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Here's a statement of the obvious: The opinions expressed here are those of the participants, not those of the Mutual Fund Observer. We cannot vouch for the accuracy or appropriateness of any of it, though we do encourage civility and good humor.

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Morningstar Digest July 17 top story is about politics and the markets,,,, Is that OK to talk about

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Comments

  • edited 2:25PM
    d
  • First, where’s the link to the article? I don’t see it. Did I miss it?

    Second, most investors should ignore politics, headlines, and constant media noise. You don’t invest based on emotion or ideology—you invest based on your financial goals and what the markets are actually doing. That part is simple.

    I’ve shared my thoughts. Earlier in the year Value, International, and CEFs (like PDI). After the bear market bounce in mid-April, US Large Cap tilting Growth (VOO, QQQ).

    With my own portfolio and not recommended to anyone. I never diversify since 1990. I’ve always focused on top-performing wide-range categories with strong risk/reward profiles. I’m a trader and a timer—used to own a very high percentage in stock funds, but since retirement, I mostly own bond OEFs.

    Examples:
    I sold PIMIX in Jan 2018 and never looked back.
    I closely track Crossbridge funds.
    In 2024, I used HOSIX, CLOZ, and CBYYX for the first time ever.
    In 2025, I allocated a huge percentage to international bonds—also a first—and I lightened up lately. I don’t forecast—I just follow the data and what the market is showing.

    Constant complaining and trashing others doesn’t help anyone get better results.

  • edited 2:25PM
    d

  • edited July 19
    At Hank. My point,, if I failed to explain it correctly, was the an outfit like M* which is not part of the lunatic left,,, was clearly linking political action to market risk. Today, another non lunatic left source, CNBC has a similar story about the same possible market risks. So my point is was simply that the mainstream, establishment financial media is now warning of increased market risks driven by political action. If they can consider this non normal risk, shouldn’t we on MFO do the same? We talk about interest rates, we talk about valuations. These aren’t normal times and political risk is something investors of all three parties should consider.
  • Well, it seems to me that we can, and we do. Not sure what more that we should want.

    If some far right posters complain, well, that's their right also.
  • Everything is political. There isn't a choice that matters we might make that doesn't carry with it political implications.
  • edited 2:26PM
    d
  • Hank. Your last question leaves out the obvious third possibility as to what drives the president. It seems very obvious to me but in the interest of civility it will remain unsaid.
  • edited 2:26PM
    d
  • edited July 20
    Hank, your post about mainstream media reports about the tariffs connection to the market was right several months ago.
    But, they forgot to tell you if was another great opportunity for traders.
    They kept reporting about it for months but somehow didn't get the idea it was a negotiation tool, and the market doesn't care anymore. I posted about it.

    And that's the problem, bad stories sell much more. It's much easier to join the crowd.
    Most journalists and even "experts" don't do timing well.
    In early April there were strong indicators for a nice rebound.

    The easiest way was to do nothing.
    If you just held you made money.
    This proved that all the Hysteria was wrong. You shouldn't invest based on politics and/or the media.
  • edited 2:27PM
    d
  • FD said, "But, they forgot to tell you if was another great opportunity for traders."
    Would this include DT's cronies?
  • edited July 20
    Derf said:

    FD said, "But, they forgot to tell you if was another great opportunity for traders."
    Would this include DT's cronies?

    Are you talking about Paul Pelosi?
    The guy that has been using inside info.

    https://www.thetimes.com/us/american-politics/article/nancy-pelosi-stock-portfolio-tracker-7vcqkk70j
  • edited 1:04AM

    This from the guy who rants about politics in the "Other Investing" section?

    db-1369"

  • edited 8:07AM
    It was an answer to a political post.
    BTW, This thread started with "the orange revolution".
    It's pretty obvious you don't care much about investing, which is the main reason for this site.
    In the last 6 months, you started or posted hundreds of times about politics while insulting and degrading the other side, including personal ones.
    Please look in the mirror.
  • At FD. I generally make it my practice not to engage with you, not because we have different points of view, but because your world view is so narrow. I will make this one exception because you called out my use of the phrase “orange revolution “. Since you can’t read between the lines I will call it what it really is ,,, a fascist revolution. Bloodless so far but a revolution nonetheless. That the markets have been profitable for you does not obscure that something is going on in the world around you that is quite serious.
  • FD1000 knows the price of everything but the value of nothing.
  • edited 2:43PM
    I’ve deleted my prior contributions to what I originally felt was an investment thread. I no longer believe it is.
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