM anything less than a .25% daily move (up or down) is pretty insignificant. A matter of which way the wind blows. I tried to find some type of chart online displaying a hierarchy of daily investment change. But (perha…
Thanks all. Very informative.
FWIW - the password (to a news site) that was “flagged” by Apple consisted of 8 lower case letters which comprised a first name and an initial. Think “denniso”. I’d imagine there’s hundreds of people using that one.…
Hi Derf. Wasn’t paying much attention. Mine overall is about “as flat as flat can be” for the day. While oil rose (on fumes I think) and energy held up well, a lot of commodities and gold got whacked pretty good. My mining fund fell 2%. So, that …
As a loyal customer and (reasonably successful) Amazon reviewer for near 20 years, I agree with Lewis and the article. When push comes to shove they treat you like c***. I can only sympathize with the workers. I’ll never write them another review.…
Best thing is to read the Prospectus and make your own informed judgment. It’s your money at risk - no one else’s. Really depends on what you’re trying to achieve reletaive to various market scenarios that may unfold.
(https://columbiathreadneedle.…
I just noticed fred’s link to Schwab isn’t working.
Try This
Here’s the gist:
“Due to our expectations for higher bond yields in the second half of the year, we continue to suggest investors keep the average duration in their portfolios below th…
@fred495 - Thanks for the great summary. You make a strong case. I didn’t miss your original meaning / intent.
At a glance, I’d say these guys know how to short bonds & employ leverage thru derivatives. I like to check returns back to at lea…
I’ll try to answer Forsyth’s query with another question:
“Why would a rational homeowner buy homeowner’s insurance knowing there’s a higher than 90% probability he will lose all the premiums paid in without ever reclaiming a single dime?”
You’ll need to consult the resident bond expert(s) on that one. I’m more of an “allocation” guy. :)
I’ll submit here, for what value it may hold, Randal Forsyth’s opening salvo in this week’s “Up & Down Wall Street” (Barron’s June 14).
“Amid th…
