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.
Yikes.
Looks like Russia seriously underestimated the state of the art capabilities of U.S. reconnaissance and battlefield weapons systems. The extent to which these have played a part in those images will someday be known. Not to downplay the co…
Yuppers. Trying to get my head around it. Shorter wavelengths travel further. Right? But tuning to one was much harder as I recall. Very sensitive.
BTW - Subscribed to a year of Magellan for something like $60. Not bad. Lots of science, aviatio…
@Old_Joe,
I hadn’t thought about that. Went with @Derf’s wording. But the “signal” is much different, even if the antenna isn’t.
BTW - as a kid I got ahold of an old radio capable of tuning to multiple frequencies. I think it was from some “Gra…
@Old_Joe - Thanks for sharing your wealth of experience.
Did I error somewhere in my comment? Maybe the remark about a friend not getting PBS? Has nothing to do with frequency. Stationary mount. If he could rotate the antenna to the correct d…
Yep, After getting broadband 2 years ago I ditched DirecTV but was unable to get locals over the internet using Sling’s TV service (long story). So up went an (amplified) digital antenna. Fringe area here probably 40-50 miles from transmitters.
P…
Interesting discussion. I’m as confused as anyone. No real answer except be careful. Don’t throw your entire wad at this thing because it could last years. Technically the S&P isn’t even in a bear market yet - if 20% down is the criteria.
I’v…
From this week’s Barron’s (September 12):
“The Federal Reserve now owns about a third of both the Treasury and mortgage-backed-securities markets as a result of its emergency asset-buying to prop up the U.S. economy during the Covid-19 pandemic. T…
Had a boss once at a garage where we did vehicle repair who’d quip, “We’ll fix it or f*** it.”
Crap. Getting too OT on the thread. Umm … I used M* very little. But had a great link to Lipper thru Reuters I relied on for about a decade. Went blan…
I’ve watched / listened “off & on” a few times over the day (background noise). I do think all the guests (perhaps except Summers) were very positive on high yield bonds - seeing more growth & value potential there than in equities. Most, …
I wouldn’t want anyone to stumble into trouble based on anything I said. Not qualified. And I don’t comment on others’ stock picks anyway. Randall Forsyth (citing mainly Stephanie Pomboy) is about as bearish as I’ve heard him on his return to Barro…
“and even the "lowest risk" one lost up to 20% with recent interest rate hikes.”
Sounds like that one was over-invested in bonds. Similar thing happened to formerly “safe” AOK.
I can loose 20% quite easily without having to pay somebody $200 to…
+1 Thanks Yogi.
From your list of Tips - “The free PV version doesn't allow STORING portfolios (anymore) … “
I found that not to be the case. After logging out (before posting here) I was still able to get back in. All 3 saved portfolios were int…
Well, they certainly won’t be happy with today’s action (especially Kashkari). Most everything except the kitchen sink’s up.
“When the cat’s away the mice will play.” :)
I’m thinking maybe Mr. Kashkari has shorts on?
Thanks @Catch22,
Not wanting to give the wrong impression, I did the math and ARKK currently accounts for 1.75% of portfolio. As stated earlier, a counterbalancing / parallel consumer staples stock is of roughly equal weight (3.5% combined). Per M…
We’ve now entered Fed Blackout, a period when members are forbidden from making public comment leading up to their next scheduled FOMC meeting September 20-21. Their “wide open” mouths the past few weeks have moved markets both at home and also a…
PBS / Frontline do some brilliant unvarnished investigative work. One reason why the right has consistently denounced them and taken away / or threatened to take away public funding. I was too harsh. It should be said that if the documentary can …
The only problem with Frontline is that it’s preaching to the choir. Does anyone think neo-Nazi scumbags watch PBS? I still think the musical Cabaret should be mandatory viewing. Might possibly leave an impact on some of those lost soles. Ah - w…
I disagree a bit with the above analysis. ISTM what we’re witnessing with the reputed demise of the 60/40 is more of an abnormality - a “transitory” condition (to borrow a phrase). But that’s only my best guess. Further, I’ll side with Twain on th…
Dunno. I added about 5 more trackers this morning. Figure if 2 agree on something it’s probably about right. Agree there are different reporting periods. And some aren’t up to date. Still, the difference here is concerning. Fido is great on mutua…
If the nightly network news is a reflection of what the vast majority of Americans care about, than we are indeed in trouble. I watch primarily out of habit, but also to try and understand what folks care about.
Lately, weather’s been the lead sto…
I don’t think anybody should invest based on those kinds of projections - or even their own amateurish “macro” views. Know your risk tolerance. Have a plan in place before the jello hits the fan. Follow plan. I think it may be fun / entertaining to…
Seems to me that the Russians are doing everything in their power to ignite Ukraine, not the markets.
Yep - I’d already deleted my earlier reference to the war in the prior post. Apologies.
As I’d mentioned, I heard a market “pundit” (they’re “ch…
Generally, when I start running out of cash to throw at these things, they turn up. Running on less than a quarter tank now. (Enough for 2-3 more dumps.) We shall see!.
:) Fooled me. Rosenberg is featured quite often. Tends to be in the morning hours however.
My Lord, his T bonds couldn't have fared very well today! Rough day on bonds.
He has a weekly interview series on Bloomberg Weds at 9PM. I like the discussions but hate that they feel the need to interrupt Asian market coverage mid-week to run an hour of other programming, of which this is one of them.
Wish they’d can that …
Here’s a link. https://nypost.com/2022/09/04/bed-bath-beyond-exec-gustavo-arnal-idd-as-nyc-jenga-building-jumper-source/
Sad. Life gets complicated. (Not a great way to deal with that.) Of course BBY has been in the news recently as the stock has…
Thanks OJ. I hadn’t realized the extent to which Boeing was involved in this. Geez. You can’t even trust them to build a safe passenger plane on their own ….
Wonder if these flawed 2 launch attempts will result in Boeing CEOs having to cough up …
Methiinks they need Elon Musk to review WTF they’re doing …
Don’t care for the practice of appointing political favorites to head NASA. I believe Trump began the process. Nelson was one of the last civilians allowed to take a “celebrity” ride on t…
Yeah - That right leaning “straight-from-FAUX” crap doesn’t deserve a reply.
To attribute what’s left of ARKK’s prior valuation to still gullible investors and / or shoddy accounting at this point in the game is to ascribe to those who initially…
Listening to NASA news conference at this moment. Sounds like human error today. Somebody “over-pressurized” the SOB during fueling leading to a big hydrogen leak.
Complicated stuff for sure.
Too political. I view this as more about the “madness of crowds” than anything else. May drop another 50%. As a confirmed bottom feeder I”m comfy holding a tad. With NASDAQ off over 25% YTD some of the excesses have been removed.
@Anna ,
The question was from @davidmoran.
:)
Unless you’ve been actively investing a long time and enjoy “The hunt” I tend to agree with him. Your stated loss is very low. I track 40/60 PRSIX and it’s down over 10%, To be down 7% or less wou…
@JohnN - I’m surprised how bonds have fallen so rapidly. My GNMA fund has been hit hard. However, I view it as a hedge of sorts. Obviously it hasn’t functioned in that manner lately. But the market is throwing lots of curve balls. Just try to duck …
