Fermion
Give me a museum and I'll fill it. (Picasso) Give me a forum ...
I wanted to short Sandisk when it crossed $1400 but the puts were so expensive! Looks like it has dropped $100 already so I guess they were expensive for a reason.
What did you trade today and why?
- Thread starter YellowSubmarine
- Start date
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YellowSubmarine
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+ ARCC, NIHI, MO add to positions (IRA)
+ AGEPX start new position...seen this mention in Kiplinger's...5-star and pays >7%; good history too.
+ AGEPX start new position...seen this mention in Kiplinger's...5-star and pays >7%; good history too.
Surewhitey
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A I missing something or is this a third world junk bond fund?
OP
OP
YellowSubmarine
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Maybe...these numbers look good to me: (Please advise if you see fault -aside for junk status)
Surewhitey
Thinks s/he gets paid by the post
Can't argue with the history. I've never seen a fund like that... Investing in small African country bonds & a couple of - stan countries. Interesting.
Looks like today may reverse that. Probably just as well you hesitated.
COcheesehead
Give me a museum and I'll fill it. (Picasso) Give me a forum ...
Taking the funds from my SGENX liquidation and putting it into my THOAX position.
THOAX has been up almost 13% YTD and almost 43% 1 year, 24% 3 year.
A global go anywhere fund.
This isn’t a new money investment. Just moving from an underperforming asset to a better performing one.
No change in my asset allocation.
Also adding to my muni’s.
THOAX has been up almost 13% YTD and almost 43% 1 year, 24% 3 year.
A global go anywhere fund.
This isn’t a new money investment. Just moving from an underperforming asset to a better performing one.
No change in my asset allocation.
Also adding to my muni’s.
Well MU is still going nuts. My hiking buddy is at it again. He bought 10,000 shares of the double MU ETF (MUU) on April 6th. Right now, it is at $491. He paid $151. That's a $3,400,000 gain in one month and 2 days. Maybe I should have followed him. 
Fermion
Give me a museum and I'll fill it. (Picasso) Give me a forum ...
Who puts $1.5 million in a single stock? You must roll with a little higher class of people than I do!Well MU is still going nuts. My hiking buddy is at it again. He bought 10,000 shares of the double MU ETF (MUU) on April 6th. Right now, it is at $491. He paid $151. That's a $3,400,000 gain in one month and 2 days. Maybe I should have followed him. 
RetiredHappy
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Unless you are an insider, in which you may be caught with insider trading and go to jail for it.
Well, he tends to do that. I'd be scared ....less. He admits it's highly risky to say the least. There's no way in hell I could ever do something remotely close to that unless I had a mid 8 figure net worth.
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No, not an insider. He's been following the stock for a while. He did the same with SMCI a while ago and it went from 1.5 million to 12 million, told him to sell half and he didn't. Rode it all the way back down to around 3 million. Still made good money but could have had crazy money.
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dickoncapecod
Thinks s/he gets paid by the post
A different look at employment --- in the household survey that is based on human interaction rather than data + lots of models.
The labor participation rate has fallen Y/Y to 61.8% from 62.6% ---
This month the number of employed folks FELL 226K --- and unemployed ROSE 134K.
FWIW, Dick
PS. I intend to be fully invested by today's close.
The labor participation rate has fallen Y/Y to 61.8% from 62.6% ---
This month the number of employed folks FELL 226K --- and unemployed ROSE 134K.
FWIW, Dick
PS. I intend to be fully invested by today's close.
I shaved off some of our Everest portioned AAPL holdings the day Tim Cook's successor was announced, and moved it over to Jensen Huang's NVDA.
I saw the smile on Huang's face and I swear it had to be the day that they were in talks with Intel... cuz I never seen that man smile so big that day.
That smile gave it away, just like getting an excellent hand at the poker table.
I made the move.
NVDA is now K2 sized folio holding and elevating to overtake our still barely Everest sized AAPL holding.
Go Mag 7!!!
I saw the smile on Huang's face and I swear it had to be the day that they were in talks with Intel... cuz I never seen that man smile so big that day.
That smile gave it away, just like getting an excellent hand at the poker table.
I made the move.
NVDA is now K2 sized folio holding and elevating to overtake our still barely Everest sized AAPL holding.
Go Mag 7!!!
According to Beureu of Gov Stats...fwiw...
The median age of the American labor force is approximately 42.2 to 42.4 years old. This median age has increased from 40.3 years over the past two decades, reflecting an aging workforce that contributes to slower projected labor growth.
Montecfo
Give me a museum and I'll fill it. (Picasso) Give me a forum ...
We can compare and contrast the HH and establishment surveys every month.They often differ even far more dramatically than the figures you cite. Many reasons for this. They count different things, different workers/jobs, have different methods and size of data sets. The establishment survey has revisions, the HH does not.
Having said that they tend to track over the long term, which makes sense.
Both surveys use sampling and modelling just to be clear. The data is gathered from humans in both cases.
The participation rate is expected to continue falling as baby boomers retire.
Just saw this last night. according to the head of DoubleLine Global Sovereign and Emerging Markets, "developed market sovereign debt is increasingly being scrutinized with the same rigor historically reserved for emerging economies. Mr. Campbell argues that decades of fiscal discipline gave developed markets their safe-haven status, but that advantage has steadily eroded through rising debt loads and expanding social safety nets. Meanwhile, many emerging markets (EM) have quietly cleaned up their fiscal profiles. "
A lot of the "basket case" emerging market economies have lower debt to GDP ratios and better trajectories than Japan, US, Europe, etc.
Randy145
Recycles dryer sheets
If you like EM debt, give EADOX a look. Sonal Desai (fixed income guru at Franklin Templeton) has been blowing it's horn for a few years. It's composition has debt from a bit more recognizable countries. I was in it last year until the dollar showed signs of strengthening so I got out to protect sizable gains, thinking about getting back in. If you happen to have a Barron's account, here's a link to the last roundtable where she mentioned it: https://www.barrons.com/articles/stock-market-economy-predictions-roundtable-43623434
AudiDudi
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Picked up some RWAY as it's off today. Ex the 18th with an announced 33c div. May add if the sell off continues. Gotta luv trying to catch falling knives
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YellowSubmarine
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Thanks, looks like a great alternative; in fact, near mirror image for 10-year performance.
dickoncapecod
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Okay, then. D
dobig
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Bought CGGE, CGGO, JQUA, DGRO and FDVV in retirement account. Added to TIBIX in other retirement account.
Down to 10% cash.
Down to 10% cash.
dickoncapecod
Thinks s/he gets paid by the post
Good luck with those equities. D
Montecfo
Give me a museum and I'll fill it. (Picasso) Give me a forum ...
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