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Morningstar Digest July 17 top story is about politics and the markets,,,, Is that OK to talk about
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.
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.
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.
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.
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.
Comments
dSecond, 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.
dIf some far right posters complain, well, that's their right also.
ddBut, 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.
dWould this include DT's cronies?
The guy that has been using inside info.
https://www.thetimes.com/us/american-politics/article/nancy-pelosi-stock-portfolio-tracker-7vcqkk70j
This from the guy who rants about politics in the "Other Investing" section?
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.