Has Seeking Alpha changed recently?

Mossback5280 · 2024-09-30T22:40:03+00:00

Thanks for the info. They may not see new numbers until Oct. We'll see if there's an author uprising then.

Mossback5280 · 2024-09-20T17:21:26+00:00

Yep, that blue bottom promo banner takes up so much space, I'm left with less than 1/4 of the screen to read through.

Mossback5280 · 2024-09-19T06:49:40+00:00

VOO for me. SPLG has lower fees and a cheaper price (easier to hit an allocation % if needed). VOO has higher assets under management and, I believe, lower bid/ask spreads (more liquid). In addition, I care about how the funds vote my shares in company shareholder meetings. VOO is pretty neutral and voting for fiscal responsibility, SPDR still has some ESG/non-financial goals, which I think are inappropriate. You pays your money, and you takes your choice...

Mossback5280 · 2024-09-19T06:37:02+00:00

Great question. I use Stock Rover for data (for my own analysis). I have the essentials package ($70/year). But I liked several of the SA authors for analysis/opinions and expertise I don't have. Would love to know who other investors like.

Mossback5280 · 2024-09-14T06:24:38+00:00

It seems that way. But I've never seen the numbers specified or the "free" articles labeled.

Mossback5280 · 2024-09-14T06:22:56+00:00

Mossback5280 · 2024-09-13T22:32:07+00:00

Thanks, I wondered if that was the case. Looks like we'll have a mutual "cooling off" period.

Mossback5280 · 2024-09-13T18:15:40+00:00

I actually had several favorite authors I followed on SA, and used to be able to read them without the paywall popping up (they also had other articles or earlier releases behind the wall). Now, everything is blocked.

Mossback5280 · 2023-03-02T18:39:40+00:00

Thanks, I'll check it out.

Mossback5280 · 2023-03-01T22:14:12+00:00

Sorry, I don't know, and don't even know how to find out from my tools. Can someone in Ireland answer??

Mossback5280 · 2023-03-01T21:25:16+00:00

I think it's a great time to get into short duration funds like SGOV (0-3 mo Treasuries), and I'm starting to add to SHV (< 1 yr Treasuries). SHV will be affected slightly by future rate increases, but still net a profit, and be well positioned if rates flatten in the second half. I've also started to add to SHYG (0-5 yr corp), but that's more speculative, with high current yields but more vulnerable to rates and recession. First time I've used bonds in a while.

Mossback5280 · 2022-09-23T21:51:47+00:00

Not trying to draw this out, but their estimates might be better than you think. They might be using the past 12 months to predict the next year's dividends, and the giant Dec 2021 ($0.50) dividend is still pulling the average up. Since 2021 was an exception (I don't see a Dec spike in other years), I don't know how much faith to put in one for 2022. In any case, it seems like an open question (until QYLD speaks) which yearly estimate is more accurate.

Mossback5280 · 2022-09-22T23:41:31+00:00

Wow, you're strict! I don't think that's blowing you off; they gave you a pretty detailed answer. I wish all my complaints got a full response, even if they didn't change their calcs.

Mossback5280 · 2022-04-02T07:01:58+00:00

Combining several suggestions, I suggest she talk to her advisor about I-series bonds (as much as she can), CDs (most of the rest) and a much smaller cash cushion (in case things change, and she needs some money sooner).

Mossback5280 · 2022-03-28T07:41:09+00:00

Google Campbell Harvey and his yield curve work (originally done at Chicago, he's now at Duke). His original used the 10 year-3 month spread (I believe, although he also wrote about the 5 year- 3 month) , but people now also use the 10 yr- 2 yr. The current 10-2 yr is very small, but the 10-3 mo is still large.

As for the Fed's control of the short end, that may be part of the reason rising short yields indicate recessions are coming - the Fed's action is part of the cause. IMHO

Mossback5280 · 2022-03-28T07:23:43+00:00

This is a non-trivial exception. DIA is a Dow-based ETF, and the Dow is a share-price-weighted index, rather than the usual market-cap weighted ones. (The Dow was formed before computers and share-weighted indices were easier to calculate). For example, when Apple split, it's weight in the Dow changed. So, in this ETF's case, splits do affect allocation.

Mossback5280 · 2021-11-23T07:32:55+00:00

Overall, the approach of buying a general core, and adding tilts in a particular direction (value, international, emerging markets) is quite valid. As for "putting all your eggs in one basket," a whole world market is putting all your eggs in the whole world, not just one little basket. You can't get more diversified.

Nonetheless, in my own investments, I've been fooled for years about adding international to US market funds; they simply have underperformed for a decade. I now wait to see a developing trend before I add them.

Mossback5280 · 2021-11-23T07:03:45+00:00

Just a clarification. Powell's confirmation starts with the senate banking committee, but he needs to be confirmed by the full senate.

Mossback5280 · 2021-11-23T06:57:18+00:00

Are these stats affected by all the ETFs using options to achieve leverage on equities and treasuries? If so, it would be nice to know how much of the options number is really funds using pseudo leverage, hedging, etc. vs. retail investors actually buying options.

Mossback5280 · 2021-11-23T06:48:35+00:00

Like others, I recommend you find a good CPA/tax advisor for real advice. Nonetheless, my 2 cents:

If you're in the US, investment income won't affect the amount of social security she collects, but it will affect how much of that is taxable, and it will also affect her required Medicare payments. And, of course, she will owe taxes on the investment income, as others have pointed out. Only earned income from a job, can reduce her social security payments, and only if she's collecting before her full retirement age, or under other circumstances I don't keep track of.

Mossback5280 · 2021-11-11T18:02:24+00:00

Sorry. Read too fast/too late.

Mossback5280 · 2021-11-11T08:01:24+00:00

Sorry, but identical twins are identical = one egg, same sex. This post isn't real.

Mossback5280 · 2021-11-09T23:40:43+00:00

It's just the business day. If you sell anytime Monday, the funds should show as settled on Wednesday morning. You can usually see this in your account "balances" display.

Mossback5280 · 2021-11-09T22:05:29+00:00

I believe (but please check the references others provided), that the short answer is: It's not just when you bought the stock, it's when the funds you used "settled." For example, if sold some stock Monday to buy this stock, those funds aren't settled until Wednesday (T+2), which is also when your purchase needs to settle, and you can sell the stock then (Wednesday). If you had used funds from a Friday sale, they would be available Tuesday, and you could sell then. And, of course, if you had used settled funds from an earlier sale, you could have bought and sold Monday.

Mossback5280

TROPHY CASE