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.
Bush has the big money behind him and family connections as well. In the end I think those will prevail. Hillary has the big money behind her and political connections. I also think the dems will wake up and realize Bernie's far left proposals wo…
>> read and learn
Nothing, again, to be learned from Glubb Pasha and Eric Snow, for heaven's sake.
Find something substantial.
Great endorsement ... if you disagree with them ... they must be correct.
read and learn
http://www.ucg.org/the-good-news/the-life-cycles-of-empires-lessons-for-america-today
http://www.nairaland.com/1494266/fate-empires-sir-john-glubb
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UCG. You must be joking.
https://en.w…
vkt:
All of the candidates in both parties certainly have their warts and their detractors but a Ted Cruz presidency would be an unmitigated disaster.
Well with your ability for telling the future ... where will the Dow be in 6 months?
Lowest common denominator, eh? I mostly despair re: politics. It's a society of sheeple. "...If a nation expects to be ignorant and free, in a state of civilization, it expects what never was and never will be." ---Thomas Jefferson. ..... It seems t…
Trying to get back on topic, if that is possible.
There are several Black Swans that could take us there. China, their banks, raising interest rates in the US and maybe the cause of 2008's rout, being that the toxic loan debt is still there.
…
Hi Guys,
Significant equity market downturns occur more frequently than most investors believe.
Best Wishes.
RUT down 34% - other indexes will follow to some degree.
What people do not discuss is a N225 scenario or a DOW after '29 but no WWI…
Ugh. How did we get here on the greatest country on earth?
Every country since the Egyptians have asked the same question.
Considering history, that the question is asked is the puzzling issue.
Why not a N225 like event?
http://finance.yahoo.com/echarts?s=^N225+Interactive#symbol=^N225;range=my
Dex, a bit off topic but have you seen the 2016 muni leader? Not our high yield munis but California munis.
Junkster,
I haven't looked. I'm …
If you are making a case for The Great Depression (1929 to 1939) Part Deux, I disagree. I see this as "just another bear market" - one that will (typically) last between 18 to 24 months, one that began in May/June 2015 in which we are now about 9 m…
Bottom line: We have a long way to go to the downside before the true nature of this deja vu financial crisis is fully understood and market valuations adjust appropriately. The only sane financial commentator that fully understands this is Joe L…
Too much violence and turmoil. Once the Syria and ISIS threat is sufficiently contained or ended, we need a new Marshall Plan. And it should start HERE. But YESTERDAY.
https://en.wikipedia.org/wiki/Marshall_Plan
The USA could use a Marshall Plan.
T…
I am slightly decreasing the equity portion of my portfolio this year, but that decision is more dictated by my advanced age (81) then these specific calculations.
Best Regards.
You should be 20% stock and 80% bonds and asleep by now.
@Dex
You noted: Oil down, dollar strong ...
Not at the time of this write........crude futures +5%, dollar a -1.4% and equity down.
A divergent from recent patterns..............eh?
u r killing me!
@Crash
I don't think we are in for the 1930s right away. My way of thinking is what I have posted in the past we are in a sea change that people are not talking about - free trade, population growth, robotics, free movement of money and movement o…
The rule that I started imposing upon meetings and groups later in my professional life was simple. If you are going to say something will not work, you WILL offer a solution that you feel will work. Otherwise, STF up.
If someone saw you walki…
Well, maybe we should just hold a giant nationwide (worldwide?) pep rally complete with bond fires and other props to rally the enthusiasm.
Obama is working on lowering the sea levels ... maybe he could squeeze that in.
But the fact that some students excel doesn't show that this generation collectively is better educated, regardless of what is written on their diplomas. I'll stick with my thesis that the typical BA today is not as well educated as those of yest…
Everything old is new again ...
http://joshuawilner.com/2014/09/12/advantage-part-generation-x/
I like to picture Generation X as offering three global attributes:
We are tech savvy.
We have life experience.
We are still young enough to have m…
The idea of targeting spending only to US companies is not practical because it is very difficult to isolate US only companies.
My point was not if it was possible, but that it could not be done/allowed.
But that is the structure we have got an…
And you may want to take into consideration the velocity of money in why 'demand side' is an old idea that doesn't work.
I am curious. Would you explain what you mean by the above? Not a googled link please. Your insights that led you to make t…
And? Seriously, I'm hardly suggesting that a massive infrastructure rebuilding program would be the solution to our economic problems. However, it sure wouldn't hurt. Geez, this is what we've been doing under the guise of various and sundry on…
There is a give away aspect to the more socially liberal wing of the democratic party that I can't support. Much of the Obama $1T Capital spending program went down this drain. To brutalize the saying - 'If I feed a man, he will come back tomorr…
"But the punchline is the actual message, in which Janet Yellen tells those mired in debt to build more assets.
Another Fed member said awhile ago that the cure to the Social Security issues is to push out the date people can get it and people w…
High Yield Corps - need to see how stocks behave - still a risky trade to me
They have actually bottomed before stocks YTD. At 36% going into today and will be 41% after the close. My friend here who trades like me is much higher. In the past I …
Another bearish article saying the whole world is going to cash :>)
Could be signalling a bottom.
businessinsider.com/bank-of-america-flow-show-going-to-cash-2016-1
"BAML said investors are effectively selling inflation and buying deflation, or …
If I think the world is going full NIRP (which it would not surprise me if it did, despite the fact that that will likely end very, very badly) then I do not want to be in cash, I want to be in assets. Hence, unsurprising futures ramp.
If we go b…
@Dex, Never awaken a sleeping giant.
Isoroku Yamamoto's sleeping giant quotation is a saying attributed to Japanese Admiral Isoroku Yamamoto regarding the 1941 attack on Pearl Harbor by forces of Imperial Japan. The quotation is portrayed at the ve…
The whole Keynesian Economic fallacy is going to be exposed as a sham.
You should read up on Keynes, then, because you don't understand what Keynesian econ is. Hint: monetary policy alone is not a Keynesian approach.
I suggest you read up on foru…
Given how the Asian markets are rallying and the futures shot up here, at least some people with money seem to think the sky isn't falling.
Is that the smart money or the dumb money?
Or is it the pump and dump?
How do healthcare and infrastructure repair and public education and assistance get paid for in Germany and the UK?
Smoke and mirrors - the smoke is clearing now, and what they see in the mirror it isn't pretty.