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.
"Both individual and professional investors tend to increase their stock exposure before the top"
True. But how often does the Fed start cutting rates "before the top" and push the "top" out well into the future as more people and institutions ride…
Yea, I've had share price scare me away many times even if it makes no sense. It is just the feel. It feels like getting 10 t-shirts for $100 each instead of 200 t-shirts at $5 each (which "feels" like a fuller closet). Of course, the analogy is ver…
I always used HDD. Several years ago I changed everything to SSD other than my 1TB HDD for backups. My laptop recently started spewing SSD messages that it may be failing. I never knew SSD has limited use, apparently there are only so many read/wri…
To add to the conversation, I just threw in 2 WD Blue spinners for my desktop RAID / video server the other week. :)
SSDs in everything else (desktop, laptops, tablet)
NTSC v PAL ... all the good old days, NOT!!!
I'm sure most of these new products will fizzle quickly, but what do I know? Frankly if I wanted to own crypto, I would own the actual asset. (I own some actual BTC, not a BTC ETF.)
Bought a slug of November SPX short options. Gov shutdown, FOTUS, other drama gives reason for hedging. And if the position expires worthless (as my last one will today) fine .. I've got a ton of gains that can be offset this year. :)
Earlier this…
@a2z- We have the complete M*A*S*H DVD set, and every weekend watch a bunch of those. What on earth have you got against Flagg? He'd fit right in with the current White House bunch!
OMG the Flagg episodes are beyond hilarious....and Edward Winter wa…
it gets better.
managed by tuttle, the greatest patriot that never existed, fabricated to run a financial scam.
one could fill a blackhole w/the irony lost on MAGA.
https://en.wikipedia.org/wiki/Tuttle_(M*A*S*H)
one of my favorite non-Flagg episod…
Re-entered TDS-V this morning ahead of potential rate cuts... may add some other preferreds back soon, too.
Trying to avoid bonds in this account b/c for tax reasons. Some REITs look interesting, though they're taxed the same way as bonds for me..…
Bought starter in IDV (iShares International Select Dividend ETF) sold NWN to raise cash.
Debating holding cash to keep buying things opportunistically or just snapping up some old friends in the form of preferreds (CHS, TDS, CMS, DBRG) ahead of ra…
It's all Biden's fault.
/ducks
(TBH they had a technical hiccup at the data release. Economic hack Lutnick right away blamed 'the predecessor' at BLS for the problem, despite there not being many (any?) technical issues under the prior leadershi…
If Trump issued an executive order permitting slavery would each individual slave have to sue for their freedom?
Add>> Or substitute any other "right" guaranteed by an amendment to the Constitution. Banning the practice of some religions, ban…
I expect this Supreme Court to drive a truck through the "imponderables."
I won't be surprised, either. The Orange Behemoth has packed that court. Nothing but a few particular deaths along with some actual leadership is going to fix this. (Is he de…
Looks good to me. The clients didn't like the new logo. The stock price went down. The old logo stayed; the price went up. Trump just said the obvious.
Glad to see that trump has the time for this important stuff.
I don't agree with firebrand Alex …
What violent protests do I not know about???? Anyone watch right wing news? What is he talking about?
He gets that info from that 'fake news channel' whose content is created, produced, and broadcasted exclusively between his orang ears and which sh…
I just sold DHLGY to raise more cash (they only pay divs annually!) but I would buy it back sooner rather than later b/c it fits into my thesis that FDX/UPS are more US-centric carriers, while DHL is mainly Europe and elsewhere. I think US carriers…
Apparently, some people call him "the President of Europe...", or so DJT tells us.
Yes, indeed, this is the United States of America.
"Some people" = the voices in Donnie's head.
Don't forget, any tall tale he spins where people are saying "Sir...…
this is worse
"George Soros, and his wonderful Radical Left son, should be charged with RICO because of their support of Violent Protests, and much more, all throughout the United States of America," Trump wrote on Truth Social on Wednesday morning…
"The market response to President Trump’s Monday attempt to fire
a Federal Reserve governor was relatively subdued. Don’t let that fool you.
If Trump’s effort to remove Lisa Cook for cause succeeds, and perhaps even if it doesn’t,
this week will g…
Just got the email statement from TRP via Schwab. Ya, I noticed the same stuff. $68B AUM, whoa. Difficult to be nimble, unless a big slug is being held back, as you describe. Current domestic and int'l politics are making for a cloudy picture full o…
He's essentially a senile old man who wants the country and world to do his bidding and create the 'country' of his nostalgic memory of what things 'should' be. By contrast, in 2016 he was just the embarassing drunken uncle at the family dinner.
Speaking of defense contractors, CNBC reporting the WH is considering taking stakes in US defense contractors ... which if so likely paints a scarlett letter on US planes/missiles/equipment and exports will not be as trusted as they used to be, thus…
Per their just-sent June 30 \semi-annual report' they are 14% in US Treasuries as their top position ... so clearly Giroux sees rough waters (and opportunity) ahead. MSFT, AMZN, NVDA are the next 3 positions at 8, 4, and 3 percent respectively.
Thank you @crash and @rfono for many investment opportunities ex-US.
One more comes to mind, but it offers no dividend. Don't know if you'd be interested. Canadian.
https://www.stockrover.com/quotes/insight/summary/Quotes/q_CAE
Good call. Ther…
When my coffee roasters had summer sales (or Amazon did on brands I like) I loaded up on my fave beans at lower prices. I think I'm good in coffee for the next few months at least. Since my scotch drinking has gone down considerably in recent mont…
@Old_Joe, yes, hamburg price will continue to rise. Consumers will face the full tariffs effect in October.
Just in time for the holidays. Merry Christmas, MAGA! Y'all voted for this, remember ... neither you nor Dear Leader can blame Biden or…
Valid perspectives, thanks for posting. I've already posted my geopolitical thoughts in this site but my meta-thoughts below come from a larger note I sent to a private mailing list the other day:
"international economics/trade/defense relationsh…
Reports are that Donnie wants to create a national guard Quick Reaction Force to drop into whatever state/town he wants a photo-op for. I suspect it will be comprised of Guardspeople from red states who have governors happy to do anything to appeas…
Are there any concerns that Mr. Giroux might be spread too thin?
Sure I have a concern, plus he's been there a long time and could be considering promotion or retirement at some point. So I watch my PRWCX and would have no problem reducing to a toe…
Korea Post and Sweden’s PostNord are getting into the "no shipments to US" game.
Yeah, that dividend looks really tasty, for sure ... I was/am tempted! Though its nearly 100% payout ratio is worth keeping an eye on....
Yessir! I've looked at DHL, too. But I don't wanna have tax removed before I see my dividend. That's what the Norwegian Tax Authority did when I owned Norsk Hydro. A great company, been around forever. NHYDY ticker, OTC in USA. A 25% haircut. I sold…
Gee, I wonder if the value of Trmp's bonds might increase if the Fed lowered interest rates
That is my exact thinking. The true motivation of cutting rate from 4-4.25% to 1%, is to goose the bond prices and his pocket substantially. Wonder who e…
I bought into DHLGY a few months ago. They're the go-to folks in Europe and also are popular in RoW. Nice dividend and besides the German witholding I get back on my taxes anyway.
Fedex/UPS are mainly US-centric players that will feel the hit of …
