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.
I’ll simply say that the volatility Trump’s Liberation Day antics introduced into the markets over roughly the first 10 days of April helped me. I bought the dip and sold the rip. This is not an endorsement of Trump or FD. Just damned good luck.…
This story has been told several times already.
05/2007 (https://bendbulletin.com/2007/05/21/analysts-gain-wont-change-dollars-decline/)
10/2013 (https://www.cnbc.com/2013/10/22/de-crowning-the-dollar-and-the-collapse-ahead.html)
07/2020 (https:/…
Unfortunately, the above chart is a monthly one.
RCRIX fell 2% in April 2025.
DFLIX and CFRIX fell even more from their highs in February to the bottom of April.
First, the SP500 is up 7.16%, check VOO.
Second, the SP500 made 50% in 2023-4. How much more do you expect in 2025 and why 7+% isn't enough based on that?
Third, declining dollar means there is a good chance that international would make more. VXUS,…
The prevailing exuberance—and preponderance of nosebleed valuations—hasn’t been lost on the members of the Barron’s Roundtable
I support the idea that the SP500 would not perform as well in the next 10 years as it did in the last 10 years.
Unfortuna…
"If something doesn’t resonate with you, you can simply move on."
You should take your own advice to heart!
It might be best to remain silent instead of posting irrelevant, deceitful, or highly repetitious information.
Please be reasonable for a ch…
The referenced M* article examines the U.S. Dollar situation objectively.
I never claimed it didn't I just made extra observations and put it in a broader context and history. The 24/7 media love to tell bad/sad stories because you click and read, a…
Following are excerpts from a current report in The Guardian:
Carriers also asked to stop purchases of aircraft-related equipment and parts from US firms, report says
China has reportedly ordered its airlines not to take any further deliveries of B…
Instead of the above thinking, a better way is to look at relativity and how to make money.
After the dollar’s steepest half-year drop in decades, investors see continued declines ahead.
The 24/7 media always love to make statements like this. Let's…
BS1000, once again, you flunked elementary English. Grandson is one word.
Very mature response as usual.
Still waiting for your significant comments about investments.
Social media must be the best place to find the truth
1) Biden was coherent.
2) The border was closed
3) The Russia collusion
4) Inflation is Transitory
The goalpost just got moved to August 2nd from July 9th. So much wins if so many deals are being made! Where is BS1000?
Did you think the resolution would be quick? Only if you are naive. It's a process that will take months-years; after all, ch…
Old_Joe.
That’s actually kind of funny.
For the past six months, you’ve posted hundreds of times about politics, often insisting it ties into investing—which, yes, is the focus of this site.
But let’s be honest: your posts have mainly highlighted h…
DrV,
You can’t have it both ways—either you stand by your predictions or admit you don’t believe them.
I get it now—some people post long narratives that sound smart but are really just designed to please the crowd.
I take a different approach: I …
A tighter labor market, tariffs on $3.4 trillion of imports, tax cut stimulus, and a high level of government spending are all happening. This is not even questionable.
The question is not whether or not these are all inflationary pressures. They …
From the NY Times article:
"Three times in the past half-century, Republicans have enacted large tax cuts
that necessitated significant increases in federal borrowing.
Each time they insisted the cuts would drive economic growth, even claiming
tha…
hank: What many today overlook, I think, is the compounding effect of inflation. So after 5 years of 7.5% annual inflation things aren’t 7.5% higher. They’re closer to 40% higher than they were at the start of the period.
FD: I can't find 40% in the…
its unlike mark carney to waste other people's time with on\off\on.... tariff and trade nonsense.
Canada does have a choice. If they want access to big markets, they will pay more.
If you want to have an app on an iPhone platform, you have to …
@FD1000- My last to you: Stuff It.
The End.
The usual, I "love" your civility.
Whatever you wish me, I wish you the same.
We got a decent monthly job report today. We created 147K jobs, the government lost more jobs, unemployment is still good at …
I'm "impressed."
Many said similar stuff about Trump first term and the economy was pretty good for years until covid.
Who can forget Nobel Prize Krugman "great" forecast in 2016.
https://www.politico.com/story/2016/11/krugman-trump-global-recessi…
Another good week.
The beautiful bill will be signed on the beautiful 4th of July.
U.S. President Trump, on Wednesday, reached a trade deal with Vietnam. Similarly, the U.S. and China also finalized a trade truce reached last month, with Beijing ag…
The dude is brainwashed from hours of MAGA TV broadcasts and Dump rally propaganda. He doesn't listen to reason, just Fox News and whatever outlets Dump spouts from.
That is the essence of MAGA.
I stay busy doing things I enjoy—news isn't a pr…
"If dividend stocks are so great, why did Jack Bogle—after years of research—create the S&P 500 index, not a dividend index? Most, if not all S&P 500 indexes pay dividends.
"Why did Warren Buffett endorse the S&P 500 (SPY) for most inve…
@FD - What shred of joy can you possibly derive from taking Medicaid away from so many Americans in need? What shred of joy can you possibly derive from taking Snap or food stamps out of the mouths of children, babies and the working poor? What sh…
As a follow up to a comment above about Katie S's statement, here's the quote. Correction, I posted she said this yesterday, she actually said it Monday:
"Our market internals are supportive of a bigger rebound," Stockton told clients in a note on…
This debate of divvies vs the SP500 is decades old.
Until the 1970s, many profitable companies paid dividends—it was the standard.
But then came the tech revolution. It started in the '70s, gained momentum in the '80s, and exploded in the decades th…
IMO, it wouldn't change much. It would increase trade fees for the house; more trades usually equal lower performance too, less sleep, more anxiety, stress, and a losing cycle.
FD1000,
I didn't realize you were an auto racing enthusiast.
I'm curious why the Yugo was your platform of choice.
These cars were slow and often criticized for poor safety and reliability.
Did you swap the engine and modify the suspension?
Perhaps…
at FD. You make everything political. We own two cars,, a 2013 and a 2023. The newer car has so much tech and safety features it’s impossible to compare. Does the previous administration get credit for the vast improvements in all cars in the las…
Old_Joe,
It's amazing that every Dem I know including you, are so mad when it's not going your way.
Fortunately, that's how the system works.
I do believe in Dem prez such as Clinton and Kennedy, but the Dems now are so far off.
The answer to that i…
Old_JoeISTM that absolutely none of that is of the slightest interest or importance to FD. As long as he can count his money he's happy.
FD: I stopped counting; I have plenty, but keep posting the same lie.
I worry a lot more about my fellow Americ…
"According to U.S. Bureau of Labor Statistics, the total cost to own and operate an automobile averaged a frightening $12,296 in 2024, roughly 30% higher than a decade ago."
The main reason is the fastest inflation in decades we had under the previ…
As I said already many times before. I care about the numbers now. I never listened to useless economists because they have been wrong many times.
Projections, scary stories and hypotheticals are fine—but the Fed said it would follow the data. Well…
What is weak about the numbers?
All you have done is to talk about the unknown future while the latest numbers show good results.
PCE+PPI are Gov data. I didn't make them up. You just don't like these numbers.
