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.
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…
Yeah, but ol' FD didn't pick up on that, did he???
And him bein' so damn smart and all. Go figure...
I got it.
I just wanted to supply the information if someone wants to use it
"A portfolio constructed for long-term resilience will be well served by a high-quality government-bond allocation,
in particular one with US Treasuries and agency mortgages.
The 2022 experience—as well as 2025 thus far—also illustrates the virtue o…
I bought a refurbished business laptop for just $250K
Wow, you got a great deal! Who did you made that deal with?
Where else that manufactures consumer electronics for low cost?
I bought it in a PC store near me. The following is similar a…
Apple is the only company I ever banned. This is based on
1) Steve Jobs mistreated his employees, co-workers, and family members. When Steve Jobs fired an employee, he would call other companies and tell them not to hire this person and lie about ho…
Disappointed but not surprised by T's rhetoric.
Nothing good can come from this.
What a surprise?
The SP500 went up nicely since the date you posted the above.
I could be wrong, but none of the 3 recommended it.
It doesn't matter if they manage a fund. They manage their own money.
If T/A was the best method in the world, you would find thousands of funds using it and rave about how great they have done.
…
As usual, who is angry...again?
Does Buffett or Bogle use T/A or recommend it?
On this site, Charles Lynn Bolin has posted excellent analysis of what funds to own; does he use T/A?
Does FD1k use T/A or just magic?
You can read what I do on my page.
I use big picture analysis with only 2 possible outcomes. I get a signal to stay in/out at 99+%.
Then, the charts(simple T/A) + other indicators must verify it, and then I trade.
…
As a follow up to a comment above about Katie S's statement,
Katie Stockton has been managing TACK. I heard many of her opinions...meh.
See it's 3 year TOTAL performance...TACK just 15.1+%...even PIMIX beat it with 17.4%...QLEIX made 86.4%.
See the …
Karen, as expected, you showed up again.
It never failed.
Who can really follow your trades?
You trade 10 times per week using small %.
As always I hope you make a lot of money.
BTW, my T/A guy said 1-2 weeks ago that it's time to buy.
The low for…
stillers
"This morning brought the harsh reality of bad economic news and futures are DOWN ~1%-2%. The projected trading range that I am actively trading, now on both the top and bottom of the range, appears to be taking form."
The SP500 closed up 0…
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…
