Search found 199 matches

by BuyAndHoldOn
Sat Dec 15, 2018 10:32 am
Forum: Investing - Theory, News & General
Topic: AAII Sentiment
Replies: 3
Views: 489

Re: AAII Sentiment

Last January ^^^ Was one of the most Bullish readings for the AAII Sentiment on record. Turned out it was a good time to sell. Currently, we are seeing one of the most Bearish Sentiment readings. I will let you think about that one. (For those that don't know: the AAII Sentiment readings have long b...
by BuyAndHoldOn
Fri Dec 07, 2018 12:04 pm
Forum: Investing - Theory, News & General
Topic: Conceptually: *Why* does the Yield Curve invert?
Replies: 30
Views: 3866

Re: Conceptually: *Why* does the Yield Curve invert?

One key concept I was missing when I started this thread: What a Bond (series of payments) really is. If the investor is worried about yields falling (economic softness, or whatever): You can "lock in" a longer stream of payments by buying a longer duration bond at a yield that is similar or even lo...
by BuyAndHoldOn
Wed Dec 05, 2018 12:38 pm
Forum: Investing - Theory, News & General
Topic: Yield Curve = Inverted
Replies: 58
Views: 6006

Re: Yield Curve = Inverted

The 10-2 split is trending down again. I need to update my IPS to include posting panic inducing threads. 1995-2001 must have been pure hell for worry warts. Based on the data, I would start worrying when it starts going back up. https://fred.stlouisfed.org/graph/fredgraph.png?g=lFt2 That is an int...
by BuyAndHoldOn
Tue Dec 04, 2018 10:23 am
Forum: Investing - Theory, News & General
Topic: Yield Curve = Inverted
Replies: 58
Views: 6006

Re: Yield Curve = Inverted

https://finance.yahoo.com/news/u-yield-curve-just-inverted-172746511.html It’s important to keep in mind the timeline between inversion and economic slowdowns — it’s not instantaneous. The yield curve from three to five years dipped below zero during the last cycle for the first time in August 2005,...
by BuyAndHoldOn
Sat Nov 03, 2018 5:35 pm
Forum: Investing - Theory, News & General
Topic: FRED inflation--breakeven vs forward expectation estimate?
Replies: 5
Views: 403

Re: FRED inflation--breakeven vs forward expectation estimate?

“Expecting” 2% inflation seems like folly to me. How would that have worked out starting in 1965 or 1966? What was the “expected” inflation rate then? What has inflation been like since 1990? What is the rate-of-change, or the second derivative? It's hard (maybe?) to precisely predict inflation, bu...
by BuyAndHoldOn
Sat Nov 03, 2018 5:29 pm
Forum: Investing - Theory, News & General
Topic: Malaysian stocks/investing in Malaysia
Replies: 12
Views: 989

Re: Malaysian stocks/investing in Malaysia

I did end up buying some EWM (iShares Malaysia). As for the downturn in 2014: Turns out some of it is Oil-related, as the Malaysian government owns the large Oil Producer Petronas. A few stocks in the [foreigner accessible] index are energy commodity related, such as petro-chemicals, natural gas, an...
by BuyAndHoldOn
Sat Oct 27, 2018 12:29 pm
Forum: Personal Finance (Not Investing)
Topic: Data Breach exposure (Credit Karma notification)
Replies: 9
Views: 1100

Data Breach exposure (Credit Karma notification)

Greetings, I was notified by Credit Karma (https://www.creditkarma.com/id-monitoring/breaches) that I was exposed - email, and password(s) - in 4 data breaches. 3 are known and confirmed on this site (https://haveibeenpwned.com/): LinkedIn, DropBox, and "Trik Spam Botnet" - Trik Spam just had my ema...
by BuyAndHoldOn
Sat Oct 27, 2018 7:27 am
Forum: Investing - Theory, News & General
Topic: It's not enough to mumble "Stay the Course"... INT'L Investing has been a disaster!
Replies: 1247
Views: 107152

Re: It's not enough to mumble "Stay the Course"... INT'L Investing has been a disaster!

Then it's REALLY good news the entire world outside the USA has gone nowhere in 10 years. Absolute garbage :oops: Kind of like how the U.S. market went nowhere for the 10 years comprising the 2000s. Was that absolute garbage too? Actually, the ex-US index is only a little above what it reached in 2...
by BuyAndHoldOn
Sat Oct 06, 2018 12:12 pm
Forum: Investing - Help with Personal Investments
Topic: Do Bonds Go in Taxable?
Replies: 71
Views: 6856

Re: Do Bonds Go in Taxable?

