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.
@Anna you just opened a can of worms. Which of the SCOTUS Justices said, "I can't define pornography, but I know it when I see it?" I do know that a goodly chunk of the "woke" agenda being reacted against is the gender-bending nonsense. Yes, there …
Aren't high-yield spreads tight and rather unattractive?
On that basis, yes. That's what everyone is saying. I've done well, sticking with my ill-timed choice to get into Junk just before 2022 arrived. I rode it down, then back up, reinvesting all d…
The false narrative Orwellian Double-speak that's going on is very real and very useful to the Orange criminal, authoritarian coup d'etat regime. It's been present in US politics for decades already (at least for decades!) re: various bills in the H…
LOL. In the ongoing conversation, Talking Heads have been saying that the Junk yields are attractive compared to the more volatile equity market. Of my 47% of portfolio that's in bonds, I'm at 49% in Junk. My earmarked Junk funds (2) comprise 26.82%…
21 feb, 2025.
https://www.bloomberg.com/news/videos/2025-02-21/bloomberg-real-yield-02-21-2025-video
consumer sentiment down, inflation fears rising. Expectations for sticky inflation are highest in 30 years...Direction trend in the yield of the 10…
My prerequisite to taking any further undergrad courses in Philosophy was the course in LOGIC. Served me well. Benedictine school, not Jesuits. The Jesuits came later. Oh, the stories we could tell...
@hondo: You have evidently failed to notice that it's your president who is kissing the ass of the communist president. Could you please name a few of the Democrats who are doing the same thing?
He also seems to think automatically that those of us …
There was already zero privacy. Now the lack of privacy is officially weaponized--- and Muskie and his minions don't even care who knows--- whether or not they will admit to the deed. We have Trumpian Orange Indiscriminate Trashing of Everything, at…
Yes, Ritholtz and Josh Brown have a professional connection. Brown closed-up "The Reformed Broker." But he's still the same guy. And Ritholtz has been a source of knowledge and investing wisdom for me, too--- going back to Fund Alarm days.
Connected to this discussion: TRP has become pathetically slow, too. They are slow even to update and report daily numbers regarding their OWN mutual funds. I'm still babysitting my friend's stuff over there. Yes, they can be trusted. Yes, they have…
Oh, yeah. But Gov. Mills of Maine knows what's what!
https://www.npr.org/2025/02/21/nx-s1-5305108/trump-janet-mills-maine-transgender-athletes
I agree with Trump's position on this issue. But not his nazi tactics. Glad to see Mills standing up!
ht…
Orange Tampon will do what he wants. Half of the Judiciary is owned. I am rejoicing in DeJoy's departure soon. Yes, all he did was to sabotage things. But to simply eliminate the Postal Board? More orange feces. To operate USPS under the Commerce De…
precisely. I'm more defensively positioned in bonds, but I can't bring myself to go run and hide completely. Logic has nothing to do with it, particularly in the short-term movements. Mr. Market ALWAYS overreacts, both upward and downward. Statistic…
When you can find human-written analyses, they are, half the time, worth reading. The A.I. generated stuff is generic pap. I use Morningstar a lot. Yes, if you give them enough TIME, their stats do catch-up to reality. They have seriously deteriorat…
21st Feb '25.
A sea of red in the Markets today. Bought just several shares of my favorite baby: ET. Not a bad place to be, for the moment: dividend two days ago. Free money. Today, I brought my cost basis down a bit, as well. Pleased with myself t…
The Orange Criminal thug is no doubt a Russian tool, a Russian asset. He'll do what he's told. He has zero reputation to worry about. Nothing to lose. No integrity. So, why not? Zelensky is correct: the Orange Felonious WAD lives in a disinformation…
Yes, quite right. We are screwed. Holding my breath, the next two years, and hoping that enough US voters can grow some intelligence between now and then, and turn away from the Orange Lying POS.
We ought to be universalizing Medicare. FFS. And Billionaires cannot have it all. Soak the uber-wealthy. Like uncle Orange Criminal and his boss, the ethics-free Elon.
Too many US voters are absolutely as smart as a box of hammers. MAGA, anyone?
I'…
Stepping back from any kind of world leadership. After 4 years, that will be all gone. Other countries are already thinking we've gone crazy nuts. Too many of us certainly have.
https://patricemersault.substack.com/p/an-open-letter-from-a-doctor-to-…
Orange Clown. His integrity and intelligence are pulp. "Should have made a deal." But some things are more important than MONEY, more important than profit and the bottom line.
...And this is to say nothing of foreign policy. I think Joe's was close to a disaster. But Trump has zero inkling that (for example) peace negotiations must include both parties to the conflict. He thinks he is the King, and he is acting like it. D…
msf: His point, as I take it, is that the numbers, though accurate are misunderstood. So things are worse than people get from the numbers reading them simplistically. True enough. But then he goes and does the same thing by simplistically presentin…
Reinvesting divvy from ET. The limit Order price has not been reached yet.
EDIT TO ADD: new shares added at $19.99. Indices are seriously down, this morning.
I broke my own rule by buying into BLX in Panama.
Banco Latinoamericano de Comercio Exterior, S.A. (the Bank) is a specialized multinational bank. The Bank is established to support the financing of trade and economic integration in Latin America a…
Re: chicken eggs: a cause of unhealthy high cholesterol in the blood? I do consume a goodly share. My statin pill works well to counter any ill effects. But eggs do offer us protein, too.
@Crash: "Also, the newfangled yardstick that he and his team designed gives a much better, more accurate look at the Big Picture."
I agree that the measures he takes aim at can for sure be critiqued (like I said about U-3), and that he's right that…
That particular contribution from @Mark and the article included in the link are certainly NOT off-topic. Surely, that stuff is relevant to the overall investing environment. Anyhow, it was reposted by OJ. I've offered my two cents in both spots. Th…
I found the article to be insightful and clear. The author's own career pedigree lends weight to what he's explaining. Also, the newfangled yardstick that he and his team designed gives a much better, more accurate look at the Big Picture. I suppose…
