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.
Unable to access the Vontabel piece: "The page you are looking for is not available to your investor type, region or IP address." Could be my VPN which I haven't figured out how to switch off in IOS 26 short of deleting the security app responsible…
Thanks @msf - a lot to try and digest.
From the Guggenheim piece,
"CLOs are governed by a series of coverage tests that measure the adequacy of the collateral balance and the cash flows generated by the underlying bank loans."
Question 1: Who d…
"Bank-loans are non-investment-grade or not-rated"
Interesting. Thanks @yogibearbull. I knew there was "magic" involved, but did not realize the extent.
"M* shows JAAA as having only 7.65% as non-inv-gr & not-rated."
True, but that is aft…
Just watched full video.
- Ed's been in the investment business 40 years. (I've been investing for longer - over 55 years - but won't hold that against him.)
- Ed draws many parallels between today's markets and the 1920s.
- Importantly, many hav…
"In 1980, they consisted of Otis Williams, Melvin Franklyn, Louis Price, Ron Tyson, and Glen Leonard."
Thank you @Mona!
Ahh ... So Franklin (the wonderful baritone) was in both the '68 and '80 group. Looks like there's a film out there abou…
@Mona - Thanks. I came across that awesome VEVO recording of Silent Night you posted and decided to use a stage performance instead. The VEVO has superior acoustical quality being studio recorded. I'm wondering now if I might have gotten the d…
Glad folks like this one. Happened upon it a couple weeks ago by accident while watching a pretty decent Christmas film, The Holdovers. Midway through the film this tune was faintly audible in the background. I asked Siri, "What's playing?" She n…
Yes, the linked source notes that exact amounts vary by source.
I was a bit surprised when I looked up 3 of the 10 BARF basket holdings. Larger then I'd assumed. All 3 are considered large cap - but at the lower end of the range.
AJG $65 Bil
HE…
Hopefully I'm not being redundant here. I can never remember these designations and so frequently have to refer to charts like this one:
mega-cap: market value of $200 billion or more
large-cap: market value between $10 billion and $200 billion
mi…
@msf said, "I've always been somewhat underweighted in large caps (futilely fighting the tape)" Yeah. That goes double here.
I think a collection of small and / or mid caps is a good idea for a small portion of one's portfolio today. My BARF ba…
"... the market has been driven to record height levels this year by retail investors, not institutional investors, who are sitting mostly on the sidelines according to Business Insider and Vanda Research, with the latter reporting that cumulative r…
Congratulations!
I just ran a calculation FWIW: $500 invested on your great granddaughter's birth date and allowed to compound over time would be worth $45,490.28 when she reaches age 65. That assumes a one-time initial deposit, quarterly co…
@DrVenture - Barron's had a positive article on GHC Graham Holdings about 5 or 6 years ago. I bought some and messed with it for a couple years before letting it go. Guess I ended up with a small profit. It finally took off and must have doubled or…
I couldn't get enough Willie Nelson in younger years, probably during the 80s. "Poncho & Lefty" yes. Also "Angel Flying Too Close to the Ground" with the magnificent guitar solo. And the Beach Boys? Just amazing. The off-beat "Sloop John B" …
Board was kind of slow so I tossed the Barron's picks out there. Not my recommendations. I'm with @Crash when it comes to looking for less crowded trades.
Re Barron's - better than a 500 batting average. But some of their picks take years to pa…
Thanks @Crash.
Maybe these recommended high dividend stocks from the same issue of Barron's might interest you?
AbbVie / ABBV
Chevron / CVX
Coca-Cola / KO
Exxon Mobil / XOM
FedEx / FDX
J.M. Smucker / SJM
Northern Trust / NTRS
Pitney Bowes /…
Not sure if the magnitude is any worse than what has been occurring across the country for years if not decades under Administrations of both colors. Haven't there been instances of as many as 20 or more children being killed sitting in classrooms? …
I promise to view the video later. However, suspense is intense! The market will continue to roar until when? Forever and ever? Or maybe until after the mid-term elections? Or what?
Add: Yardeni is cited in this week's Barron's as making that "…
Good interview with Bob Costas on Cuomo Friday. I'm hoping to dig it up and post it. I do not follow college sports. I was shocked to hear some college athletes are being paid millions of dollars a year for playing and that some may play for 3 or 4…
It's a great week if you don't eat. Shopped today. Paid over $1 for 1 medium sized sweet potato. Paid between $6 & $7 for a 52 oz jug of OJ. Oh, $8-$9 for a pound of cubed round steak (passed). I can afford it. But worry about many who can't.…
SLVR up 4.82% !
After rono posted a number of weeks ago I bought 30 shares just for the hell of it. It gets really boring with everything in CDs, Treasuries, and MMKTs.
So far ahead $326 on SLVR, and $272 on SILJ. Both have been up and down- fun …
@hank =+1 Unfortunately the all mighty dollar is turning sports into a piss pot.
Yep. If academic profs made that kind of money we wouldn't have the Professor here running the show. :)
Along another vein, that kind of money might go to your hea…
Good pick @Observant1 - Pretty sure that was near the end of the group's existence. Some great tunes in there. And an oddball, "Maxwell's Hammer", which I think caused some bickering within the group. My favorite is "Because". And what great co…
I was shocked to read they were paying the guy $5.5 Mil a year to coach football! Is that what universities are about today? Any literature, math or history profs making anything near that amount?
"Mamas, don't let your babies grow up to be cowb…
UTUBE any help?
@Derf - I linked one from UTube and then pulled it down. Promotional in nature. Near worthless as a tutorial on how to use the system,
I usually choose to learn things the hard way - by trial and error. Fidelity's baskets are fai…
I always get amused about investing based on "statistical trends". Sounds like a marketing advertisement, by a stockbroker, for "buy and hold" investing!
"Buy and hold"? - Haven't heard that antiquated term in a long while. :)
I watch charts / t…
Trump says we get to keep the oil. Doe he mean him? The U.S. Treasury? Or who?
Might this be how he intends to fund the $2,000 check he plans to mail everybody?
It can be a little frustrating - "Not quite ready for Prime Time" sums it up. My IOS tracking app is so good at splicing, dicing & charting that I probably wouldn't even need Fido's basket. I have 3 baskets, each with 10 holdings. However…
Speaking of radio, residing in the Detroit metro area during the 70s-90s, I was blessed with the awesome AM "clear channel" WJR. Along with personalities like the late great JP McCarthy the station provided a rich diet of contemporary music. So ne…
" In the late 70s or early 80s while away during the summer, it got so hot inside the house
that most / or all of the library of 33 rpm albums partially melted and were warped beyond use."
What a terrible experience!
It hopefully wasn't too difficu…
"Google WILL steal the eyes out of your head if you let them"
Information is money. And Google gathers huge swaths of information through any means.
Google is damned "sticky". I'll get pop-up offers to "sign in to your Google account" when usin…
Rondstadt's "Louise" was included on a 1977 double vinyl album. I picked it up in the 80s after it had been transferred to cassette. Using a Sony cassette boombox I enjoyed this and other albums on long drives in a 80s era F100. Beautiful truc…
