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BILT started trading today. I bought a 1/4 position.
Thanks for the tip. Its holdings are quite solid, though I wish there were some more concentrated positions and fewer airports. As to the former point, I'd probably still lean toward GLFOX.
Ot…
NVO should have hired a friend of Dr Oz or Sen. Rick Scott for CEO position. Their actual pick for CEO is a terrible choice for USA market where friends are more important than anything else.
Agreed. As I said, I'm looking primarily at their ex-U…
Just more financials wanting in on the easy skim?
Yep. They want to make the proverbial 'dumb money' feel like 'sophisticated investors' with these new offerings....
Bought a few hundred NVO on this morning's 20% drop on their CEO switch and revised forecasting ... been a constant on my watchlist for years even before GLP1s came around. I think this is an overreaction and that the company is smart enough to sor…
Let's just add even more to the national debt, because why not?
It's amazing how many GQP congresscritters will vote with the herd on 'big' things and then afterward do a complete 180 by introducing bills that would reverse their other votes, knowi…
I posted this in the other thread, a short read and worth considering. Basically all smoke and no fire.
https://fortune.com/2025/07/29/markets-europe-pulled-wool-over-trump-eyes/
Makes sense to me.....
From LizAnn Sonder’s interview, she expects the tariff will lower the earning growth, slows the economy, and the higher import prices get pass onto the consumers. The declining USD against other major currencies may be another factor.
youtube.com…
Remember everyone that Trump is responsible for the sun rising, but if his tariffs result in diminished GDP or higher prices, we need to blame someone else. Are we all on board right now?
It's all Biden's fault! By the way, the recent weather chaos…
Yeah, my EU stocks were down a (tiny) bit today. But I still think the US equities will face a reckoning sooner rather than later ... and that the USD will become more and more shunned around the world because of A) our insane national debt, and B)…
Nations can 'agree to do/buy/invest $X' all they want to appease Emperor Hirocheeto, but that doesn't mean they'll actually ever do it. Look at the alleged "5 trillion" or whatever he claimed would be invested in the Middle East for AI. It was mos…
This is starting to look more and more desperate before they can even entice the rest of us sheep.
Crypto looks better organized.
YMMV.
Baaah.
For a minute there I was confused between if you were 'sheeping' or doing an imitation of Stephen Fry's…
Interesting, since TRP still shows it closed.
https://www.troweprice.com/financial-intermediary/us/en/investments/mutual-funds/us-products/capital-appreciation-fund.html
Nice to have an agreement, but the American car makers are freaking out b/c other tariffs on raw materials and parts will force them to incur higher costs than their Japanese counterparts. That's probably why Toyota popped last evening.
I think it's great if brokers offer BTC or ETH or another 'major' coin as a legitimate investment offering .... bit let the Coinbases and RobinHoods of the world offer the zillions of worthless 's*itcoins' for people to play with. Depending on ho…
Now Besett is talking about doing a "top to bottom review" of the Fed .... because if Emperor Hirocheeto can't fire Powell, they can at least make his last months a living hell and pave the way for a politicized Fed going forward.
Sold AES for a 35% gain in 3 months. Recent buyout rumors made this thing pop 20% in July and I figure that's a pretty good win right there and as a result probably won't move much higher once any actual buyout news comes out ... plus it's well wit…
IMO this will get ugly / confusing really quickly. Think about how every major company, from Amazon and Walmart to Exxon to CVS to whomever, launches their own stablecoin. You think it's hard enough keeping those 'customer discount' cards straight…
The stablecoin accounts have 24/7 access from anywhere in the world & may be great for international travelers. They would also lead to democratization of the dollar in that dollar-backed stablecoins can be held by anyone anywhere.
*************…
I don’t trust most fiduciaries. Just because someone holds that title doesn’t guarantee they’ll act in your best interest—or that their advice is good. Yes, it’s better than working with someone who isn’t obligated to prioritize you, but it’s far fr…
Federal Reserve’s Waller says central bank should cut rates at next meeting
”A top Federal Reserve official said late Thursday that the central bank should cut its key interest rate later this month, carving out a different view than that of Chai…
No. Next question?
The speed at which Wall Street is rushing to jam private investments into retirement plans, etc. these days is more than a little concerning and reeks (to me) of a blatant money-grab ... er raid ... on the captive piles of money …
@BenWP - the HBO miniseries 'Chernobyl' does an excellent job of portraying that very situation with an authoritarian government. Great series, detailed, and at times heart-ripping....
We're overlooking the fact that, as YBB mentions above, "someone may take the job with -3% cut promise that may be impossible to deliver through the FOMC."
The chairman is only one member of the FOMC, and has only one vote. Evidently Trump's knowl…
For whoever follows Powell, hopefully after 05/2026 for the sake of markets, impossible expectations are being setup for -3% immediate rate cut. My concern is that someone may take the job with -3% cut promise that may be impossible to deliver throu…
At the risk of injecting politics into the discussion, at this point, I'm waiting for him do try "something big" to distract the press from Epstein ... this might've been his impulsive trial balloon toward such an effort. (He is desperate for peop…
I shoulda got an advanced copy of the USDA monthly orange crop report from Mortimer and Randolph Duke.
LOL "Turn the machines back on! Turn the machines back onnnnn....."
Per BBG:
"Trump also dismissed concerns that his threat earlier in the week to impose “secondary” tariffs on Russian trading partners if Moscow did not agree to a ceasefire with Ukraine could impact US consumers, even as experts warned the presiden…
Opened starter position in DHLGY with a 4.6% div --- while Fedex and UPS are mostly US-oriented, DHL pretty much operates in the rest of the world, which may do better if/when the US slows down and/or the flow of goods routes around the US.
Interestingly his letter to Brazil seemed to be mostly predicated on him throwing a tantrum because they prosecuted his BFF Bolsinaro.
Wonder when we start seeing tariffs launched against countries that refuse him permits to build a hotel or golf c…
