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.
Sometimes we must judge a man by the politicians that he admires. And sometimes we must judge a man by the fact that he doesn't give a damn if his country is being destroyed as long as he makes money on it. Sometimes we call such a man a cretin.
How…
I hardly have MM. It's all in SNAXX at 4.29%.
I’m sure you have better choices than lame MM. You probably don’t like to brag, but bet you have 10-15% in
$TRUMP cryptocurrency, which for MM folks here, is up over 600% year to date. By far the best…
Why not mention the biggest cause...
The highest inflation in the last 4 decades by the previous administration.
Smart people buy Toyota vehicles and hold them for 15+ years.
crash
The Repugnant Party, as has repeatedly been noted, stopped being a political Party years ago. It is no longer operating in good faith with regard to the workings of government and the separation of powers.
Is DEI actual implementation based on…
Now, they were big revisions, absolutely, no question about that.
And not too many of those big revisions occur, though many did under my tenure
because I was the commissioner during COVID, totally different reasons why the revisions were big.”
Exac…
If I were running a company and my CFO came in saying we need to revise May’s numbers down by 90%, I’d fire them on the spot.
A miss that big isn’t just a mistake — it’s a failure of process, oversight, and credibility.
One of Buffett rules is for a very small % of investors: "Diversification is protection against ignorance. It makes little sense if you know what you are doing."
For the majority: Buffett and Bogle have told you for decades to invest in the SP500.
Why did Erika McEntarfer get fired?
Because we haven't seen a reduction of about 90% for previous months in more than 5 decades.
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Plans for a new $200 Million White House ”ballroom” have been unveiled.
The lie (http…
I have been posting about investing in US LC tilting growth since 2010 in several sites.
Earlier in 2025 I posted that VGK (Europe), value and CEFs(PDI) are where you want to be.
Then I sold everything. In mid April I posted.. time to go back in...…
I’m not going to listen, but I’ll say this:
Swedroe makes some good generic points — the same ones (B&B) Bogle and Buffett made decades ago… and then he doesn’t. I also read his articles for years.
At the end of the day, Swedroe is a financial …
Liz Ann Sonders
* 02/2019: Market may be ignoring risks of an earnings slowdown (https://www.kbzk.com/cnn-business-consumer/2019/02/13/market-may-be-ignoring-risks-of-an-earnings-slowdown/)
Reality: the SP500 made 31.2%
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06/2020: In …
Junkster,
I never claimed my way is the only way. I'm just sharing what I’m doing—others can take it or leave it.
What a fund did a year ago or four years ago reflected the market conditions at that time. I rarely invest in emerging market bonds—la…
That's where we differ. A sentence that mentions American carmakers freaking out and tariff change the thread immediately into politics.
I could comment that Japanese automakers look like a better choice now.
Practical Investing Mindset
You look at…
I hardly ever invested in BL and definitely not for over 6 months.
I never used them as a "sub" for MM either.
My goals since retiring in 2018 is to never lose more than 3% from any last top; I did under 1%. Since 2024, it's just 1%. This means I se…
Trump signed a 15% tariff deal with Japan (link). Japanese stocks exploded.
The SP500 and QQQ (I never watch the Dow) have been going up nicely in the last 3+ months because markets understand the tariff negotiations. See the chart(https://schrts.co…
I wonder if the recent outperformance of international stocks can continue and begin to reverse this circumstance?
What is recent?
In the last 3 months, VOO+SPY did much better than VXUS. In fact, QQQ doubled XVUS.
https://schrts.co/SvWkQybv
Earl…
It was an answer to a political post.
BTW, This thread started with "the orange revolution".
It's pretty obvious you don't care much about investing, which is the main reason for this site.
In the last 6 months, you started or posted hundreds of ti…
Prof Siegel says the Fed should lower rates now.
It's the same guy that said to increase rates months before the Fed was sleeping for months claiming inflation is transitory.
Is he looking to be the Fed chair too?
https://resources.wisdomtree.com/…
FD said, "But, they forgot to tell you if was another great opportunity for traders."
Would this include DT's cronies?
Are you talking about Paul Pelosi?
The guy that has been using inside info.
https://www.thetimes.com/us/american-politics/articl…
"We were wrong. We are wrong. And we're going to be paying for it for a long, long time." - A sentiment held by both Randolph Duke and many MAGA voters.
The above was a perfect statement in 2022 and 3 years later.
Who gave us the biggest inflation …
Hank, your post about mainstream media reports about the tariffs connection to the market was right several months ago.
But, they forgot to tell you if was another great opportunity for traders.
They kept reporting about it for months but somehow di…
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…
First, where’s the link to the article? I don’t see it. Did I miss it?
Second, most investors should ignore politics, headlines, and constant media noise. You don’t invest based on emotion or ideology—you invest based on your financial goals and wh…
“Will Trump Really Fire Powell? Markets Whipsaw with Fed Independence Online ” Article directly connects politics and our investments. Has M* become part of the lunatic left,,,, does M* have TDS? I think not. When, if ever, will this fine forum acc…
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…