I put 100% of my bonds in taxable so that they are accessible. I am in the 22% Tax Bracket (5% state), and I see the yields of Total Bond, treasuries (depending on maturity), and similar Munis (e.g., the MUB ETF) being comparable after taxes. So I invest in both taxable (like Treasuries) and non-ta...
by BuyAndHoldOn
Sat Sep 29, 2018 5:05 pm
Forum: Investing - Help with Personal Investments
Topic: Do Bonds Go in Taxable?
Replies: 71
Views: 6856

Re: Do Bonds Go in Taxable?

I put 100% of my bonds in taxable so that they are accessible. I am in the 22% Tax Bracket (5% state), and I see the yields of Total Bond, treasuries (depending on maturity), and similar Munis (e.g., the MUB ETF) being comparable after taxes. So I invest in both taxable (like Treasuries) and non-tax...
by BuyAndHoldOn
Mon Sep 24, 2018 12:13 pm
Forum: Investing - Theory, News & General
Topic: Turkey/Turkish Stocks down 32% - approaching 2008 levels
Replies: 106
Views: 12267

Re: Turkey/Turkish Stocks down 32% - approaching 2008 levels

TUR trades above my cost basis now - I think a lot of this is currency related. (I know the Turkish Central bank is doing *some things* to defend/prop up the currency [finally]).

https://www.bloomberg.com/news/articles ... e-released
by BuyAndHoldOn
Sat Sep 22, 2018 3:39 pm
Forum: Investing - Theory, News & General
Topic: S&P 500 Forward P/E ratio - Are stocks highly valued?
Replies: 75
Views: 5597

Re: S&P 500 Forward P/E ratio - Are stocks highly valued?

Interesting thread, thanks for posting. Someone may have already said this: If "the market" (S&P 500 in this case) is reasonably efficient, the Forward Earnings should be ~ballpark reasonable. I base this on the fact that the companies that do give guidance are usually conservative, as stocks [parti...
by BuyAndHoldOn
Sat Sep 22, 2018 3:31 pm
Forum: Investing - Theory, News & General
Topic: Buying Put Options on the S&P 500
Replies: 22
Views: 2234

Re: Buying Put Options on the S&P 500

Here is a link to a paper by AQR on the subject. Conclusion seems to be under the assumption of a volatility risk premium, reducing equity exposure is the way to go. https://www.aqr.com/Insights/Research/White-Papers/Pathetic-Protection-The-Elusive-Benefits-of-Protective-Puts Thanks, very interesti...
by BuyAndHoldOn
Fri Sep 21, 2018 6:42 pm
Forum: Investing - Theory, News & General
Topic: Buying Put Options on the S&P 500
Replies: 22
Views: 2234

Re: Buying Put Options on the S&P 500

Thanks for the replies. Sounds like this Market Timing strategy really is about timing: Not a great thing to keep on all the time.
by BuyAndHoldOn
Fri Sep 21, 2018 5:46 pm
Forum: Investing - Theory, News & General
Topic: Buying Put Options on the S&P 500
Replies: 22
Views: 2234

Buying Put Options on the S&P 500

[note: I haven't looked in to this a ton yet; still in the theoretical stage.] I am considering buying [a] Put Option(s) on the S&P 500, and/or the Global Indices (MSCI ACWI etc.). Basically something to hedge stock holdings that would pay off if there is a market selloff. A selloff of 10-30%+, some...
by BuyAndHoldOn
Sat Sep 15, 2018 5:58 pm
Forum: Investing - Theory, News & General
Topic: Index funds - how do they work? Do passive funds reliant on active funds indirectly?
Replies: 15
Views: 1186

Re: Index funds - how do they work? Do passive funds reliant on active funds indirectly?

The reality is: There are a lot of active managers - or, that is to say, there are enough active participants with $$$ to move the market/set prices that index funds are very much viable. Just look at the price of an individual stock before/after earnings or another news announcements. Even well-fol...
by BuyAndHoldOn
Mon Sep 10, 2018 3:15 pm
Forum: Investing - Theory, News & General
Topic: Malaysian stocks/investing in Malaysia
Replies: 12
Views: 989

Re: Malaysian stocks/investing in Malaysia

Thanks for the responses, everyone. Emerging Markets in general are selling off at the moment, so the case for specifically targeting Malaysia - assuming it was ever a good idea - is less compelling anyway. (i.e., because I can just buy the "broad" MSCI EM Index. "Broad" = the Index is real heavy in...
by BuyAndHoldOn
Mon Sep 03, 2018 2:28 pm
Forum: Investing - Theory, News & General
Topic: Malaysian stocks/investing in Malaysia
Replies: 12
Views: 989

