Boho
Thinks s/he gets paid by the post
- Joined
- Feb 7, 2017
- Messages
- 1,844
That quote is essentially meaningless.
Yeah. Damn...it's so hard to find an article on this with citations to the actual study or the details I want.
That quote is essentially meaningless.
Yeah. Damn...it's so hard to find an article on this with citations to the actual study or the details I want.
Of course it is. I was a year ahead, putting new contributions into EM all throughout 2016.So I'm bringing this thread back up. Today international fund seems to do better than US market. is this going to be a new trend.
I did too, but then it stalled for a while.Of course it is. I was a year ahead, putting new contributions into EM all throughout 2016.
Now I am feeling like a superstar FA.
☺
Usually when GS comes out publicly, they already took all their profits privately.
So there's that
As part of the settlement, New York-based Goldman agreed to a list of facts put together by the DoJ that stated Goldman had misled investors about the mortgage-backed securities while knowing that the repackaged loans were indeed riskier than what they had told investors.
It was a bit of a letdown.I did too, but then it stalled for a while.
They are crooks in the investment world. I meant I really didn't listen to them. Just thought it was fun to add that even they agree with me.It's not in my view though with Goldman. These guys have been convicted of deliberately deceiving their own customers and acting against their best interests.
Goldman Sachs Finally Admits it Defrauded Investors In 2008 Crisis | Fortune.com
So there is no reason to give their public opinions any weight.
This!I haven't met anyone that could reliably predict future market performance so I maintain diversification across both US and foreign markets. ...
Green shoots in Europe market? Any thoughts. I made exactly $40 out of VEA in my HSA account. I had enough money to buy 50 shares. On the other hand VWO barely up in my HSA account.
as the dollar weakens to more historical levels, international stocks will look like winners even if they do not appreciate much in local currency terms.
@Totoro, there is an easy solution for this: Stop looking.... So the downside cliff also looks kinda steep - yikes ..
I haven't met anyone that could reliably predict future market performance so I maintain diversification across both US and foreign markets. Recent growth internationally has lagged the US, but international stock valuations are also quite a bit lower than US markets, so they could be a "good buy" at this point.
http://3p5bnx3przb73659la2iupn2.wpe...wp-content/uploads/2016/05/SSRN-id2129474.pdf
Above is a link to a Meb Faber Whitepaper from 2012 that pretty much does reliably predict market performance over a ten year period using CAPE. He comments something like, "lots of people who believe in efficient markets keep the same allocation all the time. Does that make sense looking at this data?"
For those who believe US stocks give foreign exposure, while that's true, would you rather pay a high or a low price for that exposure?
I don't make a lot of adjustments to my holdings, as I have individual, mostly US stocks with large embedded gains, but when funds come available, or when I do reduce US stocks by selling/buyout events, I've been reallocating to lower CAPE international markets.
Possibly you posted the wrong link. All I see there is a scheme that looks good when backtested. I see no evidence that it has "reliably" predicted anything.... Above is a link to a Meb Faber Whitepaper from 2012 that pretty much does reliably predict market performance over a ten year period using CAPE. ...
Since I just some sold of my holdings in VEA this morning, I feel I should comment.Green shoots in Europe market? Any thoughts. I made exactly $40 out of VEA in my HSA account. I had enough money to buy 50 shares. On the other hand VWO barely up in my HSA account.
Possibly you posted the wrong link. All I see there is a scheme that looks good when backtested. I see no evidence that it has "reliably" predicted
...
Coming at it another way, if the guy really does have a predictive tool, why would he be giving it away? Why would he be hawking his advisory firm? He wouldn't be. He'd be on a tropical beach somewhere being hand-fed peeled grapes and drinking from a glass with a little paper umbrella in it. The reason he's not on that island is that he doesn't know any more about the future than the rest of us, so he has to work for a living -- selling dreams.
Nassim Taleb's Black Swan Thanksgiving Turkey - Business Insider... I've backtested something else. The sun has risen in the east. I'll predict it will do it again. ...