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.
@hank said: "Inflation going down? Tell that to bond traders or the gold market."
... and Walmart.
We all know real inflation; the whole country witnessed it a couple of years ago. It was the highest inflation in 4 decades.
Life lived in a vacuum.
A vacuum is when hundreds of posts and media publications called for higher inflation in the last 4-5 months, and...the results are the opposite.
We are getting into politics. I will stay out now.
I didn't miss a thing. I don't pay attention to worries and predictions, only to actual data.
You can doubt everything. It's your choice.
Economists are far from being accurate for decades.
Lots of predictions, worries, noise and more.
The actual data is pretty good, with PCE = 2.1 (lowest in 4 year) + CPI=2.3(lowest in 3 year) + Nonfarm employment chugging along with lower Gov employees in the last several months.
The SP500 is up ove…
because cathie wood has made 1000X more money filching her investors rather than putting her own capital into her own investment vehicles. sound familiar? rich people always have their fans.
+1
There's a sucker born every minute.
==============…
Again, Joe, there is nothing political in my post, just 2 numbers.
Why are you bringing your politics to every post I made?
Perhaps because politics has affected the quality of the numbers you are taking as gospel.
https://mutualfundobserver.com/di…
Not a single copy of After Yorktown in the public libraries of Maricopa County. I guess I'll have to buy one. :)
Have to agree that PRBLX lost its way. It used to be a steady low volatility fund. Sad to see Amazon in the top five holdings.
Total r…
"We the people" are those of us who still pay significant taxes. Those with the real wealth are largely immune from that burden.
Link.
The top 10 percent of income earners pay more than 60 percent of all federal taxes and 72 percent of income taxes,…
Can someone tell me how to play this good news tomorrow? Stocks? Bonds? Gold?
The usual and what I have said since January. Do nothing and stop reading the same one sided "news".
If you keep screaming the house is on fire 100 times about every…
I never invested based on inflows because they are not reliable.
Since 2000, I only used relative strength + the best risk/reward funds within leading wide range categories + only several funds.
It takes several years to practice it and get better. …
No need to guess.
YTD tells the story. As of yesterday:
SPY,QQQ,VTV(value) 0.9% to 1.7%
PDI(CEF), VTRIX (international value), VXUS(international), VGK(Europe) = 6.9%, 11.6% 14.9%, 21.3%
Inter leads Value Inter, and Europe leads all.
The above i…
Obs "This fund gained 7.2% a year from 07/01/2023 - 04/30/2025 with a standard deviation of just 0.5%!"
FD: Welcome to my world :-)
Take a look at HOSIX, the volatility is minimal = 1.2, performance at 9.8% annually.
https://www.portfoliovisualize…
Good read. My conclusion over decades is that good funds will continue to be top funds
in the future until markets change and why I started investing this way in 2000.
sounds as though you have done some backtesting.
I held a lot of tweix, cgmf…
Just follow the OP
"Please limit comments to how tariffs may impact the economy or investing.
This thread is not intended for political diatribes - please use Off Topic for that."
The SP500 was up over 2% today and is positive in 2025 regardless of…
Reality: Certain types of people regard their personal wealth accumulation as the most important aspect of any political administration.
Certain people have TDS all day long, and see everything and everyone thru this narrow window.
Politics don't o…
Several comments, some I said before:
1) My system signaled a buy on April 12th (link).
2) The tariffs are a bargaining tool; get used to it.
3) The SP500 is down less than 1% in 2025 regardless of the politics. The SP500 made 50% in 2023-4, are yo…
From the article
"The so-called 60/40 portfolio – long recommended for investors who want to balance exposure to risk with a cushion of safer, steady income – calls for allocating 60 per cent of holdings to stocks and 40 per cent to bonds. While a b…
Good read. My conclusion over decades is that good funds will continue to be top funds
in the future until markets change and why I started investing this way in 2000.
I kind of like some absolute return and market neutral funds. My favorites, which are EGRIX, BDMAX, and QMNNX keep chugging along. They have done well this year during an uncertain environment.
+1
Add to it QLENX.
Another option is to own the best…
Did you rant with the same passion about the rich 1-2-3-4-10 years ago?
Let's hear why it was better in that period.
The rich get richer is old news.
From memory, an average CEO used to make 30 times their average employee, it's over 300 times for …
I've been active on several investment sites for over 15 years, and MFO stands out as one of the best.
It’s a unique platform with valuable insights, thoughtful discussions, and a long-standing community. Unfortunately, it's also the only investment…
Katie Stockton?
A month ago she said "Investors should use the relief rally to reduce exposure, says Fairlead’s Katie Stockton"
Watch it at https://www.cnbc.com/video/2025/04/17/investors-should-use-the-relief-rally-to-reduce-exposure-says-fairleads…
I love the May issue. It's exactly how I have been invested for 25 years. It has been all about great risk/reward funds for the current market.
Both of the articles below were excellent
My Investment Strategy For 2025
Building a chaos-resistant.
Y…
Easy example of moving the goalpost.
The yearly inflation in 2025 is down from 3% to 2.4%.
Is this great? Yes.
None of the articles mentioned it, but they tell you the inflation will be terrible months from now, inventories will be down and our ki…
As expected, regardless of the outcome, the Democrats are likely to deny any progress. Even a signed agreement that delivers just a 1% improvement—though it’s certainly more than that—is still a step forward. Meanwhile, they seem intent on shifting …
"Tough to invest in this kind of environment."
For sure!
Many investors kept holding because they are not traders.
https://www.cnbc.com/2025/04/29/treasury-secretary-says-individual-investors-trust-president-trump.html
"Vanguard, one of the large…
