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.
@mskursh bring up a good point.
I wouldn't rely on AI to make my final fund decisions.
Does AI consider manager and/or analyst turnover?
Are fund costs a factor?
Does AI examine how the fund firm treats its clients?
Donald J. Trump doubled India's tariffs to 50% as punishment for purchasing sanctioned Russian oil.
There are unintended consequences as a result.
India can now purchase cheaper Russian oil after a price cut.
The pressure from Trump has moved India …
From Markets A.M. newsletter by Spencer Jakab.
On this day in 1776, a committee led by Thomas Jefferson recommended
to the Continental Congress that the U.S. create a basic unit of currency called the “dollar.”
@hank,
Thanks for your input. I've been thinking about commodities (off and on) for a while.
I read Lewis Braham's Barron's article yesterday along with a Morningstar Magazine
story regarding commodities earlier today.
My post was prompted after re…
I've posted the following comments in another thread—they're included here for your convenience.
Another good week for the country!
The Trump administration's handling of Russia's invasion of Ukraine and its inept tariff implementation
have brought…
"I actually have accomplished market timing.
In fact, I’ve never lost more than 1% from any top, while still beating most allocation funds."
This is a person who strokes his fragile ego by posting the same FAKE NEWS ad nauseum.
Perhaps he thinks t…
The Efficient Market Hypothesis (EMH) suggests that asset prices reflect all available information
making it impossible to achieve higher returns via expert stock selection or market timing.
I believe markets are generally efficient over longer time…
A degree from a prestigious university can be advantageous depending on one's career goals.
Selective public flagship schools (Ohio State, UCLA, etc.) can be overlooked in the college search process.
After a college degree is attained, career succes…
@WABAC,
When using MSN links for stories originating at other sites (e.g., Barron's, WSJ),
I'll get redirected to the originating site after multiple MSN links for the same site
are used during a browser session. To get around this, I'll close/reo…
In Europe and Asia, where government stakes, golden-shares or board seats are common,
companies are also restricted from acting quickly on labor or old plant shutdowns.
US companies are much quicker in taking labor or plant/capital decisions.
This …
"He would be a total nothing w/o his daddy's handouts."
"Some people are born on third base and go through life thinking they hit a triple."
-Barry Switzer
Those who invoke and/or constantly bleat 'TDS' 'TDS' TDS' are often the ones suffering
the most from it and the cult mentality ....not just here, but in other forums, media, and networks.
Hear, hear!
I don't know what Donald J. Trump is attempting to accomplish here.
He's like a fish out of water when trying to connect with people who actually work for a living!
His awkward gesturing reminds me of Rachael Gunn's Olympic performance without t…
“'These attacks are not just simple phone calls or phishing emails—
they’re complex operations that involve multiple impersonators,
spoofed phone numbers, and coordinated follow-ups,' Scott Davis,
chairman of the Cybersecurity Association of Pennsy…
Gas hasn’t been this cheap on Labor Day since 2020
https://www.cnn.com/2025/08/29/business/gas-labor-day-travel-energy
"The White House took a victory lap for the lower fuel costs, crediting Trump
with 'fully unleashing American energy dominance'…
The cost of crude oil comprises the largest component of retail gasoline prices.
Key factors influencing crude oil prices:
• Spot prices
• Supply from non-OPEC countries
• Supply from OPEC countries
• The supply demand balance: inventories
• Financi…
I just read the Reuters story.
The Supreme Court's ultimate adjudication of this case will be interesting to watch.
"A divided U.S. appeals court ruled on Friday that most of Donald Trump's tariffs are illegal,
undercutting the Republican president…
Like everything BS does he'll report on it AFTER it happens.
Next year this time he'll be saying I told everyone about inflation a year ago.
You are spot on, sir.
From Markets A.M. newsletter by Hannah Erin Lang.
On this day in 1885, Gottlieb Daimler registers his “Reitwagen” (“riding carriage”)
as German patent DRP No. 36423.
With its wooden chassis and revolutionary gasoline-powered internal-combustion eng…
Your memory is correct.
Jean-Marie Eveillard earned his reputation managing the SoGen International Fund¹ from 1979 until 2004.
Mr. Eveillard was named Morningstar’s International Manager of the Year in 2001
and received its first Fund Manager Lifet…
From Markets A.M. newsletter by Jinjoo Lee.
On this day in 2000, the New York Stock Exchange began trading in decimals,
ending the two-century-old practice of pricing stocks in increments of 1/8th of a dollar.
In theory, investors will benefit from…
From Markets A.M. newsletter by Asa Fitch.
On this day in 1878, Thomas Edison began experimenting with electric light
after returning to his laboratory in Menlo Park, N.J., from a trip to St. Louis.
By the middle of September (the final date is unc…
"The market response to President Trump’s Monday attempt to fire
a Federal Reserve governor was relatively subdued. Don’t let that fool you.
If Trump’s effort to remove Lisa Cook for cause succeeds, and perhaps even if it doesn’t,
this week will g…
@Derf,
Yes, the title of the book is "How Not To Invest."
It became available at my local library ~1 week ago.
I started reading the book yesterday and like it so far.
My current plans are to read it from cover-to-cover.
I'm currently reading an investing book by Barry Ritholtz.
In it, Ted Sturgeon points out that most human endeavors are filled with garbage.
He states: "Ninety percent of everything is crap."
If Sturgeon's observation is applied to the field of ETFs…
From Markets A.M. newsletter by Gunjan Banerji.
"On this day in 1919, the Coca-Cola Co. successfully sold shares to outsiders for the first time,
as a syndicate of banks and brokers from around the country bought 417,000 shares to resell
to retail …
"Where are the rest of senate and congress? They all know that goes against the free market economy."
There was a contingent purportedly in support of laissez-faire capitalism.
Most of these folks have remained eerily silent as government intervent…
"Cook responded several hours later in a statement emailed to reporters through the law office of Abbe Lowell, saying of Trump that 'no causes exist under the law, and he has no authority' to remove her from the job
she was appointed to by former U.…
