Wendy’s, Chili’s Still Getting Smacked Down by McDonald's [View article]
It is not just revenue though. McDonalds management style is global minded. They've taken the flexibility that they needed abroad, and implemented it domestically. Same can be said about other consumer staples such as Ford and P&G.
Ie. People that have successfully managed oversees, also manage well domestically.
Recovery Is Not Where We Thought It Would Be [View article]
They don't "need" to drop if more people live in each house/dwelling.
There are many pressures at play for people to live together. Aging boomers, marginally employed youth, big screen tv's, internet, higher electricity/gas prices, etc.
The rest of the world is already there. We are the outlier. I have yet to see anything defy global parity in the last 30 years.
Another thing to factor is that during the 1st period, we had a negative savings rate, while in the 2nd period we've had a positive savings rate. From an asset allocation perspective the flow to bonds was probably very negative in the 1st period (if you include the debt people were taking on) , while much more positive in the 2nd period.
Vanguard's Commission-Free ETFs Are Gaining Market Share [View article]
It was welcome news, but didn't do much to benefit me. Most of my tax differed brokerage/IRA account is reserved for international bonds and commodities. Both of which, vanguard does not offer.
For most of my taxable accounts, ETFs are no go. Losing too much flexibility in tax shifting.
This new vanguard pricing will definitely attract people that are ready to roll over their 401k into massive IRA brokerage accounts.
Global value of REITs is expected to build on its 2009 rebound, Ernst & Young says, pointing to coming IPOs in the $500M-$1B range - they're "working on several around the country" - and possibly more M&A activity. (ETFs: RWX, IFGL) [View news story]
reits have been extremely interesting the last quarter or so. the daily activity is amazing when you compare them to any other related sector.
definitely a mega buyer out there accumulating on every single possible dip. China, UAE, Japan, who knows..
Commodities Have (Almost) No Place In Your Portfolio [View article]
Ie. The cost of water has not gone down in a very long time.
Vanguard Launches Second Assault on iShares [View article]
vti has 1/2 the expense ratio. vti includes micro-caps. i believe the russell 3000 does not. hence, the median market cap for vti is lower.
russell 3000 claims cover 98% of the market while MSCI claim 99.5% coverage.
Vanguard Launches Second Assault on iShares [View article]
Wendy’s, Chili’s Still Getting Smacked Down by McDonald's [View article]
Ie. People that have successfully managed oversees, also manage well domestically.
The Fed Gives Up on Tightening [View article]
I doubt any of that would be occurring without the low rates. We would of had a real crash. Instead we had a pretty gentle landing.
Recovery Is Not Where We Thought It Would Be [View article]
There are many pressures at play for people to live together. Aging boomers, marginally employed youth, big screen tv's, internet, higher electricity/gas prices, etc.
The rest of the world is already there. We are the outlier. I have yet to see anything defy global parity in the last 30 years.
Bond Bubble vs. Tech Stock Bubble [View article]
Another thing to factor is that during the 1st period, we had a negative savings rate, while in the 2nd period we've had a positive savings rate. From an asset allocation perspective the flow to bonds was probably very negative in the 1st period (if you include the debt people were taking on) , while much more positive in the 2nd period.
Vanguard's Commission-Free ETFs Are Gaining Market Share [View article]
Vanguard's Commission-Free ETFs Are Gaining Market Share [View article]
For most of my taxable accounts, ETFs are no go. Losing too much flexibility in tax shifting.
This new vanguard pricing will definitely attract people that are ready to roll over their 401k into massive IRA brokerage accounts.
Government Deficit Reduction: Welcome to the Ireland Model [View article]
The Low Cost of Credit [View article]
Global value of REITs is expected to build on its 2009 rebound, Ernst & Young says, pointing to coming IPOs in the $500M-$1B range - they're "working on several around the country" - and possibly more M&A activity. (ETFs: RWX, IFGL) [View news story]
definitely a mega buyer out there accumulating on every single possible dip. China, UAE, Japan, who knows..
I'm guessing china.
Individual Bonds vs. Bond ETFs: Two Completely Different Animals [View article]
Individual Bonds vs. Bond ETFs: Two Completely Different Animals [View article]
Obviously it makes little sense for an individual to own bonds if they have debt. I'm sure plenty of CFA do give the advice though.
iShares Begins Rollout of Four New International Sector ETF Suites [View article]
Disagree about "the research" you mention. Yet for tax loss harvesting, country specific would be great.