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+1 Hello.
”Anyway, I have been working on simplifying my portfolio and target date funds are actually looking more and more attractive to me, but it is not easy to leave your trustworthy funds and I guess I am just an average investor as they turn …
Yep - That sounds nasty.
I’d think you could get better streaming through a conventional device - laptop or tablet. They do a better job with weak wifi. Than, if you wanted, you could run a cable from that device to any TV as long as you could obt…
Have they determined that the health benefit outweighs any long-term problems? I remember the hype about amphetamines in the 50s.
The NYT notes some potential problems:
- Malnutrition https://www.nytimes.com/2023/04/21/well/eat/ozempic-side-effect…
Hell, ozempic even made Barron’s this week - not necessarily in a good way:
Ozempic, a GLP-1 receptor agonist, is a weekly injection aimed at reducing people’s appetite for addictive foods, helping them lose weight. It’s been a problem for many st…
Here’s another potential lead to “What happening in health care?”
Title: ”Moderna shaves off $7 billion in value after Pfizer warning”
https://gulfnews.com/business/markets/moderna-shaves-off-7-billion-in-value-after-pfizer-warning-1.98912855
Ab…
A “hotspot” is incorporated into most decent cellphones. Go to “cellular / settings” to enable it. Yes, there are separate “hotspot” devices you can buy. But they won’t give you any better service than a good cellphone. A lot of providers includ…
I’ve never dealt with the sector. On a broader note, the near obsession with weight reducing drug ozempic is having far reaching effects on businesses, including the health care industry. To be sure, the medication is intended for specific medical…
Not to belabor the issue, but my OP was intended only to summarize the FT article as it appeared. Here’s the relevant reference to the film as it appeared in the FT:
”The epic western, which stars Leonardo DiCaprio …. “
(Article by C. Grimes, F…
Apple TV subscriber here at $7 monthly. Looking forward to watching this when it moves to TV. Otherwise, I’d have dropped the subscription. “The Morning Show” (Season 3) isn’t nearly as good as when it first debuted a few years ago despite a ste…
This week’s edition looks like a fascinating read that should interest those who visit this forum. Cover story is positive on Charles Schwab. Inside I found this one: ”How to Play Investors’ Growing Interest in Bonds”. Blackrock is singled out for…
Thanks for sharing. It’s hard to make sense of all the carnage. My mind continues to recall lines from assorted poems long ago remembered.
”But if he could describe it all
He would be an artist.
But if he were an artist there would he deeper wou…
”But if you bought the CD from a brokerage it would be little different from having bought a 5 year Treasury.”
Ginsberg's theorem
1. You can't win. (consequence of first law of thermodynamics)
2. You can't break even. (consequence of second law …
Guys - You’ve almost convinced me to sell everything and move it all into that “guaranteed insured rate of 5+% for the next … 5 years.”
Never invested that way before, having grown up believing a broadly diversified portfolio is the way t…
Funny @Anna
I was listening to an audio biography of Musk just the other night. Whoever played “Scottie” on the old StarTreck TV series had paid Musk / SpaceX a tidy sum to have his cremated remains sent into space. But the rocket blew up over the…
7-10 yr Treasury IEF may have the most kick from 10-yr.
Just looked at IEI which is 7-10 Treasuries. I’ve decided to stay put. The international etf has a bit in EM bonds. I believe there’s some appreciation potential there as well (but don’t repea…
I’ve long held a slug in international bonds thru an etf. Seriously considering shifting that into an etf that’s about 70% U.S. & 30% foreign. ISTM that with the 10 year near 5% U.S. bonds are the better choice now. What am I missing?
@hondo - Was “Tarhell” a Freudian slip?? / I’d guess it’s a silly typo. Thanks for your thoughts on the issue. Our thoughts are pretty much in sync. But Tarwheel has done a nice job laying out the alternate point of view. A comprehensive write…
@Yogibearbull - Thanks for clarifying. Guess I’ll have to sell it than! For years I’ve been under the false impression it was a bond fund. Actually, not knowing what I’m doing sometimes works better than when I know what I’m doing.
Yes, M* show…
Is CVSIX a bond fund? I think so. It’s up 7.1% YTD, 9.44% for 1 year, and has a 5 year annualized return of 3.38%, which compares favorably to cash over that period. Not all “bond funds” are equal.
(Numbers from M*)
I’ve never bought a bond directly (aside from some savings bonds years ago). But I do know that 0-coupon bonds are extremely volatile. American Century had some 0-coupon bond funds back in the 90s. You could choose from a variety of maturity dates. …
@Tarwheel - It sounds like you posted to make your case for not owning bond funds. I’m fine with that. It’s a convincing case.
There are many ways to construct a long term portfolio. Not everyone should own bonds or bond funds. They are likely …
My "roadster" is a 2008 stick-shift Fit. Fun for driving around town. A little too bouncy on the freeway at higher speed.
My favorite driving experience was an ‘86 Ford Escort with “4 on the floor”. Just a 4-banger but fun to drive & maneuver…
Thanks for the insights @MrRuffles. For sure - many resisted downsizing to smaller cars. To an extent, larger, heavier vehicles had an advantage in ride comfort back than. I’m not sure that’s the case today. Also wondering what percentage of pe…
+1
Yes thanks to all here. I like Marks a lot. That said, ISTM he made his name analyzing / investing in distressed debt. So the tilt towards credit doesn’t surprise me. But Yuppers - I’d listen to him ahead of a lot of others. Nice summary @…
No comment on whether I “believe” the numbers. I don’t dispute that they are honestly computed based on their best ability and the complex methods they use. Catch’s post explains the methodology. So I accept them.
Where I wonder … Are they compa…
Another ”use by” watcher! Damn, don’t they come up with some of the tiniest, most difficult to read markings? Must be a whole course of study devoted to making those dates nearly invisible.
In my first year living / working downstate (1970) I’d …
As I’ve stated before, I don’t do TIPS (except to the waitress or cab driver).
An individual TIPS bond is one thing. Not too hard to fathom. Makes sense for someone to buy and hold one having a set maturity (only if meets their needs). But thro…
Some nice facts cited by david from Google. I’ve separated the food items into two different groups: (1) generally less healthy (cholesterol and / or sodium laden) foods (2) a healthier group foods (resembling my own diet) emphasizing beef, seafo…
