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davidrmoran
I myself see a big pullback coming in the next six months but I don’t know that I have ever been correct over 45 years. I will put a lot of money in if a 10% pullback comes. I expect you r being prudent depending on how old you are. The thing is, if you’re young, you might as well stick it out and not try to time. He said.
We are more doomed
https://www.wsj.com/politics/elections/democratic-party-poll-voter-confidence-july-2025-9db38021?st=spSNJa&reflink=desktopwebshare_permalink&fbclid=IwZXh0bgNhZW0BMQABHm2ITayDCSgrGQ978jmdg20bq5EfM05zX7RC9GS_5HzPnuPsfOq96N…
From Hank’s link. It is lope-sided in favor of Japan’s auto industry.
The new deal includes access for American cars in Japan, but that isn’t much of a carrot. American companies sold only 16,000 cars in Japan, a mere 0.35% of that country’s tota…
Is this politics? Dow 45k.
PK:
There are three main things you should take away from this deal:
1. It will increase, not reduce, the U.S. trade deficit
2. It will accelerate America’s descent into crony capitalism
3. U.S. consumers are still f…
DBrooks NYT
This loser country cannot respond as it should and once did
" ... on Oct. 4, 1957, the Soviet Union launched the first satellite, Sputnik, into space.
Americans were shocked but responded with confidence. Within a year the United Sta…
Boy is valuation expansion a great phrase: no more punchbowl, greater fool, froth, bubble, overbought ... 4th-highest SP500 p/ ever and 2nd-highest Shiller. Party on.
oops
Texas
[NYT (CFlavelle, JDGoodman, AFuller)]
\\ “It is likely” that Kerr County “will experience a flood event in the next year,” city and county officials concluded in a report for the Federal Emergency Management Agency released last Octob…
I agree with you and I've been tracking their progress along with the addition of CGDV and QLTY into the mix. Why? I felt the addition of one or the other would add to my overall portfolio balance but I couldn't choose which one. I started positions…
At DavidrMoran. I gotta tell you that I earned every penny,,,, Detroit junior high schools in the early seventies were very interesting.
Sure; I taught English four years then, 9-12, at a rough Boston-area school though little like yours (Catholi…
A lot of old Kiplingers are on line at google books. They're always good for a blast from the past before the internet.
Some of the old Playboys are pretty good too. The April April 1987 edition features an “exclusive interview” with the great Lo…
I have written, every few months as necessary including within family since Bank of America has limits on electronic transfers, ancient Fidelity checks going back 15 or 20 years, dried and curled-up edges, without any problem whatsoever
At Hank. In 1970 I was a substitute teacher in the (not) suburban Detroit schools. $ 37.50 per diem. Food seemed expensive but gas was cheap.
That’s an extraordinary per diem for 1970 !
You of all people should have a subscription
https://www.nytimes.com/2025/06/27/opinion/trump-budget-big-beautiful-bill.html?unlocked_article_code=1.Tk8.wSgs.OFKFM1hFVG9H&smid=url-share
I certainly appreciate her spunk, but what a slender reed to lean on to save us from moral and financial disaster. We now depend upon one lonely woman to restrain Congress and the "president'? Six members of the judicial branch have insured no help …
+1 again, OJ
Oh, and here is a handy-dandy thing to memorize for these days:
How hard is this to understand? Socialism is NOT Communism:
Capitalism – anybody can be rich
Communism – nobody can be rich
Socialism – anybody can be rich but nobod…
I guess if someone thinks Trump is the center (!) then these bald lies are not also ignorant wingnut Fox fantasies:
The following are all "legel"....
1) Let millions illegal, including criminals, into the country
2) Hire based on DEI instead of mer…
Even if real Iran program setbacks were achieved --- latest intel indicates not at all --- it is now fully clear that this evil sickfuck spent many millions (quite aside from inflicted deaths) on this PR stunt also if not chiefly because he:
- was…
The bill is sick with evil, but here is an interesting bit of context
https://x.com/david_charts/status/1936221877891952910?s=46&t=eFdV3_Ee_q0dJcUiWgzIfA
>> 'Fidelity told me it would pull the money “pro rata”—or proportionately—out of all my investment holdings in the 401(k) plan. ... In a March letter, the company wrote: “We apologize that you were misinformed regarding plan rules for this wi…
>>>. I am will to call it a wash (at best) and be deeply suspicious of all involved. The myth of partisan superiority by anyone is now decimated.
https://www.facebook.com/share/16pMigPkDC/?mibextid=wwXIfr
What the hell is this both-parties false equivalence nonsense? Anyone can look at the history of deficits and the debt since World War II, Democrat vs Republican.
Good read. My conclusion over decades is that good funds will continue to be top funds
in the future until markets change and why I started investing this way in 2000.
sounds as though you have done some backtesting.
I held a lot of tweix, cgmfx…
The following article provides several suggestions on how to secure your retirement portfolio
when market anxiety is high.
https://www.msn.com/en-us/money/top-stocks/market-anxiety-is-running-high-how-to-secure-your-retirement-portfolio/ar-AA1Fk9bO
…
