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rforno

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rforno
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  • Only SP500 has a firm "4-quarters of profitability" rule for initial joining. For other indexes, rules are fuzzy and malleable. Elon MUSK probably remembers how long it took Tesla/TSLA to join SP500. The cynic in me thinks that he probably figures t…
  • "Investors are increasingly souring on the United States, as illustrated by the declining dollar, the stalled stock market and rising government borrowing costs." Shareable NYT article Including this investor....
  • Geez they're all playing pass-the-parcel .... b/c they can hear it ticking under Donnie's regime.
  • I am confused. I do not have a Schwab Investing banking account, but do have a Schwab debit card tied to my brokerage account. I need to fund the cash account to withdraw money from any ATM. What does a Schwab bank account offer? In short, Investor…
  • I opened a Schwab Investing bank account last month w/o problems -- did it entirely electronically. I couldn't link my current credit union until the account was funded (500$ from my brokerage acct) but that was the only hiccup I encountered. I ju…
  • There have been a few big articles in WSJ/Bloomie recently about the circular nature of the AI industry's 'funding' and in some cases yes, it does look like a ponzi scheme or 3-cup-shuffle game. Caveat investor!
  • Sorry, I've got my head in too many statements and tax forms right now (friends and family as well as my own). Totally missed what I should have seen as an obvious parody. I hear ya, same. If there's one thing that should've been DOGE'd it's the…
  • I'm not quite clear on what you mean by an ETF "like this". If you mean a fund that screens not on what a company does but what it says (even if it does the opposite), then I agree that AFAIK there aren't other funds like this. If you mean funds …
  • What an investment of the century, no thanks ! "Nobody has ever launched an ETF like this. People are lining up to buy it, saying 'Sir, this is amazing, how did your team come up with such spiritual brilliance and investing jenius?'" [accordion …
  • What do they hope to get by attacking Iran? A distraction. Next question?
  • To the ash-heap of ETFs within 3 years ... b/c there's no way they'll kill an ETF of 'his' during his term occupying the oval office.
  • Don't forget Demented Donnie thinks bankruptcy is 'awesome' and 'loves' it for business. He's replicating that practice in the federal government, but will likely leave his successor (or the next one) the task of declaring it and/or figuring a way…
  • The remaining buy on my Enbridge preferreds just got filled.
  • In the past few weeks: ... who's Epstein, again? He's Trump's pedo buddy whom Trump had killed while Epstein was in prison. Bondi is redacting 99% of the millions of pages of pedo proof, but taking her sweet time with it. We are left with def…
  • I found Barron's & WSJ unresponsive and "sticky" in the past (difficult to cancel). Have had good luck with some of the resellers. Currently have a 1-year digital Barron's from top subscription deals. Have chosen not to link the site because…
    in Barron's Comment by rforno January 29
  • In the past few weeks: Venezuela. Greenland. NATO. Canada. Minneapolis. Melania. Iran. Deep Freeze. ... who's Epstein, again?
  • You'll have to wait until it's over so he can tell you what he did just before it happened. I see what you did there. LOL
  • We literally can not take any statements or claims made by this administration at face value. Proven time and time again - on a daily basis, I would say. No legitimacy. You said it better than I'd have done. These days it's best to treat offic…
  • Bought a new position in EISIX and got to thinking about India like rforno posted. But haven't made that leap yet, being very heavy in EM already, though that's mostly in debt. What are your go-tos for EM debt? I'm leaning towards EMD or FEMB at th…
  • Bought starter position in IFN (the India Fund). Am 1/2 filled on a starter position in EBBGF, one of Enbridge's preferreds.
