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.
At davidmoran…. I held three of your old holds as well. We thought they were good funds till they weren’t. I have come to accept that Bogleheadism has some truth to it. But what fun is that?
@Hank. For reasons of preservation of capital I live in the world between TRBUXX and common old Money Market Funds. For the last several years my Schwab MM has been more than satisfactory. I became overly enthusiastic about CD’s yielding above 5%. …
Thanks all for your thoughts ….. @a2z. Thanks for sharing Prof Atwater. Imagine, macropolitics “should be the first priority in investing…” who woulda thunk it?
Thanks all for sharing your thoughts. My current risk assets are limited to TRIGX,, CGDV and DODLX. All actively managed and not low cost by any standards. It’s not business as usual for me,,,
At Davfor. sma3 ‘s post is valuable , relevant and belongs where the most folks will see it. Right where it is posted ! If you don’t like it,,,, close your eyes. It simply is not your role to tell people where to post.
At Old_Joe. Help me understand,,,,, I believed that Roy is a deficit hawk ,,,, if that is the correct term. If he were to get his way and actually lower the deficit it would be by massively cutting discretionary and non discretionary spending. No…
Crash,,, thanks for reminding us of something that he who can’t be named has forgotten. The US has overlooked lots of issues with the Saudi government for decades. But it’s complicated and profitable.
Indeed. All good advice. Better to sound like you know what you are doing than a guy on a bayliner with fenders hanging out and asking for radio checks on 16.
With a historically high level of UNCERTAINTY about every aspect of amerikan life, including the guy in the White House questioning his obligation to follow the constitution,,,,, it would take a ton of optimism to be bullish.
At Charles. I am a very price conscious consumer. Once I got my first i phone I have never looked back. Same with my i pad. And great support from Apple.
At Hank. I too watch baseball for the reason you expressed. The pervasiveness of advertising in sports , particularly in MLB and the NBA is overwhelming. They gotta pay those salaries somehow. Sickening. I don’t remember any ads on Al Kaline’…
@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…
