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.
Thanks @Ol’Skeet,
I find it interesting that your equity position is already 5% overweight early into the year. I’m bumping your post before it disappears in the avalanche of new ones because I know several regulars find your commentaries valuable…
@Ted,
Thanks for the CNBC link to this story. In light of your comment a month ago that Boeing was “a great long term investment”, it would seem appropriate to follow the 737 Max story thru to completion. I’m sure many mfo readers followed your ad…
Trump’s Advice to Boeing: “REBRAND” the 737-Max
“What do I know about branding, maybe nothing (but I did become President!),” Trump tweeted at 6.29 a.m. ET. “But if I were Boeing, I would FIX the Boeing 737 MAX, add some additional great features, …
@JoeD,
Agree it’s much more complex than my answer suggests. I don’t disagree with you. I was just trying to look at this more from an investing perspective, since that’s what we attempt to do here. I’ve seen board members get real worked up over t…
“Trump Slams Fed Again, Says Stocks Should Be 5,000-10,000 Higher”
I don’t think it’s healthy or helpful to be obsessively fixated on the stock market all the time and worring about where the Dow is - or trying to foresee where it will be six month…
”Maybe it is who we are as a culture or, maybe, a species. Do we really worry more about the wealthy and their businesses and farms (or the profit derived from them) than about food for the young? At the minimum, don't you find it interesting that …
Gets confusing. Macquire runs a fine infrastructure investment complex. Oppenheimer, where I have a bit, apparently farms out their infrastructure fund to Macquire to manage (OQGAX). Not a great record since Oppenheimer got involved - but they’ve …
Thanks OJ - Interesting. Meanwhile, Moore was on Bloomberg this morning talking his case. I suspect he’s campaigning on the other networks as well? It’s hard not to become very cynical about all this.
Meanwhile ... another possible “fly in the (pi…
Possibly a graduate of The Bernie Madoff School of Accounting?
Haven’t watched entire video. From the mentioned discussion point it seems he’s attempting to demonstrate that an equal probability of risk (ie loss) can be achieved by investing 8X the…
Glad to bump this one over to the Discussions + side. For many here there’s some significance / importance in current C/D rates. Personally, I view cash more as ballast and take whatever short and ultra-short funds will pay. Not something I pay a l…
Nothing ... if I’m reading the charts correctly.
The S&P has risen around 15.5% since the first of the year. The DJI isn’t far behind at +12.5%.
Either of those numbers would be a fine return over a full year - let alone a bit over 3 months. …
In addition to John Oliver’s focus on investing in mobile homes, you might also want to invest in mobile home parks. Some reasons (From Mobile Home University):
- “From the New York Times to Bloomberg, mobile home park investing is starting to be r…
Old_Joe
Thanks for your perspective. I’d forgotten there was another type aircraft before the modern jet transport came along. Agree 100% that it’s easy to armchair. (Is that a verb?) Different when your ass is 5,000-10,000 above ground and things…
“In addition--this part usually remains unsaid, but it should be surfaced--neither asset class will withstand major wars.”
Maybe give thanks to Robert Oppenheimer?
@Old_Joe, Thanks.
I was hoping you’d weigh-in on @Gary’s post above as someone with past aviation experience. The “throttle back” suggestion in his article is intriguing to me. (1) Would failure to do so in itself normally be dangerous at that …
Are any of these "graduate student athletes" really in search of a Master's degree, after all?
“Graduate Student Athlete” ?
A cynic might term that an oxymoron.
...
(With nonretirement-account losses able to 'detax' any gains for years to come, I have been pondering recently, as I raise cashflow from both rollovers and Roths per ORP, whether the taxfree future of my Roths really matters.)
Different ways…
@MFO Members: I wonder how many had the Red Raiders playing the Cavaliers in the championship game in their bracket ? I also heard that the folks at CBS Sports are in full cardiac arrest, they will be able count the viewers on one hand.
Regards,Te…
I’m doing it all wrong.