Malaysian stocks/investing in Malaysia

When I look at this Research Affiliates tool (link here - be sure to adjust the " View: " to include the graphs at the bottom ), one of the best performing assets (risk adjusted basis) is Malaysian stocks. (and the Malaysian currency). I cannot find any good sources on Malaysian stocks/investing in ...
by BuyAndHoldOn
Mon Aug 27, 2018 1:34 pm
Forum: Investing - Theory, News & General
Topic: Any metrics that say US Stocks are *NOT* expensive?
Replies: 70
Views: 4865

Re: Any metrics that say US Stocks are *NOT* expensive?

Forward S&P500 price/earnings look great. I think you answered the OP question in the first response, but your answer was so accurate and meaningful; that it was mostly missed while we went on to the normal "dialogue." :sharebeer Tried my best :). Ignoring the February low the forward P/E has actua...
by BuyAndHoldOn
Mon Aug 27, 2018 12:44 pm
Forum: Investing - Theory, News & General
Topic: Any metrics that say US Stocks are *NOT* expensive?
Replies: 70
Views: 4865

Re: Any metrics that say US Stocks are *NOT* expensive?

I think by Tobin's Q it is not terrible. I imagine some of the forward earnings measures are ok, since those tend to be rosy and based on something that hasn't happened yet. But if you are also invested in non-US stocks and have some bonds, why the worry? Thanks - I hadn't looked at Tobin's Q befor...
by BuyAndHoldOn
Mon Aug 27, 2018 12:19 pm
Forum: Investing - Theory, News & General
Topic: Any metrics that say US Stocks are *NOT* expensive?
Replies: 70
Views: 4865

Re: Any metrics that say US Stocks are *NOT* expensive?

"Reading" is a summary for media consumption. I read some articles, but I primarily listen to a lot of Bloomberg Podcasts; Meb Faber's podcast (he's been down on US equities for a while, longer-term); JP Morgan has some interesting podcasts: I follow a lot of finance-related media. Not really for i...
by BuyAndHoldOn
Mon Aug 27, 2018 12:03 pm
Forum: Investing - Theory, News & General
Topic: Any metrics that say US Stocks are *NOT* expensive?
Replies: 70
Views: 4865

Re: Any metrics that say US Stocks are *NOT* expensive?

Forward S&P500 price/earnings look great. Thanks! I keep reading about how expensive US Equites are by every measure. The most alarming ones are the historical-basis ones, like CAPE, "equity risk premium", price/cash flow over time, etc. First, what do you mean by expensive? Do you mean overvalued?...
by BuyAndHoldOn
Mon Aug 27, 2018 11:28 am
Forum: Investing - Theory, News & General
Topic: Any metrics that say US Stocks are *NOT* expensive?
Replies: 70
Views: 4865

Any metrics that say US Stocks are *NOT* expensive?

I keep reading about how expensive US Equites are by every measure. The most alarming ones are the historical-basis ones, like CAPE, "equity risk premium", price/cash flow over time, etc. But are there any metrics under which US Equities are *not* expensive? I am not trying to be sarcastic. Just cur...
by BuyAndHoldOn
Tue Aug 21, 2018 1:51 pm
Forum: Investing - Theory, News & General
Topic: US 10-year Treasury yield *tracks* the average of US Nominal GDP and the 10-year German Bund
Replies: 4
Views: 442

US 10-year Treasury yield *tracks* the average of US Nominal GDP and the 10-year German Bund

Interesting relationship. And the average is: (US nominal GDP + 10-year Bund Yield) / 2. That's it. Not sure what Bogleheads think of ZeroHedge but this was the only site I could find discussing the theory. (I heard it on a podcast). https://www.zerohedge.com/news/2018-03-14/gundlach-reveals-his-rem...
by BuyAndHoldOn
Mon Aug 13, 2018 9:10 am
Forum: Investing - Theory, News & General
Topic: Turkey/Turkish Stocks down 32% - approaching 2008 levels
Replies: 106
Views: 12267

