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.
@stillers
I would add that there are way less outstanding shares/co's to purchase over the past 10-12 years..due to private co's having easier access to capital no need to go public, sure buybacks, different less capital intensive co's such as soft…
What's really concerning with the Chinese property manager fiasco...my understanding and it could be very wrong is that the Chinese have a lot of their wealth tied up in real estate. When that bubble which is likely much larger than usa re bubble go…
@Derf,
Evergrande, Chinese property development co likely having a Lehman moment...alledegedly shady business practices...contagion? Germany exports a great deal to China...what happens to Europe? Tax increases on the horizon...supply chain disru…
Don't see any mention here about the speaker...pelosi... didn't most of her husband's trades involve apple? Did she not have direct conversation with Tim Cook regarding potential legislation that might harm the tech giants?
Please.
Baseball Fan
Well said @sma3
Maybe iBonds to the limit, some are saying will be paying over 6% come November. Wow. Inflation is transitory.. the crash in the housing market is contained....sure...go ahead and believe it...
Pimco inflation multi asset, pirmx
…
And now you've got an even bigger clown in the white house who should be taking it easy let alone in the white house along with his socialist MMT meaning magic money tree thinking cabal putting us further and further into debt oblivion....good times…
@bee. Good point re BRK
Riddle me this. Curious as to your thoughts re companies that have investment VC like groups within them. Note INTC Intel, CRM Salesforce, GOOGL Google. And another I find intriguing. Palantir
Wonder if it makes better se…
Hmm. I'll say this. @ProtonAnalyst33 mentioned the thought process of folks being more comfortable investing in a geographical area where they have actually been, ok, I respect the thought process and commentary.
However, how about talking to fol…
Everyone I know, everywhere I go,
People need some reason to believe
I don't know about anyone, but me....
Jackson Browne
Wouldn't touch this with anyone else's 10 ft pole.
Just sayin', not for me, no to investing in China
Best,
Baseball Fan
Hi Proton,
Candidly no I haven't and have had several occasions to do so on a professional level and have declined each time.
I'm simply not interested in going there.
No thank you, not for me.
Best regards
Baseball Fan
Hi @davidmoran,
So sure obviously the cc co's cannot directly ask about race...but...last I checked they ask for address, what you do for a living, income, zip code etc...so what race are you if you live in 60621? How bout 92037? (I'll save you t…
Wouldn't send a dime of my hard earned monies over there...I literally and willingly pay double for any product not made there and made in the USA. I don't care what the returns might be and for the record I believe that they will be terrible going…
Hi Team ..agree w Lewis and then some .. isn't it all a black box now? Chinese stocks? Black box, Ponzi, CCP Farce? US stonks, Financial engineering, central bank largesse...farce, greater fool...?
Like gramps said to charlie in Willie Wonka...s…
@JD_co re Hussy...crazy how his commentary makes so much sense and I believe we know he is correct but his results have been shall we say less than stellar...where he went off the rails and missed the boat is with the Central Bank balance sheet expa…
How in the world can anyone short anything in this market with central banks expanding their balance sheets, plethora of meme stocks and a market full of new investors who think of the markets like they're betting on this week's football game?
I'd …
Hey Lewis. You wonder. Reminds me of Robert Kessler recent talk on wealth track. Cash is NOT trash. I remember seeing him maybe 40 years ago on a TV investment show stating to buy 30 year zeros. That's when I was a young buck watching TV after …
So....risk with no return? Spaghetti bowl of holdings where you have little idea of what you really own... derivative of a derivative..
Got burnt with iqdax. Stung with poor timing with bivix
No thanks
Good luck to all
Baseball Fan
Putting my home of 26 years in the burbs of CHI on the market next week...spent the past several weeks, cleaning, fixing, prepping...every few weeks I wait the prices in the neighborhood go up by $10k....we'll see what happens. Going with fixed fee…
Nah Lewis...the anti-woke are just fed up with this faux social justice theme...what folks are really saying when they are against all the "wokeness" is they are against socialism, lawlessness, marxism and are for consitutional freedom and liberty.
…
Hey team
Never said go ahead and pollute, consume excessively etc. I try to take care of the environment best I can as well. Just don't care for the faux signalling..and marketing bullspit, I really do believe that the ESG investment is kinda a sur…
All a bunch of bullsheet. So. You invest in a ESG fund to do good but you live in a house instead of multi family... you're using up more energy than you need... credit card companies handcuff folks with less means to pay off high interest charges…
@Derf...no one knows, right?
Some technical chart types (I know some on this board scoff at this) see a bad moon rising...ref JC Parets, allstarcharts blog...does not like the set up here at all unlike Cathie at ARKK...mentions liking NASDAQ short,…
Or is that when the mostly peaceful protests start?
Said it before. We know, we know these markets are artificially propped up and way overvalued. But, we can't stop playing the game.
Play stupid games win stupid prizes, no matter who you are.
…
From the Gambler, Frank, the loan shark, played by John Goodman...(I cleaned up the language a bit)
"You get up two and a half million dollars, any arse in the world knows what to do: you get a house with a 25 year roof, an indestructible Jap-econo…
@MikeM...they are just guessing like the rest of us...no one knows what the markets are going to do over the next several months...likely go up as long as the fed keeps pumping $120B/month, unless something happens to turn investor psychosis, er, I …
Don't forget @hank, @JD_co...many of the financial advisors, commentators and the like have only come of age during central bank balance sheet expansion...they are the experts now, borderline mocking the wise elders such as Munger and Buffett, how t…
So the Schmeissing continues...
TTD whacked the other day...now today..Lemonade...LMND.
What could possible go wrong with co's of these ilk?...buying insurance on your phone via an app...with a company name that a child would come up with...are yo…
Hi @JD_co..from Hussy's latest commentary...comes down to investor psychology...what fed, central banks have done is make it uncomfortable for inwestors to hold 0% monies, thus they step out onto the risk curve, overvaluation be darned...so the ques…
So.... what happens if the market craters by 25-30-35-40-45%? Does that mean all the balance sheet expansion, Bailout, er handout for the rich last March as Lewis B would likely call it goes for naught?
So... is this the sheissefest referenced e…
So ya took it on the chin a tad today
My hussy was the only green today, HSGFX +0.23% , PMEFX down -0.34%, FPACX down -0.66%, newer holding BIVIX, FEVAX, went the wrong way both down over 100 bps...my HD stock, ouch mommy....hopefully tomorrow is …
@Starchild, you must be refereing to the Kummelweck roll which has the kosher salt and caraway seeds...if in Buffalo you need to go to Charlie the Butcher's for one of these.
Come to think of it, I haven't been to Buffalo that often, last time was …
Do like commentary from JC Parents, all star charts blog re when to buy after a market wham-o drawdown....after the pull back, buy on the way UP when the % of NYSE stonks above 200 moving day ave gets back above 15%
Who knows if this will work next…
@JD_co..additionally what got my attn is that in most recent fund commentary, mgr states "we feel well positioned for what lies ahead...and...we could not be more enthusiastic at the opportunities ahead of us.."
Hmm. C Wood / ARKK recently stated …
