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.
A thought:
Putin has in his possession huge piles of kompromat on the Orange weasel. This is a sideswipe, indirect sabotage job on the US/S.Korea alliance. Putin wants to dismember any beneficial political and military arrangements which rival his …
The Orange man-child playing with people's lives. Despicable. Unable to understand the basics about how to be HUMAN, let alone how to be PRESIDENT. The fact that he was reelected is an indictment of our society, period.
Look at WCPNX. I used to own it, but it was going nowhere fast. It was too tame for me. Solid, low risk. 4.85% current yield. Top 10 in portfolio is all Treasuries, except one listing of Fannie Mae.
https://www.morningstar.com/funds/xnas/wcpnx/risk
@Crash- Actually, I found a pic which would have guaranteed that you would skip lunch, but I didn't have the heart to do that to you. :)
:)
Anyhow, time for a break. It's the week-end. What new surprise will we be presented with at the tail end of…
05 September, 2025: Scarlet Fu hosts.
Kay Herr (JPM) looking for sub-trend growth in fixed income, the equivalent of a "soft landing." Normal, healthy slowdown in job growth.
Ian Lyngen (BMO) notes that today's lower-than-expected jobs number inclu…
Right, and the previous head of BLS got sacked. Makes as much sense as 2+2=fish. Now the Orange suck-ups will make excuses, time and time again. Lutnick's face make me want to retch.
Onshoring of manufacturing, in my opinion, would take a generation: a "lost" generation of feeble statistical economic growth, inflation, and with young people's expectations for a better life hammered into the ground. The reversal into domestic man…
Received dividend on Wednesday, put in a limit-order to reinvest it. It's the Foreign Trade Bank of Latin America, based in Panama. BLX. One of my most fortunate choices. I'm not sure if a US rate cut would affect it? Anyone have an idea? My other b…
Dems and Reps are both screwed up, but it's certainly not so that they are equally screwed up. Repugnants sold their souls decades ago and are no longer a legitimate Party. They are acting in bad faith on The Hill and in the WH. Play-acting at gov't…
I've not kept my circumstances a secret. Doing a lot of investing for heirs, colored by a simultaneous streak of concern for preservation. The political scene these days is a dysfunctional and abominable cluster-flop. I'm about 53 stocks and 46 bond…
...Just reserved two of those I listed above at the public library: Kahneman's book and the first one linked, by Scott Galloway: "The Algebra of Wealth."
I've read Galloway's published essays and listened to him on YouTube. He also runs a podcast w…
https://www.goodreads.com/book/show/150246211-the-algebra-of-wealth
https://www.goodreads.com/book/show/42872963-the-algebra-of-happiness
https://www.goodreads.com/book/show/230733473-notes-on-being-a-man
Thinking, Fast and Slow, by Daniel Kahneman…
https://www.goodreads.com/book/show/150246211-the-algebra-of-wealth
https://www.goodreads.com/book/show/42872963-the-algebra-of-happiness
https://www.goodreads.com/book/show/230733473-notes-on-being-a-man
Thinking, Fast and Slow, by Daniel Kahneman…
There's a theory that so long as this "each wronged person must sue individually" rule holds, Trump won't appeal losses.
That's because only the few people, or at most few states, that win in court will have their rights vindicated. So long as h…
SCOTUS is misshapen, spineless, misguided, abstruse nonsense. More here re: Orange unconstitutional tariff pap, from 02 Sept, 2025:
https://www.cnbc.com/2025/09/02/what-trump-court-loss-means-for-billions-in-tariffs-paid-to-government.html
Since Da…
@larryB. @a2z. Previous allies are turning away, seeing the USA as unreliable. That song is already becoming dated. Half the country are spineless imbeciles. Truth.
"On The Turning Away."
LYRICS:
https://genius.com/Pink-floyd-on-the-turning-away-l…
Odds are leaning toward a cut, everywhere you look in the media. But they ought not to do it, in my humble opinion. Inflation is not at 2% yet. Maybe 2% under current circumstances is a pipedream, given the extraordinarily screwed up, Orange politic…