Re: Turkey/Turkish Stocks down 32% - approaching 2008 levels

I bought 100 shares of TUR in pre-market. Such a baller ... You are a baller :greedy I don't have quite as many shares as you do. But after buying a few more today (edit: and then a few more other days): My cost basis is at or below the 2009 low for TUR. But that's all for me. TUR could go up or do...
by BuyAndHoldOn
Sun Aug 12, 2018 9:17 am
Forum: Investing - Theory, News & General
Topic: Turkey/Turkish Stocks down 32% - approaching 2008 levels
Replies: 106
Views: 12267

Re: Turkey/Turkish Stocks down 32% - approaching 2008 levels

Looks like I have company. I would be interested to know who else I call "comrade" in this situation --> Hedge funds, retail investors like me, etc. [EDIT: Checked "Ownership" of TUR ETF in Fidelity - big owners are a bunch of Misc Hedge Funds, and mutual Funds; also includes Tennessee Treasury Dept...
by BuyAndHoldOn
Fri Aug 10, 2018 6:04 pm
Forum: Investing - Theory, News & General
Topic: Turkey/Turkish Stocks down 32% - approaching 2008 levels
Replies: 106
Views: 12267

Re: Turkey/Turkish Stocks down 32% - approaching 2008 levels

Wait 6 months till they are out of the news TUR was at 26.84 on july 24th. now at 21.49 You weren't wrong. I don't know if I am impatient or somehow [was] *expecting* the buying opportunity to go away. i've done the same thing myself. :) ... the old wall street adage "cut your losses but let your w...
by BuyAndHoldOn
Fri Aug 10, 2018 10:30 am
Forum: Investing - Theory, News & General
Topic: Turkey/Turkish Stocks down 32% - approaching 2008 levels
Replies: 106
Views: 12267

Re: Turkey/Turkish Stocks down 32% - approaching 2008 levels

grok87 wrote:
Fri Aug 10, 2018 10:15 am
grok87 wrote:
Tue Jul 24, 2018 11:28 am
Wait 6 months till they are out of the news
TUR was at 26.84 on july 24th. now at 21.49
You weren't wrong. I don't know if I am impatient or somehow [was] *expecting* the buying opportunity to go away.
by BuyAndHoldOn
Fri Aug 10, 2018 9:56 am
Forum: Investing - Theory, News & General
Topic: Turkey/Turkish Stocks down 32% - approaching 2008 levels
Replies: 106
Views: 12267

Re: Turkey/Turkish Stocks down 32% - approaching 2008 levels

BuyAndHoldOn wrote:
Fri Aug 10, 2018 9:45 am
asif408 wrote:
Fri Aug 10, 2018 8:37 am
Turkish stock market is down almost 20% to open the day today, OP.........
Was *at least* 1 day early :? :oops: :shock:

I'll put a little more in today. I understood this was risky.
I'm only down $100 :sharebeer

Party on. Glad it's the weekend. (and position is small)
by BuyAndHoldOn
Fri Aug 10, 2018 9:45 am
Forum: Investing - Theory, News & General
Topic: Turkey/Turkish Stocks down 32% - approaching 2008 levels
Replies: 106
Views: 12267

Re: Turkey/Turkish Stocks down 32% - approaching 2008 levels

asif408 wrote:
Fri Aug 10, 2018 8:37 am
Turkish stock market is down almost 20% to open the day today, OP.........
Was *at least* 1 day early :? :oops: :shock:

I'll put a little more in today. I understood this was risky.
by BuyAndHoldOn
Thu Aug 09, 2018 10:15 am
Forum: Investing - Theory, News & General
Topic: Turkey/Turkish Stocks down 32% - approaching 2008 levels
Replies: 106
Views: 12267

Re: Turkey/Turkish Stocks down 32% - approaching 2008 levels

Turkey Stocks and Lira taking another dive today; I am planning to buy. EDIT: Tuns out I can buy the ETF Commission Free; I wasn't placing a large order, but I won't "place all my chips on the table" either. Not like I can time the bottom.... I'm not *totally* alone, it looks like. https://www.bnnbl...
by BuyAndHoldOn
Tue Aug 07, 2018 10:26 am
Forum: Investing - Theory, News & General
Topic: Turkey/Turkish Stocks down 32% - approaching 2008 levels
Replies: 106
Views: 12267

Re: Turkey/Turkish Stocks down 32% - approaching 2008 levels

One of my concerns about Turkey/any market that is "down" at a time of general global economic strength is: Will they be even worse of "when the cycle turns"? I.e., when there is an actual risk-off event, and/or global recession. I don't think anyone knows the answer to this question. I am also loo...
by BuyAndHoldOn
Tue Aug 07, 2018 9:01 am
Forum: Investing - Theory, News & General
Topic: Turkey/Turkish Stocks down 32% - approaching 2008 levels
Replies: 106
Views: 12267

