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.
WaPo reports 82nd Airborne exercises abruptly cancelled .... are they getting deployed to Iran?
This comes just after big hospital at Ramstein AB in Germany announced that 'very high leadership' ordered it to cease offering late term maternity/labo…
Fake news! The economy has never been stronger, and America has never been HOTTER! We are the HOTTEST country in the World by far! Everyone says so! Thank you for your (in)attention to this blathering.
@JD_co you're probably right ... the war was…
Hooo-boy, I don't like this at all ... they're really milking the Capital Opportunity brand for all they can, aren't they? This looks like a late-to-the-game me-too covered-call ETF, of which there are already a bunch available.
Makes me even more…
More and more THAAD and Patriot assets are being moved into the Middle East ... China must be *thrilled* by this excellent military planning.
BTW there might not be so many Iranian drones flying right now if Donnie had given Zelenskyy the Tomahawks…
And now Blackrock...
BlackRock Slashed Another Private Loan Value From 100 to Zero
BlackRock Inc. slashed the value of a private loan to Infinite Commerce Holdings to zero, just three months after assessing it at 100 cents on the dollar.
The loan…
@Anna, I am of the firm belief that Netanyahoo! (and the Saudis, to a lesser extent) played Donnie like a fiddle, getting the US to be his proxy and Big Gun(tm) for the Iran attack. Now that the whole Middle East is fighting amongst itself and occ…
Order placed to reduce PRWCX by ~70%/
Currently debating whether to reallocate 40% of my RWMGX into RERGX and let it ride vs temporarily into the available VG Treasury Fund in my 403(b) ... am inclined to do RERGX to remain in the markets.
Even though I already use another *fantastic* (paid) service for email, I'm also in the process of switching to Proton since I use their other products already (and b/c ProtonMail has realtime notifications unlike IOS Mail which has 15m as the minim…
in 1 day, pete kegsbreath lost ~us$100m via three f-15 planes due to foxnews level communication skills in actual war theatrics .
that's some real trump-bonding by fav means necessary.
Yes but he gets to sneer at the cameras and use words like 'le…
Per BBG this evening:
"More than 25 senior leaders from across Blackstone — many from its credit business — pitched in some $150 million to the Blackstone Private Credit Fund, according to people familiar with the matter. Combined with $250 million…
Sometimes, it doesn't take DJT all that much to back off.
Donnie just said he's ordering the Intl Finance Development Corp to offer political risk insurance and financial guarantees to 'ALL Maritime Trade' and says the US will start escorting ships …
@DrVenture - not really. I guess I wish I had a wish list. In a funk, I guess.
@Anna
Not too late, at all. If you plan to put cash to work. There are even some FI issues to consider. When I have no better plan, I just add to existing positions.
…
Wouldn't you know it, just as private credit funds have been hitting the retail market!
Why do you think they're doing that? They can't find any willing buyers in the financial industry, so they're trying to fob it off on the 'dumb' money instead..…
@Sven - in my case, if/when I trim, it'll be a large chunk at one time, so I have cash available for other purchases ... I can always buy back in if I want to down the road.
It is only $1.8 billion from the flagship PE fund. Something is brewing in the horizon and it smells like a 2008 all over again.
Agreed 100% .... batten down the hatches while you have time....
Bought 1000s BIPI for qualified dividend income, which drops available cash down to maybe 1-2 more purchases. I'll then be moving 80% or so from PRWCX to continue picking up dividend paying equities and other items of interest.
So what companies/industries will benefit from UBI (universal basic income). Travel and Leisure?
Consumer staples, utilities, health care, I think. UBI probably isn't enough to take the family to Disney World or the Grand Canyon....
@Anna excellent points. Though I would add that humanity will be the only species that ends up killing itself (thru greed, hubris, or ignorance).
In terms of AI scenarios that is why my only AI-related stock investments are in energy and utilities…
Giroux often talked about his team analyze and forecast the company’s earning five years out. It appears their methodologies did not all pan out while the Mag 7 stocks dominates the S&P500; index in the last 3 years. Considerable portfolio tur…
That's why Donnie and his kids jumped headfirst into crypto in 2024 -- as a way to move money without big banks since they were 'debanked' and/or finding it hard to locate banks to work with them. If they were still in the system, I doubt they'd be…
Bought 500 NVO as it's down 15% on the Cagrisema news. "Patients taking a standard dose of CagriSema lost 20.2% of their body weight after 84 weeks, compared with 23.6% for Lilly’s tirzepatide." IMO that's still pretty damn good.
Also buried in …
As I recall Kalshi & Polymarket have Demented Donnie's elder son as either a paid advisor or a board member. How is that not a huge conflict of interest for these companies??
IMO prediction markets, like sports betting, are simply another way …
Bought 1/2 of starter position in CLNFF, a prominent Canadian defense contractor.
Also threw several K at MAXQF (trading at .30/sh) as a *totally* speculative trade on it becoming a viable Canadian space launch site. The Canadian space major MDA S…
I still have a copy of the prospectus for the 'principal protected notes' that my (former) UBS guy was trying to flog on me back in 2007 as a 'safe' way to park my money for 2 years .... it was underwritten by (wait for it) Lehman Brothers. I keep…
Understood. Ya re: USA, this is what happens when gummint holds to zero ethical principles.
"That's called freedom ... er, free-dumb!" [accordion hands]
...Common euro, but no common fiscal Union. Chickenshit decision. Could they not have communally backstopped Belgium? I expect to visit the EU HQ, NATO HQ and other interesting stuff in August when we fly over there to BRU. The cousin who has us tou…
@sma3 That's where I'm at: China is uninvestable due to their political and military and cyber shenanigans. Never thought the U.S.A. would fall so far, to become a country led by stooges, but with regard to domestic investing, "all we got is all we …
Ha - that's funny. I too find the SA comments often more entertaining and informative than the articles. AND I own a Magic 8-ball. All it ever answers is "outlook cloudy", though.
Yeah but 'outlook cloudy' confirms that I'm doing my research correct…
M*
SeekingAlpha (mainly the comments, not articles)
Various searches in Perplexity
LSEG/CFRA reports in Schwab for the 'quant' perspective
My own magic eight-ball
And now SECDRUNK Petey Kegbreath is trying to really punish Anthropic for not letting DOD use its platform for whatever it wants --- ie, "no guardrails". (This is beyond potentially just nixing their contract, btw) Seeing Anthropic stick to its g…
Works for me -- I've owned an EU defense ETF for the past year-plus that's done very well, and been scoping out Canadian defence stocks in recent weeks myself.
