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.
@Sven - Thanks for chiming in. Valuable information. I tried to limit my remarks to the actual question as Larry worded it:
”Does this relative increase in intermediate term and a flattening of the shortest term (Money Market) rates have any mean…
A working link would be nice @Fd1000. Like flying blind here. But for you to conclude somebody’s opinion of where to best invest was “wrong” based on YTD return (in this case less than 2.5 months) is a bit rash. Hell, even here folks have longer…
I disavow any claim of “greater insight.” But as no one else has taken this up I’ll venture an opinion …
”Does this relative increase in intermediate term and a flattening of the shortest term(Money Market) rates have any meaning going forward?”
…
Interesting article in today’s WSJ
Headline - Documents from Fox Defamation Suit Spotlight Tensions Between Prime-Time Hosts and News Personnel
Excerpt: Newly released court documents from a defamation case against Fox News over its 2020 election …
”He is getting paid to make great forecasts, if he fails, he should be fired.”
Hmm … Tell me who makes correct forecasts 100% of the time. If it were a “sure bet” than wouldn’t everybody buy the same investments? Then 100% of us would outperfor…
I agree there are serious issues with many emerging market countries. A lot of them are stuck with authoritarian corruption that does not improve the investment climate.
China, given it's size and recent aggressiveness will probably have a greate…
”Aside from ‘practical’ considerations, ie how much of a hit would I really take, there are the moral ones. While many people eschew using ‘moral values’ in investments, as everyone has different ethical values, there is a case to make that many mo…
Thanks @rsorden
Here’s what I came up with for FRDM (top 10 countries by investment)
Taiwan 22.14%
Chile 18.87%
South Korea 18.12%
Poland 13.40%
South Africa 5.89%
Brazil 5.54%
Malaysia 4.92%
Indonesia 4.88%
Mexico 3.46%
Philippines 2.31%
Source
…
”… allowing anyone to purchase firearms if they desire to do so … “
Yeah. Open-carry at that.. Really ought to make folks want to vacation down there with their pets and kids. Just take care not to infringe on someone else’s staked-out spot along…
Wish there was someone who never got anything wrong. Why is that so difficult?!
Agree @Devo …
But don’t write Wilson off yet. Wrong? Might just be early. I’ve heard this (bullish take) from enough quarters recently to give it some credence.
I think @LewisBraham means we're old...
Old we are. But I also take this group to be quite suave and sophisticated. If Diogenes could search for ”an honest man” amongst the citizens of Athens, I may seek out a TikTok user among us. Reading the gov…
+1 @Old_Joe - I’m convinced if you listened only to Summers and El-Erian you’d never invest. Frankly, I watch only the first 40 minutes of the one-hour WSW - so don’t do Summers.
@Old_Joe -
Most interesting. Appreciate the added information. Well … I’ll have to decide whether I want to risk losing the damn phone while shopping or having it stolen from vehicle. One hopes to be able to estimate the relative risks based on t…
Thanks @Old_Joe -
Well … err … I guess they can bust into your car, house, or mug you somewhere if they want the phone bad enough. Good advice though. Wouldn’t leave it in the car more than an hour or two. I guess between breaking my car window…
I just checked my device. You need to enable the “erase” function in settings. Wish you could set it to fewer than 10 errant attempts before that happens however. ISTM 5 attempts would be enough - unless you’re seriously mentally incapacitated or ab…
I found the first 2 guests bright and insightful. Both got into the nuts & bolts of market volatility. Some comments on the 0-dated options craze and its impact on volatility longer term. Not sure I agree with some of the woman’s assumptions -…
The past year has led me to hold a very small ongoing position in SPDN, currently 2% of total invested assets. Enough to modify downside volatility on bad days. Definitely an experiment. The thinking is that it may be allowing slightly more aggres…
Thanks ,@Mark - Some pundits like the VIX and talk it up for whatever reason. I find it intriguing. Bloomberg TV often airs the current reading along with other market data. You can invest in it indirectly thru a (tortured) fund (TAIL). Below - …
Silvergate/SI is an FDIC insured bank
That’s interesting. One of the Fed “open-mouth committee” members seemed to hint at a rate hike pause yesterday (for later this year). Strange talk I thought based on past Fed rhetoric. Was scratching my head …
Today’s the first time I’ve gotten the fixed income allocation up to 20% of portfolio in at least a year. (Sold across the board.) Everything’s ripping today. Dollar must have weakened because some foreign holdings gained. Metals and mining conti…
BTW, this is also the 1st posting of 3/3/23! Where did everyone go?
I’ve been busy taking profits all morning.
PS - I’ve enjoyed reading some of the current threads even if I haven’t contributed. Especially some of the excellent analysis and number…
I came across a good WSJ article on this issue. Unfortunately, cannot link it.
But most of these “hijackings” of iphones involve them being physically stolen after someone has observed the passcode being entered. In specific, bars are being targe…
Thanks @Sven.
Your link didn’t work for me, but found the Zweig article in my Kindle edition of the WSJ from Saturday. Never been a big Zweig fan. Good advice usually, just not very deep. But he hits the nail on the head in leading off with the …
”… there's no comfort to be had in holding a tablet or laptop like there is in holding a good book or the printed word in general in your own hands.”
I get the point. Nostalgia. Frankly, I see little difference. It’s the thought primarily and, in…
:) - Fortunate to live in a fairly dark area @Derf. Nice sight on clear nights even before it gets completely dark. Hope you get a chance to view it in next few days.
Thanks @msf!
Yep - #3 is closest to what I wondered about. Fido has some great funds of their own, but I haven’t used any of them. No plans to. As you note (under #1) they have some stringent trading rules re their own funds.
Re #2 - There wo…