First, I’ve allowed my Roths to outperform my Traditional IRAs over the years. Roths now comprise over 65% of IRA assets. Worse yet, if I need $10,000, I take $5,000 from the Traditional and $5,000 from the Roth. This leav…
I’d hate to believe that equity valuations depend primarily on whether Joe and Jane Doe are buying or selling their equity funds over any given period. But that appears to be the unwarranted assumption underlying the author’s professed bewilderment…
I belatedly agree with @msf. I searched and couldn’t find where it’s illegal to access these sites through the back door. Nor has anyone alleged that it is. More of a personal comfort level I guess. I’d rather pay for the goods I consume.
Subscript…
Nice find @Gary.
First, note that experts seem to disagree about whether or not failure to throttle back right after takeoff was to blame. (@Old_Joe may be best qualified to address that.):“Pilots interviewed by Bloomberg didn’t agree completely ab…
“did you perform your job for free?”
@Mark pretty much echos my thoughts. So, personally, for my own consumption, I make minimal, if any, effort to go around a publisher’s paywall. I want our free independent press to profit and flourish. I subscr…
@JohnN - Thanks. :)
@Catch22, You’re not rambling - just a little too complex perhaps for the intellectually challenged.
What I gleaned from your response to my question is that you’re not so much opposed to @John’s article’s focus on market crash…
Nicely articulated by @LewisBraham. Thank you. (I too can do without Suzie O.) :)
Re “aged scotch” ... Just for accuracy: All scotch is aged (minimum of 3 years in oak casks - by law). That’s the only kind there is.
Here’s the exact language fr…
Must be time to sell, sell, sell the equity side, eh? Catch the equity top right now !
@Catch22 - I assume that’s meant sarcastically?
Rather than trying to get in and out every other week, may I suggest everyone have a well thought out plan? Ri…
@Old_Joe- Thanks for the update. News is coming fast and furious now.
Much on ABC tonight on how those unfortunate pilots on the last downed bird switched MCAS off as trained - but “inexplicably” switched it back on when they weren’t able to proper…
RE: "Turn off the tube!": It would be my guess that very few if any of us still have a "tube" to turn off. A flat screen, surely.
All I know is that AT&T (which owns DirectTV) hits me up for $100+ monthly. Love NASA TV - which has gotten much …
@Old_Joe - Thanks for the memories. The list could go on and on ... endlessly.
@Ted, Nice to see we agree on something. Thanks.
I’ll agree today’s business news programing is 90% + noise. Vast wasteland for sure. So perhaps that headline @Ted li…
“Investors Shouldn't Watch Business TV”.
Alright. Than who should watch ?
I’ll say, coming from a very large family where money & money management were pretty much alien concepts (except Fridays when we ate very well), just about everything …
@hank; Wouldn't it be nice to have some dry powder to throw at the market, say with a drop of 20,25, or 30 % ? Maybe a spiff play or two as Old_Skeet does from time to time.
Good topic.
…
Thanks both for the input. Having deliberated this a while, I want to concede that my analysis is quite distorted in that it may suggest only taking from investments near market peaks. Of course that’s not realistic. So, proponents of the bucket app…
Food for thought - I’ve never subscribed to this popular notion of maintaining a separate “bucket” of cash to “tide you over” during temporary declines. My approach has been to create a (1) reasonably stable portfolio with growth potential and to (…
Re: “What if you’re landing without MCAS? Would you have to increase your speed a few knots ...?”
@Old_Joe - Gets complicated ... Doesn’t it?
Here’s a good article. The excerpts speak for themselves. https://www.globalresearch.ca/no-training-p…
@Old_Joe - Re your “Comment: Why is this "a major vulnerability for Boeing" but not for Airbus?”
You nail that on the head later in your passage. As we’ve suspected, that last upgrade (to those larger heavier fuel efficient engines) caused the (c…
@hank: “I know from reading your above comment that you follow KCMTX. Did you know that last week ... Parker Binion's fund knocked it out of the park (so to speak)? KCMTX was up 3.2% for the rolling week through Monday. Wonder where he has it curre…
I'm not a BB fan (unless my uni does another 16th-seed upset like last year) but every time I see this thread and "How's Your Bracket" I keep flashing back to my orthodontist during my teenage years. So thank's for that piece of nostalgia. :)
Goo…
