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.
"Market participants said the declines in the $29tn Treasury market on Monday reflected several factors, including hedge funds cutting down on leverage — or borrowing used to magnify trades —
and a broader dash for cash as investors sheltered from …
I didn't buy or sell anything today.
Multiple posters on another forum purchased Pimco Dynamic Income (PDI) today.
This CEF has sold at an average premium of 12.85% over the past year.
According to M*, the fund's premium is currently only 5.97%.
The…
I have to admit that I'm not familiar with the NTIP acronym.
There are a several different meanings associated with NTIP:
Naval Treaty Implementation Program
New Teacher Induction Program
Northern Tier Interoperability Project
National Tuberculosis…
I generally agree with your assessment.
But I think we may soon reach a tipping point where Republican politicians, important business leaders,
and some Trump supporters will increasingly voice dissatisfaction with certain administration policies.
I researched the results of President Nixon's meddling with the Federal Reserve
in light of President Trump's recent comments urging Jerome Powell to:
"CUT INTEREST RATES, JEROME, AND STOP PLAYING POLITICS!”
Some here may be interested in the findi…
It seems likely that China will benefit from the ensuing tumult if Trump's tariff "plan" is not modified significantly.
I abhor this outcome which would strengthen our primary foe.
Renowned hedge fund manager Bill Ackman has been a prominent supporter of Donald Trump.
On Sunday, Mr. Ackman recommended a 90-day pause on the implementation of tariffs.
https://x.com/BillAckman/status/1908992002366292286
https://x.com/BillAckman…
Treasury Secretary Bessent is full of insights.
"During an interview with NBC News’ 'Meet the Press,' Bessent called it a 'false narrative' that Americans
who are close to retiring may be reticent to do so after their retirement savings may have dr…
From James Mackintosh, Senior Markets Columnist of The Wall Street Journal, earlier today.
"The big question for traders going into Monday: How much worse can it get?
The selloff has already been one for the record books."
The 'Trump Thump' will g…
I think minor inconsistencies in FD1000's posts were probably just innocent errors.
After all, why would a rational person seek to impress a bunch of strangers on the internet?
Attempts to do so would be utterly absurd!
@FD1000,
Congratulations for venturing beyond the confines of the right-wing media bubble!
Unlike Fox News, USAFacts is a good source for fair, unbiased information.
The following details from the linked article may help readers
better understand i…
Barron's published a good article about tariffs this week.
"The scope, speed and magnitude of the Trump administration’s tariff blitz left investors with a lot of questions.
But one point came through crystal clear: The post–World War II global wor…
There was a sea of people attending the rally in Seattle.
Good mix of younger and older folks.
I'm pleased to learn that many of the nationwide Hands Off rallies were well-attended.
What are the next steps we can take?
"Powell also emphasized that the full impact of the tariffs on the economy aren’t yet clear,
and the Fed will likely stay on the sidelines until it has more clarity about the economy."
“'Our obligation is to ... make certain that a one-time increas…
Markets are down considerably for the second consecutive day after Liberation Day.
As of the current time, the S&P 500 and Nasdaq have fallen ~3.5%.
Thank you sir, may I have another?
https://www.youtube.com/watch?v=Jyz8PTWReWo
Yes, Trump placed tariffs on uninhabited group of islands occupied mainly by penguins
https://www.snopes.com/fact-check/trump-tariffs-heard-and-mcdonald-islands-penguins/
Heard Island / McDonald Islands penguins are fiercely independent and largely insusceptible to subjugation.
These truths aggravated the Trump administration considerably.
After careful deliberation, Trump's team of economic experts concluded that im…
I still find it difficult to comprehend why a guy like this is the leader of the (formerly) free world.
"The stock is going to boom. The country is going to boom."
What an absolute imbecile!
But he may be right that "We’ve never seen anything like…
As usual, Matt Levine does an excellent job explaining the particular details of the situation.
I was not aware of the "nondelegation doctrine."
I posted this in a thread which was subsequently closed - hopefully it wasn't because of something I sa…
@msf,
Thanks for your research. Here are a few of my casual observations.
It may take days to obtain accurate prices for some mutual funds/ETFs via M* Portfolio Manager (free version).
Prices for mutual funds/CITs in my Fidelity 401(k) seem to be …
The U.S. president normally can not impose tariffs - this power rests with Congress.
To circumvent this minor inconvenience, Donald J. Trump declared a National Emergency to:
"Increase our Competitive Edge, Protect our Sovereignty, and Strengthen ou…
The following excerpts are from the Points of Return newsletter by John Authers.
"A further problem is the bizarre mathematics behind the estimates of countries’ overall tariffs, which include currency manipulation and non-tariff trade barriers. No…
"There’s growing concern over massive cuts to the Department of Health and Human Services as Secretary Robert F. Kennedy Jr. works to reduce the agency workforce by 25 percent. Geoff Bennett discussed
the Trump administration's cuts with Kathleen S…
The Week in Charts (04/02/25)
The State of the Markets, including...
00:00 Intro
00:29 Stocks
16:43 Bonds/Fed
23:38 Real Estate/Housing
31:21 Commodities
35:27 Currencies
38:27 Crypto
31:08 Intermarket
50:28 Economy
Video
Blog
I don't condone vandalism or violence.
The OP suggests Democrats are to blame.
I'm not sure who actually committed these crimes but isn't it possible some
perpetrators were Republicans, Independents, Libertarians, or Socialists?
Many people are ext…
@FD1000,
I have to give credit where credit is due.
You are the most prolific Thread Hijacker I have ever encountered!
Congratulations, one more entry can be added to your logbook.
I hope this recent accomplishment brings you great satisfaction.
This was the most expensive court race in U.S. history with more than $80 million allocated as of March 25.
https://www.propublica.org/article/wisconsin-supreme-court-race-most-expensive-us-history-elon-musk
So is this the administration's plan to Make America Healthy Again (MAHA)?
I'm not a health care expert but it seems like these actions may have the opposite effect.
Perhaps I shouldn't be so skeptical and just put my trust in Health Secretary Kenne…
