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.
Memories. Saw B.B. King in the '70s, Great Southern Music Hall, Orlando. "The Thrill Is Gone."
I love this song!
I was fortunate to attend a B.B. King concert in 1991.
@Mona,
I'm not sure if you're concerned about the generic drug or the Canadian pharmacy or both.
Here is some info regarding Canadian pharmacies excerpted from an article linked above.
"Fake 'Canadian pharmacy' websites abound, and it can be hard …
The U.S. has refused to pay WADA's annual dues since 2023 when Biden was in office.
I believe there was a dispute over alleged doping by Chinese swimmers.
How will WADA prevent the U.S. president and other U.S. officials from attending games held in…
From Heather Cox Richardson on March 13, 2026.
Bolded text added by me.
"This morning, Defense Secretary Pete Hegseth spent significant time at a press briefing
at the Defense Department complaining about headlines that say the war is widening
and …
From Heather Cox Richardson on March 13, 2026.
Bolded text added by me.
"Despite reports that Russia is providing Iran with intelligence that permits it to target U.S. forces
in the Middle East, late last night the Trump administration lifted sanct…
"The Iran war has spiked oil prices, triggered retaliatory strikes
against Gulf neighbors and elevated a younger supreme leader.
But will the regime survive?
How will the war end?
And were there military mistakes in the rush to launch the first str…
"Mark Travis has served as the portfolio manager of the Fund since 2018
and co-lead portfolio manager of the Fund since 2019 and is the President of the Adviser.
Hunter Hayes, CFA®, has served as co-lead portfolio manager of the Fund since 2019
and …
″[It could mean] a sustained regime shift from paper assets to hard assets,
and a long overdue repricing of the physical economy that underpins everything else.”
There has been recent discussion regarding pivoting to so-called 'HALO' stocks.
From Markets A.M. newsletter by Spencer Jakab.
On this day in 1986, Microsoft went public at an initial offering price of $21 a share, raising $61 million.
The listing came just one day after Oracle’s IPO.
It might be beneficial for Donald to lose a few pounds.
Note: His head is comprised of 10-15 lbs. of ugly fat and a severely damaged brain which is beyond repair!
Two young men who were apparently inspired by ISIS attempted to
set off homemade explosive devices at Gracie Mansion a few days ago.
Two assailants opened fire at the U.S. Consulate in Toronto, Canada.
Three brothers of Iraqi origin were arrested fo…
From the WSJ.
"The International Energy Agency slashed its forecast for oil-supply growth a day after a historic
emergency-stock release, as the Middle East war chokes flows through one of the world's most
critical oil-transit routes."
"The organi…
"According to the officials, U.S. Energy Secretary Chris Wright gave his counterparts in the
Group of Seven nations the White House’s position Tuesday morning: A massive intervention
in oil markets was premature because the price of oil had recently…
Senator John Cornyn of Texas reversed himself and now supports changing the Senate's filibuster rule.
It's important to note Sen. Cornyn needs Donald J. Trump's endorsement in a tough primary runoff.
Mr. Trump seeks to "reform" the filibuster rule i…
"There is an alternate universe in which Donald Trump is the popular, successful president of his imagination. In this world, Trump has a clear view of the political landscape. He knows he won a narrow victory, not a landslide. He knows that his key…
"President Trump’s suggestions that the war with Iran might soon be over are bringing a new problem to
the fore: Israel and the U.S. have different ideas on when to end the conflict and under what conditions."
"The U.S. also told Israel Monday tha…
"The Persian Gulf energy crunch deepened on Wednesday as the U.S. and Israel launched
new strikes on Iranian targets. Iran retaliated across the region and effectively shut down
the vital Strait of Hormuz, prompting countries around the world to tak…
From Markets A.M. newsletter by Spencer Jakab.
On this day in 2020, the World Health Organization declared that the Covid-19 virus was a pandemic.
The stock market was way ahead of the WHO and was already in freefall.
The S&P 500 lost more than…
"As i stated in earlier post, this administration is full of strategic incompetence."
This is what we get when "leaders" are chosen solely based on their loyalty
to the president and not on their intelligence or subject matter expertise.
"My guess is that he will be forced to pull one of his famous TACO moves.
The real question is whether he really gets to "end" this conflict just by pulling back."
Donald J. Trump appears to be setting the table for a TACO lunch.
But Iran may not s…
From Heather Cox Richardson on March 10, 2026.
"Today, administration officials gave a classified briefing to the Senate Armed Services Committee about the war in Iran. Democrats who spoke to the press afterward appeared to be furious."
"Senator …
Brian Kilmeade should jump a plane to the gulf and set an example of how to be a real man,
by boarding the ships passing through the straits.
I bet he owns a pair of "deck shoes", even.
It would be very noble for Mr. Kilmeade to emulate the change …
Warren Zevon was a frequent guest on the Late Show with David Letterman.
David Letterman was a big fan of Warren Zevon.
As you probably know, Letterman inducted Zevon into the Rock and Roll Hall of Fame last year.
Great job. One graph said it all!
He is gonna ask his daddy Putin for Russian oil.
How pathetic!
"The Kremlin said Trump had called Putin and, in their first telephone call this year,
they discussed Russian ideas for a speedy end to the conflic…
From Markets A.M. newsletter by Spencer Jakab.
On this day in 1999, Nasdaq introduced its Nasdaq-100 ETF.
The ETF closed its first trading day at $51.06.
A year later, the ETF fetched $114.50.
But a year after that, all its gains had evaporated an…
Major disruptions to oil supply can turn a geopolitical event into a significant economic event.
How long will it take for oil shipments to resume via the Strait of Hormuz?
"Question: If Iran hasn't stopped the flow of oil through the Strait of Hormuz, then who has?"
Insurance prices for shipping oil via the Strait of Hormuz have risen sharply.
Shippers have decided the risks outweigh the potential rewards.
From Heather Cox Richardson from March 9, 2026.
"Trump has become so desperate to force Republicans in Congress to limit voting before the 2026 midterms
that yesterday morning he took to social media to threaten them. He said that unless the Senate…
