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.
"Remember, the more Trump feels like he is losing control the more out of control he gets."
— Leigh Ann Caldwell
https://www.pbs.org/weta/washingtonweek/video/2025/11/washington-week-with-the-atlantic-full-episode-112125
From Markets A.M. newsletter by Spencer Jakab.
On this day in 1985, the S&P 500 closed above 200 for the first time, finishing the day at 201.41.
It had taken the index more than 17 years to double.
I did not find "authoritative" information via the DFA website or elsewhere.
PDFs from two financial services firms did include the following statement.
"Unlike traditional fund managers where advisers can place business immediately,
advisers must …
"JAGs typically play an integral role in defining the legal parameters of any military operation,
and often their collective advice would be the primary guiding principle as political leaders
decide whether to take such action, according to the curr…
Do Dimension advisors have to pay for the privilege?
Dimensional previously required advisors to undergo specific training before they could offer Dimensional funds.
I don't know if this is still the case or if there are any additional "pay-to-play"…
[snip]
Remarking that “nobody cares” about Cheney’s funeral, Trump said he expects the turnout at his funeral
to set records, noting, “Every day, people say to me, ‘Sir, I can’t wait for that day to come.’”
I myself can not wait for that day to come!
"As President Trump’s administration has moved to loosen regulations on cryptocurrency and pledged
to make the U.S. the 'crypto capital of the world,' his family’s ties to the industry are raising ethical concerns
and blurring the lines between busi…
I'm pleased to report a recent development which may lead to a very good week for the country!
"Today, in a hearing to consider whether Trump was prosecuting Comey vindictively,
U.S. District Court Judge Michael Nachmanoff questioned Halligan herse…
From Markets A.M. newsletter by Spencer Jakab.
On this day in 1991, Cascade International, a fashion chain ranked No. 26 on BusinessWeek’s 1990 list
of “hot growth companies,” said its chairman had disappeared—as had more than 200 stores.
He had c…
A reporter asked Karoline Leavitt if President Trump wants to execute members of Congress.
Ms. Leavitt immediately replied "no."
She went on to state (paraphrasing here) that sitting members of Congress created a video
which encourages military mem…
You ain't the only one.
You think it's just a coincidence that Trump threw that into the pot a few days ago?
No coincidence at all.
Just another step in Trump's months-long obfuscation campaign.
"I used this to listen to data signals, as one could become 'familiar' as to what certain data 'sounded'
for troubleshooting. With this visit, the unit was still down. Listening to the circuit I could now hear,
loud and clear, a local rock FM statio…
"A federal grand jury charged U.S. Rep. Sheila Cherfilus-McCormick, D-Fla., with stealing $5 million
in Covid-19 disaster funds — a chunk of which was then illegally contributed
to her 2021congressional campaign, the Department of Justice said Wedne…
"Trump’s remarks — made in a joking tone — come amid increased pressure on the administration
from voters to lower the cost of living. The US central bank is responsible for setting short-term rates
that influence borrowing costs across the economy.…
On a somewhat related note...
Artist Maurizio Cattelan's work "America" just sold at auction for $12.1 million.
This masterpiece will reportedly be gifted to Donald Trump who is widely known to be a connoisseur of fine art.
The fully functional wor…
"Nvidia reported record sales and strong guidance Wednesday, helping soothe jitters
about an artificial intelligence bubble that have reverberated in markets for the last week."
"In recent weeks, investors have sold off big tech names, worried that…
The Week in Charts (11/17/25)
The most important charts and themes in markets and investing...
00:00 Intro
00:52 Topics
01:58 Why the 50-Year Mortgage Is a Terrible Idea
10:02 How to Make Inflation Spike Again
13:29 This Is The End
17:44 Burry’s Be…
GQG’s Rajiv Jain: Why the AI Bubble Is Poised to Burst
"Jain came early to the view that today’s stock market is 'much worse' than the dot-com bubble,
which he acknowledges has 'already cost us performance in the short run.'
But he maintains that A…
"The bill forces the release within 30 days of all files and communications related to Epstein,
as well as any information about the investigation into his death in federal prison.
It would allow the Justice Department to redact information about Ep…
"When Saudi Crown Prince Mohammed bin Salman (MBS) arrived at the White House yesterday,
he was met by a Marine band, officers on horseback carrying the Saudi and American flags,
and fighter jets flying over the White House in a V formation."
"It w…
Jeff DeMaso reported that incorrect expense ratios were listed in the regulatory filings for these ETFs.
"Vanguard’s initial regulatory filings (on Thursday, Nov. 13) listed expense ratios
between 0.13% to 0.17% for the new ETFs. The numbers caugh…
From Markets A.M. newsletter by Spencer Jakab.
On this day in 1938, Robert Edward Turner was born.
After taking over his family’s advertising business, Ted got into TV.
He started in 1970 with a single independent UHF station in Atlanta.
He launche…
Previously, I regularly read Nick Maggiulli's content on his Of Dollars And Data website.
After Maggiulli released his book "Just Keep Buying," his articles often touted the book.
I stopped reading his content at that time.
U.S. intelligence agencies concluded that Mohammed bin Salman (MBS) approved the murder
of Washington Post journalist Jamal Khashoggi.
Donald J. Trump has once again chosen to refute an "inconvenient" finding from U.S. intelligence.
After arriving …
PBS News Hour aired a segment last week which discussed military members
seeking outside legal counsel for some of the Trump administration's missions.
https://www.pbs.org/newshour/show/military-personnel-seek-legal-advice-on-whether-trump-ordered-m…
OMG.
I've seen the videos of Tacoma Narrows failing in the wind!
Bouncing around like a magician's trick.
Holy cow.
The Tacoma Narrows Bridge was nicknamed "Galloping Gertie."
It was the third longest suspension bridge at the time.
When viewing foo…
From Markets A.M. newsletter by Spencer Jakab.
On this day in 1883, the U.S. divided itself into four simple time zones for the first time,
replacing the old system in which each state had dozens of mini-zones differing by a few minutes from the ne…
Is anyone knowledgeable enough?
Wait! You know what is missing from this discussion?
Someone to advise us all not to listen to the "experts".
Someone to point out that everyone is "usually" wrong.
Someone who fails to see the irony of that.
Perhaps…
“The president defended Saudi Arabia Crown Prince Mohammed bin Salman
in response to the question about Khashoggi’s death, which U.S. intelligence
has found was likely ordered by the Saudi government.”
“But it was Bruce’s question about why Trump h…
But G firmly believes the dollar will suffer long term as the Admin “preps” for the election
with more stimulus and also as the Fed moves on from Powell.
Of the proposed $2,000 tariff rebate, G disparagingly calls it a “bribe.”
He views private cred…
