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.
Spot on @crash. Also as I stated several months ago, it was the soccer moms who remembered asking if they should buy a firearm during the BLM riots...and being increasingly concerned if their sons and daughters were going to be drafted to fight in …
Dunno...when you have yellen issuing multiplies of standard deviation of short term tbills to keep bond volatility and rates suppressed to allegedly get her gal elected, I said allegedly...and lots of government debt rolling off over the next few ye…
Can you imagine heading up a household with a wife and a couple kids...trying to put food on the table, raising your kids in safe neighborhood with decent schools..price of everything from groceries, insurance, mortgages going thru the roof due to t…
Nah Hank. I don't think the waters need chumming...and for certain I am not passing judgement on the safety first investors as I'm certainly in that category.
Just when you hear of terms like fiscal dominance, huge deficit spending those monies flo…
Ya when yellen works her magic and presto half a trillion gets works into the system in four weeks maybe Grantham knows he's going to sound foolish talking about a grand daddy correction coming...smart enough to keep his mouth shut.
Four weeks befo…
Kind of an interesting take on prices going up and inflation...all I'm stating is that Buffett is selling banks and one of the reasons he might be...and also Druck is shorting bonds which to me means he's thinking yields are going up. So tells me t…
While ya'll arguing over who is taller while laying on their back....you know what I mean...what I am getting really concerned about and no one seems to be focused on is why is Uncle Warren selling so much Bank of America stock? Is it because of al…
The former taxi drivers have already been displaced by the Uber drivers....now despite how quote fantastic end quote the economy is doing there is an over abundance of Uber drivers and they are making way less than they did several years ago....not …
Stepped into ADVNX North Square Strategic Income several weeks ago...I might be late to the party but maybe not...
Snippet from the sub-advisor's website (Red Cedar Investment Mgmt)
The strategy has flexibility to move into a wide variety of incom…
I got very lucky...just a little water in my basement and a few trees down on my winding driveway. Mine and a few others only one without a tree crashed thru or on the roof. Just south of downtown Asheville. Biltmore village maybe 15 min from hous…
Agree with you 100% @larryB. I wouldn't be able to sleep at night if I experienced five years of hard work earnings go poof in the market within a few weeks...
Like I stated earlier, easy to say in hindsight just stay invested etc...but the marke…
MRFOX. -0.37
PRCFX -0.47
VELIX -0.74
I'll shat myself if hussy is down today....waiting and curious how PHEFX performed today....
Uncle Warren done ok today ..+0.25 and Wally WMT did ok today , -0.09
Interesting stuff...but anyone who thinks the stock market is not risky over time is delusional and driving looking in the rear mirror...it is very risky...see cost of long dated puts, shouldn't they get cheaper the longer out you go? You could dig…
Hey Old Joe, leave me out of this...I have no interest any longer posting/debating about politics on this site...it's not a good use of my time, ya'll know I disagree with most folks politics on this site and vice versa so what's the point? Let's al…
Sweet baby Jesus...at least it's looking good like they will be coming home to this planet...could have been real bad situ...wasn't there an Apollo mission where it was touch and go whether the boys would make it home? I seem to recall that...
Smells like rotten fish...I do NOT know all the details but wasn't there something about "sexual favortism lawsuit filed in 2023 against the former CEO Brady, he was accused of having an affair with an employee and some thought she was promoted/favo…
Quote. We wish them well in their future endeavors end quote.
Never liked the sound of that phrase... almost like throwing a little shade at the folks leaving...
I noticed nobody has proposed for consideration a portfolio solely made up of ETFs...kind of surprising as there are many model portfolio's like that floating out there..."The Lazy Portfolio", the three ETF portfolio, etc...
Also find it interestin…
Paulson! yes @ BaluBalu, that is who I was referring to earlier.
And. @hank, no, nada, I sure wasn't advocating for all in all out etc...I was trying to point out that it is now easy to look back and say one should/could've(?) started averaging in…
Y'all need to consider that many quote smart prognosticators we're thinking the market was going to get cut in half again from the low in 08, 09'. And Gartner and the ex Goldman sachs guy, I forget his name held an emergency weekend meeting in att…
BTW... I'll never forget Black Monday...the faces on the fifty some year old engineers... walking around with a blank shell shocked expression at work.. similar looks from colleagues during the draw down during COVID...looked like someone stole thei…
Is Dell really going to let over 10,000 associates go? Super micro margins going down down down....this is not good news for the markets, nor the Ai bubble...
Could get interesting over the next few weeks....
