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.
@JD …. “Four more years.” Four more years? It’s not by coincidence that this regime has gone to great lengths to secure control of the levers of power. If his health allows,,,, 2028 might just be a four digit number. Or in plain language,,,, if h…
Just think of this,,,, Business leaders aren’t investing to grow their enterprises,,,, families aren’t spending and we are not investing. All because of one guy and it’s happening all over the world many times over. What could possibly go wrong?
Because the market was goosed by wishful thinking ? Whatever folks thought they heard the regime say today will be different in 48 hours. And then again in a week.
@AndyJ. I am not counting on a whiff of sanity lasting very long. Sanity and “Magaverse” are contradictions… The market rally this morning is based on nothing except for hope. For this old guy loss aversion rules the day. It’s much less simple w…
Started a position in TRIGX ex US value fund. Added to our ridiculously overweight CD collection. Added to STIP. looking for EX US bond fund/ etf. Ideas?
What trade deals are you waiting for? The deals our former allies and trading partners make with each other? Shithead declared bankruptcy six times and couldn’t make money with a casino. A real great dealmaker. Or upon second reading you were bei…
Many experts say if the regime fires Powell the markets would have a fit. As long as the regime is exploring purging the Fed I can’t imagine putting new money in the market. Of course some of our colleagues here have more guts than me.
@PressmUp. I don’t know about Vance not allowing trump anything. I do agree that the serious money people will not let him completely destroy the country. So a power struggle might be in the near future. We live in interesting times.
Gman57. My forecast exactly. The emergency will be that he is polling 35% and would lose the election. That he would run for a third term is a forgone conclusion. Look out below.
Laughing out loud. Started this thread about the possibility of Powell getting terminated by the regime. Added the phrase “ impact on mutual funds” in the title to avoid the purity police. Worked like a charm.
Junkster. None of our business of course but when you say “my long time lady friend,” does that mean friend or relationship? The way things are going a relationship between a regime supporter and a long time non maga is in trouble. Sorta a microc…
@crash. My brother,,, by now you of all people know he can do whatever he damm well pleases because who can stop him? The courts? The congress? Melania? No, no, and no. He can and he doesn’t care what happens next. Look out below.
For the sailor: avoid rocks. For the investor,,, don’t lose money. Last night my wife asked me if our assets are safe. I couldn’t tell her with total certainty that they are. Six months ago that would not have been the case. What has changed? We a…
At Sven. Like your sailing metaphor. But even is a bad situation like you described,,, sailors have rules to guide them when they can’t see anything. Sailing the coast of Northern California I was taught that when the visibility is zero and you are…
Agree with all your points except the 4% cash return cause the high ER. 1% Is a lot in an era of subdued returns. I keep looking at Wellesley but the long duration scares me.
At FD. if you believe that the current administration is governing in a manner consistent with laws, ethics, adherence to the constitution and what’s best for the American people, then by all means invest as you always have. Many people believe othe…
Hey fellow travelers… please watch Lawrence O Donnell. The Last Word. Monday night edition. Righteous indignation about the regime’s actions. The conclusion that he reached was “ it could happen to you.” Think about that brothers and sisters.
Gman57…. Did you go too far? Well students with some sort of legal status have been disappeared for making statements the regime doesn’t like. Or those statements were used as an excuse … But this is April,,, what might the regime be doing next mo…
Thank you Crash! The two brothers think politics can’t be connected to investment analysis but how could anyone make an investment in a new factory or invest more in stocks or bonds when the regime has no clue what the business environment might be …
@FD. Agree with you in that I want to know what do Monday each week. But with no certainty about government policy from one hour to the next,,, and no indication that the regime has a clue what it wants to do or is even connected to reality ,,, it …
