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.
FWIW Saying I suspect he'll stay on as governor either to spite Donnie and/or for the good of the Fed/country/economy so that Donnie can't fill his seat juuuust yet.
Forget elected officials. How can so many Americans be so sick. This is actually happening by request of (almost?) half the American people.
I really think the majority of those who voted for this had no idea what they were REALLY getting into. The…
Repugnant senators always chicken out. It’s as predictable as waking up to bad regime news every morning. At this point what do you check first each weekday morning? The market?Bad regime news or is he d___ y__?
It's even easier to make a loud, ou…
The stable genius is actually a horse's ass.
'People' are saying 'Sir, it's the most beautiful horse's ass they've ever seen. So powerful and strong, they were in tears admiring it."
If you had bought GLOFX a while ago you would be laughing now to see it running ahead of the 500 these past 12 months.
I have a modest slice in the taxable I bought in 2022. Dumping it from the IRA in the quest for "simplification" was one of the …
But but but the GQP/MAGA told us that weaponizing the government was wrong, bad, and shouldn't happen.....
Yet another distraction from his LATEST failure/fiasco/f*ck-up
Donnie says he’s leaning toward excluding Exxon from his Venezuela plan, saying he was displeased with the company’s response to his initiative. Says “I didn’t like their response. They’re playing too cute.”
No, it's because Exxon's CEO told the g…
First the TACO, now the EMPANADA. I'm sensing a theme here....
Per POLITICO:
"Companies may follow the playbook of promising the White House they are interested in investing in Venezuela just to stay on Trump’s good side but ultimately not follow…
Exploding the War budget , as opposed to fixing Social Security or health care, really illustrates where this maga GOP is heading! Like flashing strobe lights of warning to all the folks who thought they were going to be helped with much higher cost…
This is LMT just BEFORE the close and just AFTER. LinkedIn
Yes, b/c Donnie's out with a big screed about how he (and the Congressional GQP) supposedly want to increase the defense budget by 50% in 2027 to 1.5T ... all the big names are markedly hi…
Nope. I sold my US defense ETF (IDEF) a week or so ago when Dear Leader was first musing about "doing something" to influence the defense base. Glad I did that.
My European defense ETF, by contrast, is doing juuuuuust fine.
IMO this gives reason…
Now let us ask ourselves, "If this is such a windfall, why would it be necessary to promise taxpayer dollars (more debt!) to entice oil companies to participate?"
Yup! I have an initial buy order on CNQ at $30 (and better) b/c I think Canadian maj…
Canada is the big loser. Their heavy oil will be displaced by cheap Venezuelan oil.
That presumes Donnie's plans ever come to fruition. It's interesting how quiet Chevron and the other US majors have been thus far...you'd think if they were 'given…
I'm reporting, not recommending, big guy.
No worries, I definately wasn't being critical of you, David. Just grousing about the jargon of the industry in their prognostications. And like you, I'm not out to beat anybody but my own ability to SWAN w…
I look forward to savoring the AI discussion, David. A brief skim suggests you and I use these tools in pretty much the same way, both in the classroom and investing research.
One quibble: "The message is consistent: lighten on US growth, reduc…
@Observant1
Yes, telecom hardware/software is my specialty field. I retire with 45 years at essentially the same corporate entity. A job that I truly enjoyed for most of that time.
That's a rare thing these days -- to be at the same entity for one…
For 2026, I continue investing in quality dividend stocks paying QDI -- including several MLPs. Also investing more overseas, too.
I will probably trim some major gainers in the new year, and possibly reduce my PRWCX a bit.
2025, I can't complain ... going by the brokerage numbers just now:
Long-Long Term Account +15.36
TIAA 403(b) +17.40 (in one fund)
IRA +14.23
Schwab +30.08% (mostly due to 1500% gains in one position)
I am almost entirely in equities (none…
Those who appreciate American Funds mutual funds may also like the Capital Group ETFs.
https://www.capitalgroup.com/content/dam/cgc/shared-content/documents/session-docs/Capital_Group_ETFs_compared_to_popular_American_Funds_mutual_funds.pdf
Yup, the…
Added to BEP and BIP in my long-long term account earlier this week, so I sold BIPI and BEPI (Brookfield baby bonds) in my other account at zero gain/loss to raise cash.
Added to ATGFF b/c I think it's in a pretty enviable position in Canada's Paci…
Meh.
I own a slug of OHI as a REIT, and am considering GTY and some specialized ones at some point once my tax situation changes.
I'm ok with sector funds if you know what they own, watch them, and don't just blindly jump into them. (to wit: I ha…
I own several AFs in my long-long term account, and my entire 403(b) is in RWMGX. I've been very pleased with their performance, management, and investing style.
In my long-long term account, I sold MICC, the ice cream spinoff shares I got last week from Unilever .... added to my already large BIP and BEP positions.
Bought starter position in SECYF, which supports Canada's oil/ng sector with wastewater disposal, similar to what Aris Water Solutions does in the Permian --- which got bought by WES a few months ago. (I have an open order on WES as well.)
Sold ID…
Bought starter position in SECYF, which supports Canada's oil/ng sector with wastewater disposal, similar to what Aris Water Solutions does in the Permian --- which got bought by WES a few months ago. (I have an open order on WES as well.)
Sold ID…
The Trump administration claims "national security risk" to justifiy halting everything it dislikes.
But when actual national security risks exist — China buying Nvidia H200 chips —
the administration allows it.
Donnie *is* a national security risk.…
And yet he 'wants' to lower electricity prices .... but only with fossil fuels and nuclear, apparently.
In the so-called SPEED Act that just passed, Congress gave Donnie a YUUUUGE loophole to claim 'national security' as a reason for killing offsho…
News & links are also buried in a post on CLOs.
REPOST https://www.mutualfundobserver.com/discuss/discussion/comment/204362/#Comment_204362
Well, "exCUUUUUUSEEEEE me!" :)
Bought starter position in SECYF, which supports Canada's oil/ng sector with wastewater disposal, similar to what Aris Water Solutions does in the Permian --- which got bought by WES a few months ago. (I have an open order on WES as well.)
Sold ID…
@rforno : what are those 100k points worth in$$? $1K?
Didn't do the math. But half of them 'paid' for a first-class air ticket to Mexico on United last month, so I'm not complaining!
For regular use, I have Amex Platinum (main), Sapphire Preferred*, and Amazon (for Amazon only.) In the sock drawer is the United Gateway card (to keep points active) and a Visa from my credit union. For me, I think worrying about which-card-to-u…
