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.
Trump Unhinged - Part LVI
"In addition to the Medical, I have done something that no other President has done, on three separate occasions, the last one being recently, by taking what is known as a Cognitive Examination, something which few people …
Has Donald Trump Finally Lost It?
"Donald Trump’s mental decline has gotten worse.
Why is the media only barely starting to report on it?
And why won’t they ask who’s really making the decisions in the White House?"
"Unfortunately, around year 2000 an ultra-conservative outfit took over the station
and turned it into a right-wing talk outlet devoid of music."
There has been major consolidation within the radio industry.
Local radio stations are increasingly ow…
Actually, Trump may deserve at least part of the Nobel prize (a semi Nobel?) for
having "done the most or the best work for fraternity between nations".
He has succeeded in driving most of the European nations closer together
in their reaction to hi…
I did not own many LPs as a teenager/young adult since I often listened to the radio in those days.
I started building a sizable CD collection a few years after they became available.
Some music aficionados do swear by LPs — many praise a "warmer" s…
@FD1000,
Will you be supporting Donald J. Trump's nomination for the 2026 Nobel Peace Prize?
Are you going to stand by your glorious leader during this critical time?
After all, Trump, — almost single-handedly — stopped 8 wars in 10 months!
Who cou…
From Markets A.M. newsletter by Aaron Back.
On this day in 1906, Grace Murray Hopper (née Grace Brewster Murray) was born in New York City.
She later served in the U.S. Navy, rising to the rank of rear admiral,
and invented the COBOL computer langu…
[snip]
Comments: It's a "a politically motivated attack" when someone notes that Trump did it,
it's “deceitful and potentially criminal” if others do the exact same thing. How very Trumpian.
[snip]
It's just a matter of interpretation!
Good is bad…
@FD1000,
Many U.S. farmers voted to elect Donald J. Trump in 2024.
Trump's tariffs have had a devastating impact on farmer's livelihoods!
"Trump’s tariffs have hit farmers particularly hard, making imported goods like machinery and fertilizer mor…
The Supreme Court is expected to rule on Trump's tariffs imposed via the IEEPA.
No other president has used the IEEPA (passed in 1977) as a means to justify tariffs.
The Trump administration will unfortunately use other regulations to impose tariffs…
" In the late 70s or early 80s while away during the summer, it got so hot inside the house
that most / or all of the library of 33 rpm albums partially melted and were warped beyond use."
What a terrible experience!
It hopefully wasn't too difficu…
+1 @Anna.
If I were Summers I wouldn't want to show my face anywhere and I don't feel bad for him at all.
AND most importantly where is the support and outrage with respect to these now young women
who were harmed along the way. Such 'effed up prio…
I'm wary of recent efforts to allow private equity and private credit in retirement plans.
Retirement savers may not benefit financially although it may be lucrative for firms
offering these investment products.
Larry Summers exhibited poor judgement with his association to Jeffrey Epstein.
However, no criminal charges have been made against Mr. Summers.
It appears that the American Economic Association's lifetime ban is extremely punitive.
@FD1000, what gift are you going to bring Old_Joe from Costa Rica?
@FD1000,
May I provide a suggestion?
Costa Rica is well known for high-quality Arabica coffee.
Quality coffee purchased from a plantation or a reputable local roaster
paired with a …
On a somewhat related note...
"MFO’s founding mission is to 'write for the benefit of intellectually curious, serious investors—
managers, advisers, and individuals—who need to go beyond marketing fluff,
beyond computer-generated recommendations an…
MAGA Is Cracking Up, But Beware
"Why now?
Because the MAGA base that every congressional Republican is so afraid of
and solicitous toward is falling apart.
They’re finally seeing Trump for what he is: a man without principle except getting richer…
The following advantages were stated (among others) for the new Morningstar Medalist Rating:
• Identify strategies Morningstar believes should be able to outperform their Morningstar Category average
on a risk-adjusted basis over time.
• Call out …
[snip]
2. There will be no performance related input as the performance-alpha
of the old/current Medalist Ratings will be dropped.
I think that people in future may find highly-rated (new) Medalists whose performance stinks.
[snip]
Bottom line? By …
I read this last night.
One of the goals of this newly concocted "National Security Strategy"
is to disassociate the U.S. from its long-time European allies.
This short-sighted plan will actually decrease national security.
For example, the U.S. be…
FIFA leveraged one of Donald J. Trump's innate weaknesses
to prevent him from harming the upcoming World Cup games.
It still ain't the Nobel Peace Prize that Trump lusts after!
"Trump isn’t just destroying the White House to make room for a vanity ballroom —
he’s selling it off to the highest bidders, who conveniently need favors from his regime.
The giant ballroom is Trump’s monument to corruption."
https://robertreich.…
does anyone use this for allocation\buy\sell decision making?
1,3,5,10yr ? weighted?
annoying m* doesnt provide this simple analytic.
M* published a lengthy 2025 Diversification Landscape report which includes numerous
three-year correlation matr…
Update: For some reason, Fido can't get rid of the notice on the preview page that there's a TF
($49.95) for any purchase of any NTF fund. But, a csr told me today, the TF will not be charged.
I tested that assertion today, and it seems to be right.…
@JD_co,
"If there is a farmland option for the small investor, please do share."
A quick search showed two potential options but I haven't researched either one.
https://acretrader.com/
https://farmtogether.com
Edit/Add: I believe that only high-…
REITs correlation with U.S. stocks increased after REITs became more accessible to average investors.
Gold has roughly kept pace with inflation over longer time periods.
Gold is overrated as an inflation hedge — it worked well during some, but cert…
From Markets A.M. newsletter by Spencer Jakab.
On this day in 1856, Jacob Little, one of Wall Street's biggest speculators,
went bust with unfunded liabilities of $10 million.
Here is some additional information regarding three new bond categories M* added on 10/31/2025.
Excerpted from an article written by Eric Jacobson from M* which I'm unable to find online.
"In that spirit, we recently broke out three new groups,
inc…
Has Trump pardoned him yet?
Keating died in 2014.
If Keating was still alive, it seems that he would be a prime candidate for a Trump pardon.
Britannica provides an informative biography about Mr. Keating.
Remember the Keating Five?
https://www.b…
The WSJ provides additional details regarding Vanguard's new TDf series and other firms' offerings.
https://www.msn.com/en-us/money/markets/vanguard-joins-push-to-offer-401ks-with-a-regular-payout/ar-AA1RDbFc
From Markets A.M. newsletter by Spencer Jakab.
On this day in 1991, Charles H. Keating, Jr., the kingpin of the savings & loan crisis,
was convicted on 17 charges of California state securities fraud.
