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.
"A group representing General Motors (GM.N), Ford (F.N), and Stellantis (STLAM.MI),
blasted President Donald Trump's trade deal announced with the United Kingdom,
saying it would harm the U.S. auto sector."
"'Under this deal, it will now be cheaper…
I enjoyed the inaugural article and the article for "building a chaos-resistant portfolio".
I haven't had an opportunity to read all the May 2025 articles yet...
Glad that you're chugging along just fine!
The "major trade deal" with the UK is not as comprehensive as some may have suggested.
"Trump declared on social media this announcement would be a "major trade deal" - it's not.
He does not have the authority to sign the type of free-trade agreeme…
As expected, regardless whether or not tariff policies are prudent,
the MAGA faithful are likely to trumpet any perceived tariff "wins."
They seem intent on justifying the numerous senseless (or illegal) actions initiated by the current administrati…
"The typical textbook treatment of GDP is the expenditure approach,
where spending is categorized into the following buckets:
personal consumption expenditures (C); gross private investment (I); government purchases (G);
and net exports (X – M), com…
"58 crypto wallets have made millions on Trump’s meme coin."
I wonder, if by chance, some of these 58 crypto wallets belong to people in Trump's inner circle?
"The $TRUMP event, set for May 22 at Trump National Golf Club, Washington, D.C.,
includ…
There will be a reckoning sometime later this year.
It seems likely that second-quarter GDP will decrease while inflation climbs higher.
Despite the recently announced "comprehensive" tariff agreement with the UK,
negotiations with China and the EU …
"They will be available only in Morningstar's expensive professional products."
The article mentioned ratings will be displayed on Morningstar.com
"as well within products in the Direct Platform, including Morningstar Direct,
Direct Advisory Suite,…
"It feels rather as if Trump is throwing any strong words he can at the wall
to distract from a series of news stories that are not going his way."
Bingo!
It's really disappointing that Trump is often incapable of verbally expressing coherent thou…
"But I would also have included Michael Price."
Mr. Price was a legendary value investor.
I was invested in his Mutual Beacon or Mutual Shares fund in the mid 90s.
You can stock up on TP at Amazon.
Only $3.20 / 100 sheets.
Amazon TP
While shopping there, you could also purchase a toilet brush with a similar theme.
Amazon Brush
Vancouver B.C. is only a few hours drive for me.
I haven't visited the city/area in a few years and was thinking of going this year.
Due to all the tariff shenanigans, I think I'll pass for now.
@msf,
I previously saved the Christine Benz article from May 2019 locally on my computer (M* link now broken).
Benz used the BBgBarc US Treasury 5-10 Year Index (MidT) to represent intermediate-term Treasuries.
The BBgBarc US Treasury 20+ Year Inde…
"My reference to “longer better” was only when the house is burning down (2008)."
@hank,
Understood. I wasn't challenging your statement.
My comments concerned diversification in general.
Unfortunately, I didn't make this very clear.
A 23.26% gain …
"If things get bad enough the very highest quality bonds will shine - and the longer the duration the better.
That was the case in ‘07-‘09 when the house nearly burned down (financially speaking)."
Medium-term and long-term Treasuries have historic…
Regarding DODBX, a new committee took over management of the fund in May 2022.
The team made changes to reduce volatility and increase diversification.
More international stocks were added as were short-term TIPS (new to the portfolio).
The team als…
From Morningstar's 2025 Diversification Landscape report (link in preceding article).
I haven't read the entire 50+ page report.
Key Takeaways:
• The plain-vanilla version of a 60/40 portfolio (made up of US stocks and US investment-grade bonds…
"There is no accountability for the POTUS nor for those closely associated."
This really irks me!
Trump & company have no respect for the rule of law
and they're not too fond of the U.S. Constitution either.
Unsure???
"President Donald Trump …
Thirty-two percent of professional investors in Barron's Big Money poll are bearish while twenty-six percent are bullish. These are the largest and smallest percentages, respectively, since 1997. Optimists believe the S&P 500, Nasdaq, and the DJ…
I've been aware of Warren as Berkshire CEO my whole adult life.
Like all of us. So extraordinary.
I think I admire him most for his continued modesty.
He's very plain-spoken and there are no airs about him.
I admire that as well.
Thanks, @catch22.
The video is hilarious but the stark reality of the Trump administration is so sad!
"The Shriners wouldn't let these folks drive the 'clown' cars."
I agree. :-)
The Week in Charts (05/03/25)
The most important charts and themes in markets and investing, including:
00:00 Intro
00:20 Topics
01:21 It's All About Earnings Again
04:58 The Tariff Division
11:46 A Technical Recession?
15:26 Positive Jobs Report W…
Yes, it's amazing how many lives have been saved!
What's also amazing is that DOGE saved $150B by cutting government "waste, fraud, and abuse!"
So it's not surprising Trump states this is "the most successful first 100 days of any administration
in…
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.
This thread was started because Trump threatened to fire Powell.
It would be idiotic to …
I tried switching from my iPhone to a Google Pixel a few years back.
I lasted one day. Returned the Pixel and sped to the Apple Store begging them for a new iPhone ... and to be let back in the family. Damn the cost. Slave for life.
The iOS vs And…
This thread has veered off track.
I'd suggest that those who wish to discuss/debate T/A use the following thread.
https://www.mutualfundobserver.com/discuss/discussion/63742/timely-t-a-for-stock-investors#latest
"And when you buy an ETF, there's always the question of whether you should buy it now, no wait, now, no, NOW. Limit orders can help with that but then what's the 'correct' price to choose?"
I never place ETf buy orders during the first or last 30 …
Today Vietnam marked the 50th anniversary of the fall of Saigon and the unification of the country.
PBS News Hour aired a segment regarding the two countries relationship after the war in tonight's broadcast.
https://www.pbs.org/newshour/show/a-…
