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.
@Old_Joe
You are correct, but for some reason, I get all the categories under "discussions" so I can't tell what category it is, unless I look very carefully at the original post.
But when I click on "Off Topic" I see posts today that do not app…
It looks like he will send anyone who asks his reports. I signed up just for kicks, not that I short stocks.
The date on this one on his web site is 1/24, although I don't know when the email went out. The stock didn't start down for a couple of d…
It seems to me that the issue for drugs is the patent system was designed for Model Ts and not for molecules.
Simple legislation to clarify how significant a change to a drug had to be to merit additional patent protection would fix this, but out …
@MikeM
When I have a little more time I was going to compare the prices of all their "picks" on January 6 ( Friday, date of interview price listed in article) with price at open on January 9th and then price on Monday the RT was published.
In the …
@LewisBraham
Thank you for your kind response and discussion.
America's tortured history of race indeed should be discussed in schools at all levels, including discussions about the motivations of slaveholders in the Revolution.
But I am trying …
@BenWP
Yes SE CT Thanks for the correction
@LewisBraham
I don't want the following to be too detailed or political, but comments deserve a specific response.
I am deeply hurt that you believe my complaints about the original 1619 project are base…
@Yogibullbear
Their budgets may be axillary, and for a lot of Public Universities, football and basketball pay for all of the other athletic programs combined, but the money still comes from the students for the most part through increased room and…
The point about the hot tubs was meant to illustrate one of the sources of rising college tuition that has nothing to do with education. In order to attract higher income students, whose parents will pay the full tuition, colleges ( including publi…
@Mark
I was struck by the Barron's article on TSLA 1/8/23
https://www.barrons.com/articles/buy-tesla-stock-price-pick-51673047775
"It helps that Tesla is expected to generate the most free cash flow among auto makers in 2023, some $12.2 billion, …
Vanguard has a long way to go. I am interested in the Environmental Oportunities fund, but although it has been trading for a month or more, and is up 8% YTD, Vanguard still doesn't list the holdings on it's web site
@LewisBraham
At least in Southwestern Connecticut, Electric Boat is desperate to hire "blue collar" technically trained industrial workers to build subs. They subsidize the training programs in high school and guarantee a job if student finishes pr…
Does anyone have a read on why the letter has a large section ( Notes from the Road) about India and how excited Tyler Galuser is about India, when as best I can tell he is only one of a dozen PMs on one fund that only has 4% in India?
Emerging Op…
Since this thread is apparently open for politics here goes.
As distressing as the inflation in the US is, it is far worse in Europe and many other countries. That cannot be blamed on Biden. This is a worldwide phenomena. I tend to believe the one …
@LewisBraham
Thanks so much for the link to the new republic article. I am slowly digesting it and I wonder why I haven't heard much about this way out of the dilemma.
It does remind me that although we think the quality of contempory thought in…
If you want an example of how well "experts" do with predictions look at the 2022 results from the Barron's roundtable experts from January 2022 to the end of the year.
Almost all of them lost money, big money.
I have no personal experience with Paxlobid, thank goodness. However all my over 65 infected relatives have gotten it and hated it, even for five days. The taste is so bad it would be a great weight loss tool.
I don't think the current recommen…
@sven
Millions of people ( at least half of them lower income GOP voters I suspect) live from SS check to SS check. I think like most Americans currently, they are not paying attention to the debate or potential consequences, and if asked would res…
I havent seen any data yet, but it is concerning that of my multitude of relatives across the country, one husband and wife both got it, although they only go to grocery stores masked.
She had symptoms for several weeks and is still down a t bit. T…
@LarryB
I looked at the gold funds and think for retirement accounts. pick the one with the lowest ER and decent liquidity.
In taxable accounts Gold is taxed at long term capital gains rates of 28% as a collectible ( ST is income tax rate)
Howeve…
The most recent data from Henry A Choy a UCLA biologist. He sends out irregular summaries of Covid. I can't remember where I heard of him or if you can email him and get on his mailing list but worth trying as he has very good data and references
h…
This is a huge problems for individuals, but the Biogen Alzheimer's drug will be a much bigger dollar problem for society.
Here we have a very marginal drug that slows brain decline ( does not stop it or reverse it) very very modestly, kills 2 to 3…
Let us hope the Feds (under Trump) extracted stock or some warrants etc when they pumped all that money into Moderna. As Trump is apparently such a shrewd I am sure he negotiated the US taxpayers a great deal
Yea I saw that but it is odd that a guy is writes so eloquently about how overpriced the market is, especially large caps, would buy Google and Amazon and Qualcom.
I did a little digging to find out how he runs the fund but haven't dug into the pro…
@derf
I was at the VA until 1997. There are some very good VAs especially in the South where many Vets move when they retire.
Since 1997 the VA budget has increased dramatically from all the post 9/11 vets flooding into the system.
The problem…
@LB
You sound a lot like Karl Marx, not that he wasn't a genius!
The other issue is how rigged the system is ( Now I sound like TFG...UGH) in favor of big corporations and the uber wealthy. "Corporate Welfare" doesn't begin to cover the control th…
Bloomberg has a great piece by Matt Levine pointing out that the debt ceiling applies only to the principal of the bonds not the interest. So it would be easy to get around the limit by selling bonds with high interest for a premium, which is entir…
@Observant1
Several political blogs questioned why Santos's opponents campaign or the national Dems couldn't find stuff that the NYT easily uncovered. I looked into it a bit and found the research paper the Democrats wrote on Santos. ( If anyone i…
Sure a plaintiff can go after anything but these lawyers work on contingency so are likely to take cases they have a chance of winning. I think it would be very unusual to see a judgement of millions of dollars from an auto accident, unless it was …
Anytime. I am paranoid and have a policy since I got married. As soon as you have any assets ( and anyone with a house qualifies, given most real estate markets now) you could be a target. Doesn't happen very often; I cannot say I have ever heard o…
Very important points. I have heard of folks already being a bit leery of Florida and especially Miami Muni bonds, for example, and utilities in states like California. PGE is a good example.
It is hard to predict the impact of global warming …
One suggestion often overlooked is additional "umbrella insurance" for your homeowners and auto policy. $5,000,000 coverage is fairly cheap and will cover a judgement for an automobile accident or something at your house.
The data on "fixing the dirtiest" is fascinating. I also heard today that the author (a Forbes employee) of a book about the meat industry "Raw Deal " calculates that if "plant based meat" and beyond meat etc reached 15% the same penetration of…
Ah the eternal debate, almost as eternal as Sox vs Yankees
I think there are far more academic stories on this issue than the ones he refers to.
The plan suggested
"Another alternative is to rebalance only when your portfolio’s losing assets a…
@LewisBraham
for future reference
https://www.usdebtclock.org/# ( has a separate clock for each state)
Also lists Medicare and Social security deficit, but I am unsure where those numbers come from.
While this is a bit off topic, the debt bu…
@crash
My fav is Lagavulin, but I will choke down McCallan if I have to.
Unfortunately, since Covid I have had to, as I can't find Lagavulin 16 anywhere