Re: Turkey/Turkish Stocks down 32% - approaching 2008 levels

Thank you for the comments and perspectives. Turkey is down even further since I began this thread. One of my concerns about Turkey/any market that is "down" at a time of general global economic strength is: Will they be even worse of "when the cycle turns"? I.e., when there is an actual risk-off ev...
by BuyAndHoldOn
Wed Jul 25, 2018 11:07 am
Forum: Investing - Theory, News & General
Topic: Turkey/Turkish Stocks down 32% - approaching 2008 levels
Replies: 106
Views: 12267

Re: Turkey/Turkish Stocks down 32% - approaching 2008 levels

OP if you like investing in beaten down cheap countries the etf cambria global value may be of interest to you (GVAL). I has a fairly big turkey stake. Schwab fundamental emerging markets also over weights Turkey but it is still a tiny weight. Excellent suggestion. In an ironic twist, perhaps: I ha...
by BuyAndHoldOn
Tue Jul 24, 2018 1:36 pm
Forum: Investing - Theory, News & General
Topic: Turkey/Turkish Stocks down 32% - approaching 2008 levels
Replies: 106
Views: 12267

Re: Turkey/Turkish Stocks down 32% - approaching 2008 levels

Turkey/Turkish Stocks down 32% - approaching 2008 levels For the record, the title is not accurate. Well, the down 32% this year part is, but the approaching 2008 levels is not true in any sense that I can think of. TUR, the iShares Turkey ETF, dropped 65% from August 1, 2008 through late November ...
by BuyAndHoldOn
Tue Jul 24, 2018 11:26 am
Forum: Investing - Theory, News & General
Topic: Turkey/Turkish Stocks down 32% - approaching 2008 levels
Replies: 106
Views: 12267

Re: Turkey/Turkish Stocks down 32% - approaching 2008 levels

nedsaid wrote:
Tue Jul 24, 2018 11:13 am
One reason that Emerging Markets sometimes get the nickname "Submerging Markets." There are risks out there and they can be big. Turkey is a good example of political risk.
....implying that buying Turkish stocks is - to a large degree - betting on regime change?
by BuyAndHoldOn
Tue Jul 24, 2018 11:11 am
Forum: Investing - Theory, News & General
Topic: Turkey/Turkish Stocks down 32% - approaching 2008 levels
Replies: 106
Views: 12267

Turkey/Turkish Stocks down 32% - approaching 2008 levels

Is this a good time to buy? ==> What does Turkey do for the world, anyway? Seems like they are awfully dependent on foreign capital coming into their markets. (Don't worry, this is more for discussion than serious consideration). https://www.ishares.com/us/products/239689/ishares-msci-turkey-etf#/ h...
by BuyAndHoldOn
Sat Jul 21, 2018 7:01 am
Forum: Investing - Theory, News & General
Topic: I may have understood why it's so hard to save and invest
Replies: 81
Views: 13679

Re: I may have understood why it's so hard to save and invest

Albert Einstein said that compound interest is the most powerful force in the universe. IF you could continue to compound your net worth at 2% a month, you will have over 1.2 million dollars in 12 years. I would love to have my net worth compound at that rate. Among the other fine perspectives shar...
by BuyAndHoldOn
Sat Jul 21, 2018 6:58 am
Forum: Investing - Theory, News & General
Topic: Housing Starts Drop Sharply -- Barrons.com
Replies: 7
Views: 2222

Housing Starts Drop Sharply -- Barrons.com

https://eresearch.fidelity.com/eresearch/goto/evaluate/news/basicNewsStory.jhtml?symbols=GS&storyid=201807202010DOWJONESREALTIME006510 I was told to pay attention to housing starts in Econ classes. Not sure I understand fully the implications. ******************************** Housing starts in June ...
by BuyAndHoldOn
Sat May 26, 2018 6:59 pm
Forum: Personal Finance (Not Investing)
Topic: Best Available 2018 tax estimator
Replies: 44
Views: 9359

Re: Best Available 2018 tax estimator

For those with simple tax situations, this site is pretty straightforward. You have to do your own accounting for things like the 401k, Health Savings Account, etc. --> But that's a simple subtraction from Wages/Other Taxable Income for me.

https://www.olt.com/main/home/taxestimator.asp
by BuyAndHoldOn
Mon Apr 23, 2018 2:45 pm
Forum: Investing - Theory, News & General
Topic: [essay] The Limits of Theory
Replies: 10
Views: 1168