  • @Mona -- Good for them! Since last summer I've been saying that world economics, trade, and security alliances, will start to restructure to work around, or perhaps WITH, the USA, but not necessarily THROUGH it, or be dependent on it. Donnie's…
  • This will cause gasoline prices in the midwest to go much higher due to the amount of gasoline imported from Alberta. Will he go out like his idol William McKinley?? "We don't need anything from Canada" - Donnie Demento
  • @rforno, good comment on the end of importing Canada's wood products. Where does he and his moronic sidekicks think most of the lumber here comes from? “The Lumber Fairy. People are saying ‘sir, she’s a beautiful provider of all things lumber. You …
  • Yeah, go ahead and add that poll to your bogus lawsuit, Donnie -- because once again, your slip is showing, and you're too embarrassed to admit it. Grampa can't let anything go, be it yesterday, last week, last year, or years ago. He just craves…
  • @rforno If you don't mind the question, why did you sell WES? It's the smallest of my pipeline holdings and I've been thinking of moving that $$$ elsewhere in the pipeline space .. it's the only MLP I trade in/out of b/c it's more volatile than th…
  • Sounds a lot like a certain MFO poster, doesn't it? I would respond to that comment, but I'm suffering from TDS while simultaneously ensuring my investments are always perfect and adjusted well in advance of major market moves, because like our dear…
  • Little behind on posting this week due to pre-semester crazy..... Sold my small position in WES The other day I bought starter in INR for growthy exposure to the Utica/Marcellus regions. Might compliment that with MPLX on any major pullback, too.…
  • I am using Perplexity Pro more and more for internet research and basic analysis. I especially like how it "cites its sources" so you can see for yourself where the results are coming from. For example I will ask things like "Speaking as a [TYPE…
  • How long before Donnie has ICE and DHS 'investigate' this fund and its shareholders? Because, ALIEN!!!! I predict this thing will be on the ash-heap of thematic ETFs within 18 months.
  • Apparently Donnie claims he has Concepts of A Plan(tm) for Greenland with NATO, so he's TACO'ing off his tariff threat on NATO countries ... which remember, he admitted making on incorrect information, according to his recent call with the UK PM. S…
  • BBG: US Treasury Secretary Scott Bessent said Deutsche Bank AG Chief Executive Officer Christian Sewing called to dismiss a report from one of the German lender’s analysts that had suggested European investors may dump US assets. Meanwhile, Denmark…
  • "presidential library..." That comical. He can't even read. LOL His 'library' will be letters to himself, 'beautiful' love letters shared by fellow dictators, and a MAGA-curated display of his zillions of 'wins' as 'president.' And oh yeah, don'…
  • CNBC reporting: Anders Schelde, AkademikerPension’s investing chief, said the decision was driven by what it sees as “poor [U.S.] government finances” amid America’s debt crisis. But it also comes as tensions escalate between the U.S. and Denmark af…
  • Canada's Mark Carney's speech at Davos is ... scathing and spot-on (imo). https://globalnews.ca/news/11620877/carney-davos-wef-speech-transcript/
  • Stock market across the globe fell today while the precious metals spike significantly. Libration Day 2? https://finviz.com/futures.ashx So much winning... Relatedly, down is up, winning is losing, and we've always been at war with Eastasia.
  • Apparently, in a weekend phone call, Donnie told UK's PM Starmer that he didn't really know what was happening with the EU military buildup on Greenland when he frantically announced his NATO tariffs. Turns out, the EU had announced the exercise w…
  • He's now threatening tariffs on Macron/France if they don't pay-to-join his liddle fake UN club* for $1 billion. If SCOTUS was smart, they'd see this clown is far beyond using tariffs for any legitimate national security purpose (which he repeated…
  • Prepare for major market volatility the day he speaks....if his screeds to NATO, Denmark, and Norway are any indication of things to come.
  • BTW, as to the original title of this thread: DJT had tarriffed NATO previously as well on Liberation Day. You know what I mean....
  • Maybe I did a good thing last week buying more international bonds? J. Gundlach for sure agrees. In last week's annual Just Markets webcast he opined that the sell-America trade (tho he didn't use those words) is still in early days, and laid out…