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.
An easy test.
Is this thread going to change my portfolio next week or month?
No. It belongs in the OT forum.
You know very well where this thread is going.
Not every report about the economy or politics means something to the investment world.
Wha…
A good thread that quickly went into the ground based on politics from the usual suspects.
That's the easiest thing to lead you doing the wrong action.
I never based my holdings on politics or predictions.
I have been collecting over the years many…
Generally a good topic but has low correlation to what markets do in the next 1-4-16 weeks. A trader like me is interested only in what to do now and disregards politics and economic indicators.
There are concerns all the time. My idea is to be inve…
MONA
Your neck of the woods. Did you attend?
Georgia Republican faces town hall backlash over DOGE's 'chainsaw approach' to federal cuts
"Rep. Rich McCormick faced an angry crowd Thursday during a town hall in his Georgia district, where many cons…
I stopped using PIMIX on 01/2018 and never looked back. Its risk/reward stopped doing as well as before.
STIP + FIGXX are so behind the best bond funds in the last 1-2 years such as THOPX,CLOZ,ICMUX. I'm also looking for low SD bond funds and why I …
Great analysis.
CBRDX is very close to RSIIX.
One month CBRDX=0.97% vs 0.91%
2 months: CBRDX+1.92 vs 1.96
CSFZX lost its mojo. One month only at 0.35%. HOSIX=0.8.
I have been watching SEMMX BDKNX for months. SEMMX had great performance, but in the …
Elon came with a simple requirement for all these "very busy" Gov workers.
List 5 Things They Did Last Week or Be Fired.
It's a fair easy question to ask. I had to fill out a weekly status report of every assignment and the hours I worked on for ove…
“Gov/State employees should never get the sense of security and long term employment “. Fd,,,why would anyone with any self worth and skill level work in the public sector under your plan.? WHAT IS THE MATTER WITH YOU?
As I have said before, stat/G…
hank, I have been doing something similar since 2000.
I select the best risk/reward up to 5 funds within top 1-2 categories for my criteria and keep changing. Then, every fund must be in the top 20-30%. Risk control is a lot more important to me.
Th…
davidrmoran, I don't have an idea who they cut, just as you don't know either. How can it be that the private sector can lay off 10-20% in several days but the Gov/State can't lay off anyone for years?
Politicians want to stay in power forever, and …
Nothing wrong with trimming the fat and changing a toxic work culture. However, taking an ax to a chunk of employees without proper PLANNING and UNDERSTANDING of the way these entities work is foolish.
Remember Chainsaw Al Dunlap? Same …
>>
My own anecdote, fwiw:
Over 55 years doing editorial work, working with community workers, lawyers, planners, and the widest range of engineers, I have worked perhaps a half-dozen public sector (or public-sector-related) gigs in an odd …
Several points:
You can claim that every political view relates to investment. Well, it's not.
Most posts about king, orange, coup, Nazi, Elon, MAGA, Trump, In normal times, free fall and many others are very easy to trace.
Does your statement aff…
"That kind of hurts my feelings. We have been good clients for over half of a century."
Doing business is not about feelings, it's about getting what you want for the best price. Show them who is in control and transfer your money to Schwab or Fide…
Let me guess.
Dems=great. GOP=Terrible. Until the next election we will see daily articles like thism
The only problem is that great Dems used to be Kennedy and Clinton. Something to ponder.
Really?
So why Mexico, Canada, and others made a change?
If this was true, the SP500 would be down at least 10%...but it's close to the top.
Another TDS thread.
Please use the off topic forum.
beat him by a month
Not even close.
Bowley is a trader that has been trading in/out and owning leading categories and single stocks. Someone who listens to him can do almost nothing if the S&P 500 is doing OK or use his categories/stock ideas. …
The usual TDS.
You mention Trump, and you get 10 "great" posts within an hour.
...and of course you have to open new threads on the investment forum :-)
My point for years is that future predictions is a fool errand.
I have never invested based on the future, only based on current markets and they can be illogical and longer than anyone can predict.
Never Mind …
Best post in another TDS thread.
Let me guess the next 4 years...same old stuff.
And now the Dems scream about inflation...mmm...where were you when inflation hit the ceiling?
Latest from Bowly (stockcharts.com/articles/tradingplaces/2025/01/whats-the-secret-to-crushing-t-702.html).
Quote "Don't bet against a secular bull market advance!" We're all trained, or brainwashed, if you will, to believe that the next major stoc…
A very quick look shows that
VIX(SP500 SD) < 15
MOVE(treasury SD)=87=low
SP500 is in an uptrend.
I don't need to check beyond that.
My big picture = "normal" market = I'm invested at 99+% for several months now.
but you're invested 99+% in bon…
A very quick look shows that
VIX(SP500 SD) < 15
MOVE(treasury SD)=87=low
SP500 is in an uptrend.
I don't need to check beyond that.
My big picture = "normal" market = I'm invested at 99+% for several months now.
Hondo: Why don't you folks give Trump a little time?
FD: on this board? The guys here are so extreme. If Trump says air is good for you, the Dems may stop breathing. Biden was the worst president in decades, and they can't admit it. They will never…
* Trump issues new executive order dismantling DEI programs
* Government employees are warned they may be placed on paid leave
* FAA told to conduct safety review
https://www.reuters.com/world/us/trump-place-federal-dei-staff-paid-leave-starting-we…
I get a weekly analysis from the manager of the bond fund I own. From Jan 17:
"the overall strategy is optimizing the following three things:
1) portfolio coupon
2) maintaining a short portfolio maturity and
3) increasing overall portfolio liquid…
Let me see. In 2023-4, the SP500 made over 50%.
In the last 15 years, about 13.8% annually.
* Valuation are high
* The next 2 years will not be as good as the last 2 years.
* There is a good chance the SP500 will go down 10-15% in the next 2 years…
hank: @FD1000 - I think you can read other “expert” opinions even if you consider yourself one of them. I don’t think you have to follow any expert’s advice. If they are “big” enough they will acknowledge that they might be wrong.
FD: I never said …
Bondland:
If you look at generic, typical funds, you get a lot of volatility without knowing the results because the Fed is in control.
To make a much better risk/reward decision, you must find these unique bond funds, which we discussed here for ab…
Marks reminds me of Bogle. I may be wrong. They both were great; they grew older; they don't participate in the daily management. Marks isn't managing money anymore.
But they want to be involved. So, let them have a place to publish their thoughts.
…
BB: @FD1000, why is that you invest only (or primarily) in bond OEFs and not in bond ETFs, which presumably will give you a better opportunity to buy low and sell high than OEFs would?
FD: because I found out I can make as much as allocation funds …
I don't pay attention to any "experts" only to my system.
My big picture NOW = risk is "normal" which means I'm invested at 99+% in all accounts including my bank and credit union.
When risk is very high I will be mostly in MM very quickly.
I don't …
I let you guys do all the posting, and this is what I see.
1) No admission that CA leaders did anything wrong while there are plenty to go with
2) You continue to post hundreds of times MAGA this and MAGA that. CA is controlled by the DEMs.
3) I nev…
