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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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.
this is smart, also blistering
elaborates on the NYT quote above
https://open.substack.com/pub/paulkrugman/p/will-careless-stupidity-kill-the?r=tcpky&utm_campaign=post&utm_medium=email
Hope this is accessible
https://substack.com/redirect/225b94ad-8f1c-421a-aab4-54dca4c09a57?j=eyJ1IjoidGNwa3kifQ.KBS0zuPUTKATtGWmThTTdfdmRWQ_eOWpD6buahk90Wg
“They say the thing that he did wrong was he was one of the first people that supported a gentleman named Donald Trump for president. He supported Trump. He liked Trump. I didn’t know him, but he liked him.”
I can’t help but ask, “what if?” What could trump/musk do if the government DID shutdown that they couldn’t while it’s open? Better or worse than what the CR has wrought?
Not for nothing, but maybe Schumer got it right in a no-win situation.
What…
I have a special place in my heart for PIMIX.
It was the first bond fund I owned and the longest from around 2010 to 01/2018 at 50+% for years.
It was the fund I used to change my stock/bond % until I retired
But since 01/2018, the magic has been go…
@Mona and @hank - Thank you. My ignorance of whiskey is enormous.
”My ignorance of whiskey is enormous” - While rye, bourbon and others are called “whiskey,” the spelling is different for Scotch. It goes by ”whisky”. The U.S. produced “single ma…
No doubt. There are plenty of people who have no moral issue with spending like drunken sailors and sending the bill to the grandkids.
Not how it works
At all
jesus —- send bill to grandkids? seriously? How would that go?
If you are so pro…
No doubt. There are plenty of people who have no moral issue with spending like drunken sailors and sending the bill to the grandkids.
Not how it works
At all
jesus —- send bill to grandkids? seriously? How would that go?
If you are so prof…
Evil stupid talks w stupid evil
/// BARTIROMO: Investors are on edge over the possibility of a recession after the Atlanta Fed predicted a 2.4% contraction this quarter
LUTNICK: What? Say that again? 2.4% contraction?! Right here right now -- tha…
listened in on a Fido presentation the other day
among other things:
https://www.fidelity.com/bin-public/060_www_fidelity_com/documents/fidelity/election-party.pdf
Will almost certainly be buying quantities of ntf PRWCX and FPACX at Merrill within the month, or so I hope, and then similarly TACF and JQUA at Fidelity.
har, shadowstats is laughable
https://www.reddit.com/r/badeconomics/comments/3zik5t/shadowstatscom/
https://en.wikipedia.org/wiki/Shadowstats.com
'By 2021, the cumulative estimates of ShadowStats imply an average annual inflation rate of 9% for a…
Absolutely merciless.
sure, but mercy or anything like it is not the point, not when cruelty explicitly is, making public sector workers wake in fear and revulsion each morning, libtard tears etc etc
by which I mean thinking along those lines an…
tnx
You’re not old enough to remember how much colder and snowier winters were in the 50s 60s and 70s? Seriously ? Lots and lots of data on that, some of it just recently. Do you recall all the huge West Coast fires, the scale and scope and tempera…
Yikes! the sky is falling. Everybody grab their tinfoil hats. MFO has become MSDNC.
Do better
Get some substance
You are too slow and dim and uninformed and kneejerk for this crowd
https://paulkrugman.substack.com/p/america-is-trapped-in-a-burning-tesla
Automobile production, which is deeply integrated across our northern and southern borders — there really isn’t a U.S. auto industry, there’s a North American industry operati…
still reactionary, shortsighted, greed-driven
in case anyone thought otherwise
https://www.nytimes.com/2025/03/03/opinion/trump-wall-street-biden-big-business.html
