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.
Comment: Boeing has lost 7% of its market value since the start of the year, with potentially a lot worse to follow. @FD1000 notwithstanding, this would seem to qualify as an investment consideration.
Finally, yes. After dozens of no.
But wait, why …
Laughing out loud. Started this thread about the possibility of Powell getting terminated by the regime. Added the phrase “ impact on mutual funds” in the title to avoid the purity police. Worked like a charm.
+1
Nothing to laugh about, you gu…
It all depends on why you hold bonds, someone's goals, style and timing.
VGIT (simple treasury index) made 3.2% this year. Is it bad? Nope.
CLOZ made about 12% in 2024 with a nice smooth uptrend. Cat bonds made even more.
There is only one bond fun…
Observant1, the usual, trash Trump and lots of politics.
The facts: during Trump's first admin: inflation was low, real wages went up.
Biden's admin: highest inflation in 40 years, real suffering among consumers.
The rest is just noise = "It's the e…
So far we have proved that the dollar fluctuated over the years. It is still higher than 10 years ago.
I love when people quote economists. These people have been wrong countless times, and most of them are liberal-leaning academics.
You don't nee…
Old_joe.
Another outrage rant about nothing from someone with TDS.
The Dollar has been fluctuating.
In the last 10 years USD/EUR has been from 0.75 to now 0.88.
Wow, Europe is more expensive for American tourists.
I'm flooded.
You should start at le…
That is not an accurate comparison. VWINX focuses on income (bonds) as the primary objective, and capital appreciation (stocks) as the secondary objective. Holding more long bonds is Wellington choice. FPACX is the other way around, and cash is tr…
The expense ratio is something that many have complained about for decades. You can't argue too much about it until you find the exceptions, and that's the problem.
Funds like PRWCX,PIMIX proved it for years within their categories. I never cared ho…
Observant1: Anyway, can you please focus on the potential economic/investing impacts
of current policies as stated in the OP?
You already answered it
We are in total agreement regarding your second point.
Portfolios should be constructed with an ass…
Thank you Crash! The two brothers think politics can’t be connected to investment analysis but how could anyone make an investment in a new factory or invest more in stocks or bonds when the regime has no clue what the business environment might be …
@FD. Agree with you in that I want to know what do Monday each week. But with no certainty about government policy from one hour to the next,,, and no indication that the regime has a clue what it wants to do or is even connected to reality ,,, it …
Hank, changing someone's portfolio by 7% is meaningless.
Remember, if risk/volatility/unknown/uncertainty is very high, there is no way to predict short term movements.
You don't want to short either.
The only good solution is to sell a big portion …
@FD1000,
We know that you like to discuss you, but this is not your thread. You are welcome to post your thoughts here on trump's tariffs and please stay on topic.
Thanks for your compliance.
You are right; I posted on the wrong thread.
How about…
I didn't get screwed; it was how corporate America does business. You can whine or start looking for a job or do both.
Gov/State employees are the ones that don't care; after all, they think they deserve lifetime employment. As I said before, I work…
How do I know that DOGE work?
The louder the scream, the more it's correct.
Prez after Prez have been saying we are going to cut but didn't.
Most of these Gov jobs are held by Dems and why they scream.
If you were laid off, start looking for a job i…
It's interesting when people use pretzel logic in an attempt to somehow justify Trump's terrible tariffs.
The tariff "plan" is clearly absurd (e.g., rate calculations, taxing uninhabited islands)
and it was implemented haphazardly. Communication fro…
Let me guess:
Another tariff post and the implication + more attacks and ridicule Trump.
These articles/interviews are all the same. The results can be bad.
Let's discuss the opposite: why I don't see it here. What will happen if most sign a deal?
…
Most Americans, especially second-gen and beyond, are conditioned by a culture where negotiating feels awkward or rude. They treat prices and terms as fixed. But the world doesn’t run on fixed terms—it runs on what you can get someone else to agree …
"If I am about to buy something, and death-cross is forming, I will delay buying a few days to see how it plays out. It's a negative formation that would prompt others to sell, so I won't stand in the way."
FD: The common use is to buy after the gol…
The OP is the usual argument I have heard for decades. There's no way to time markets; always stay invested, and eventually it will come back. All true, and what most investors should do.
The author can't guarantee how long it would take to come bac…
I think minor inconsistencies in FD1000's posts were probably just innocent errors.
After all, why would a rational person seek to impress a bunch of strangers on the internet?
Attempts to do so would be utterly absurd!
Why would you think this time…
@FD1000,
How can forum participants take you seriously when you repeatedly reference Fox News drivel?
Do you realize the reverse is true too when you guys posts lib sources which are the majority of old type media.
That's similar to saying most un…
There is a good reason why I'm in MM.
When risk is very high, emotions are out of control. No way to predict the future. I sell first quickly and ask questions later.
MOVE (bond volatility) greater than 110 is a good indication.
BTW, the pros are no…
"Of course there's no guarantee that things would line up the same way now."
This is what economist nobel prize Krugman said (https://www.politico.com/story/2016/11/krugman-trump-global-recession-2016-231055)
370 economists said the following in 1…
I'm just looking at facts, not politics, where most politicians on both sides have not done much
https://usafacts.org/answers/how-many-migrant-encounters-are-there-along-the-us-mexico-border/country/united-states/
94% decrease.
stillers
@linter, thanks for your research and post, providing conclusive evidence of what most of us already knew, Teched1000 is a fraud.
His reply, with two links to nowhere (sic) and his rambling psycho-babble post about general investment BS an…
A rare look at my account because of what was written about me.
I don't deny or confirm anything more. Too much hassle and time-consuming.
2 attachments (using a snipping tool) from my biggest account directly from Schwab. The other accounts are si…
Since you mentioned my name.
You can't hurt my feelings because your comments are so much weaker than my war experience.
Yes Joe, it's another thread you started not related to investing.
It's not about policing the site, it's about following simple…
Why did you start another tariff thread on an investment forum?
This belongs in the Off Topic one. It's obviously a political one.
Can you show me the high correlation between this article and our portfolios?
Can you see it today?
Or do still yo…
If you were sure that Tariffs have a high correlation to the stock market, why didn't you sell weeks ago?
Guess who is at 99+% in MM and hardly lost anything.
Hijacker?
The person who wrote this article is among many of the 24/7 media who publish useless info and hoping that someone will click on it so they get paid.
First, he wrote that it doesn't make sense, then he wrote that it actually worked. All I …
Now, my SIL is afraid of his fellow Dems.
I told him, get used to it. All the Republicans I know were afraid to put stickers on their cars and/or signs in their yards. I know of several acts of vandalism in my very quiet neighborhood. None of the De…
"I never used momentum indexes; I only used typical funds but looked at the best risk/reward ones and kept changing according to uptrends, and several parameters."
@FD1000,
This may be surprising but the article isn't about you or your "system."
I…
Just like Jill Biden had to hold Biden when he could not find his home or the White House or navigate the hardest job in the world and hide it for years.