[essay] The Limits of Theory

http://www.eipny.com/white-papers/the-limits-of-theory/ PDF: http://www.eipny.com/wp-content/uploads/2018/04/The-Limits-of-Theory_FINAL.pdf Heard about this on the Grant's Interest Rate Observer podcast. It's a discussion of Modern Portfolio Theory, indexing, and probably other things (haven't read ...
by BuyAndHoldOn
Sun Apr 22, 2018 6:48 pm
Forum: Investing - Theory, News & General
Topic: Any value investor buying a Russia fund?
Replies: 92
Views: 7551

Re: Any value investor buying a Russia fund?

but why are they more corrupt or dishonest than developed countries? If you have to ask the question, you shouldn't be invested in Russia. you mean that Russians are much more dishonest (assuming that's possible) than say Madoff or Kenneth Lay? I am hoping that you are being rhetorical and the flaw...
by BuyAndHoldOn
Mon Apr 16, 2018 3:06 pm
Forum: Investing - Theory, News & General
Topic: Any value investor buying a Russia fund?
Replies: 92
Views: 7551

Re: Any value investor buying a Russia fund?

decisions based on tips and fads rather than on thoughtful, quantified evaluation of businesses ; Well investing in Russia is supported by a pretty simple quantitative argument as far as I understand : Russia has a CAPE of about 6 and a P/E of 7, so you will earn 1$/year for every 6-7 $ you invest ...
by BuyAndHoldOn
Sun Apr 15, 2018 3:39 pm
Forum: Investing - Help with Personal Investments
Topic: Max % of tax exempt bonds in portfolio?
Replies: 11
Views: 1491

Re: Max % of tax exempt bonds in portfolio?

What are your concerns if you went with the Maximum Muni allocation you are considering? I ask because: Investment Grade municipal bonds have a very low rate of default, and [from what I hear/recall reading] most "defaults" still resulted in investors getting their money back. Determining Investment...
by BuyAndHoldOn
Sun Apr 15, 2018 12:50 pm
Forum: Investing - Theory, News & General
Topic: Any value investor buying a Russia fund?
Replies: 92
Views: 7551

Re: Any value investor buying a Russia fund?

Please stay focused on the investing aspects. Opinions of the political process, corruption, etc. are off-topic. See: Non-actionable (Trolling) Topics If readers can't do anything with the content of a topic other than argue about it, it does not belong here. Examples include: US or world economic,...
by BuyAndHoldOn
Sun Apr 15, 2018 12:43 pm
Forum: Investing - Theory, News & General
Topic: *A* yield curve has inverted
Replies: 3
Views: 1155

Re: *A* yield curve has inverted

I looked into this briefly when I had some time. I did not find anything beyond the Bloomberg article [above, original post] that was explanatory or informative.

If anyone knows anything else about the Fed Funds OIS yield curve and/or its inversion: Please post. Thanks!
by BuyAndHoldOn
Wed Apr 11, 2018 8:48 am
Forum: Investing - Theory, News & General
Topic: Any value investor buying a Russia fund?
Replies: 92
Views: 7551

Re: A good time [price wise] to buy Russian Stocks?

I can't say whether or not the market has properly priced in the risks of Russian corruption. But I certainly remember that in 1997 issues with Russian bonds brought down Long-Term Capital Management and nearly brought down the US financial system with it. If the Nobel laureates at Long-Term Capita...
by BuyAndHoldOn
Mon Apr 09, 2018 11:41 am
Forum: Investing - Theory, News & General
Topic: Any value investor buying a Russia fund?
Replies: 92
Views: 7551

A good time [price wise] to buy Russian Stocks?

[Thread merged into here, see below. --admin LadyGeek] Cheap Russian stocks are now even cheaper. So cheap; yet I worry I am being lied to and stolen from. Is that "priced in" - and now, with more negativity priced in, does that make Russian stocks more attractive? https://www.bloomberg.com/news/ar...
by BuyAndHoldOn
Mon Apr 09, 2018 11:39 am
Forum: Investing - Theory, News & General
Topic: *A* yield curve has inverted
Replies: 3
Views: 1155

*A* yield curve has inverted

https://www.bloomberg.com/news/articles/2018-04-08/bad-omen-for-markets-from-first-signs-of-yield-curve-inversion Should I sell all of my stocks today; or wait for the end of the week? I am actually not familiar with this section of the yield curve (OIS is new to me also). How much "value" does this...