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.
If you happen to be using "Mail" on an Apple computer you can read any email without actually opening it. Under "Mail / File" choose "Save As". This will convert the email format to a TextEdit file, which can be used to read and check all aspects of…
Thanks for sharing your story but don't be too hard on yourself.
Many extraordinary events have occurred this year which potentially
could — and still may — destabilize equity markets.
"The American people have a right to know the full truth about their felon president.
We deserve to see all of the evidence that Smith accumulated and we deserve to see it now!"
Hear! Hear!
John Dickerson has decided to leave CBS at the end of the year.
https://www.nytimes.com/2025/10/27/business/john-dickerson-cbs-news-exit.html
Certainly other CBS reporters will leave voluntarily or be forced out under the new regime.
Walter Cronkit…
Out of Cuba. Chan Chan. Previously popularized by the Buena Vista Social Club. (The film was produced or directed by Ry Cooder. Anyhow, he was instrumental in getting it out to the public.)
You may want to listen to Ry Cooder's Paradise and Lunch a…
The Week in Charts (11/03/25)
The most important charts and themes in markets and investing...
00:00 Intro
00:24 Topics
01:33 Buy in May and Stay
03:27 Active Managers Go All-In
08:19 A Narrowing Advance
12:12 Big Tech, Big Profits
18:50 The End of…
They for sure won't result in more coffee and banana manufacturing plants.
After Trump's actions topple the governments of Venezuela and Colombia,
"U.S." coffee and banana production will increase significantly!
The Weight featuring Ringo Starr and Robbie Robertson.
https://www.youtube.com/watch?v=ph1GU1qQ1zQ&list=RDph1GU1qQ1zQ&start_radio=1
Many Playing For Change cover songs are really good.
I need to exercize caution to avoid going down a rabbit…
Playing For Change is SO GREAT! Here, covering Led Zeppelin.
Zeppelin is one of my favorite all-time bands.
This version of When the Levee Breaks is great!
"MAGA freaks out over the removal of small town statues from the 1950s
that honor people who fought for slavery. They consider them heritage!
But, tearing down half of the WH and replacing it with this monstrosity, seems to work for them."
Oh, the…
There have been a number of manager changes at Vanguard International Explorer (VINEX).
Schroder Investment Management was the sole manager when Vanguard acquired the fund in June 2002.
AUM grew quickly and the fund was forced to close two years lat…
I like a wide variety of music — rock, jazz, pop, blues, folk, reggae —
and often listen to the various Daily Mixes that Spotify makes for me.
Songs from the following artists/albums were listened to recently.
Cannonball Adderley, Something Else
Th…
"But timing is everything and I think morningstar stated that most equity mutual funds
show Investor return to be less than NAV return over 3-15 yr periods because people
buy funds when they've already captured much of the upside over those periods.…
VOO and QQQ (or QQQM) are the only funds I would purchase.
Very liquid, low expense ratios, low frictional costs, and ample diversification.
Active management is nonsense in my opinion.
Passive funds like VOO and QQQ are tough to beat for investors
…
The red carpet is rolling out for Trump across the world — and there’s a reason.
It’s about respect and a desire to do business with America again.
You are misinterpreting events once again!
President Trump is emotionally insecure and he reacts
fav…
Hi @catch22,
It seems like Frankenstein would be a good song to test speaker placement.
Thanks for the link to Monster Slash.
Bob Rivers, a renowned DJ, created many song parodies he called Twisted Tunes.
I thought Rivers created a Monster Mash par…
Western Digital reported better-than-expected quarterly earnings.
Revenue was $2.82 billion which was up 27% year over year.
Gross margin increased from 37.3% to 43.9%.
“'Another impressive beat and guidance underscores the strong demand for HDDs,'…
From Markets A.M. newsletter by Spencer Jakab.
On this day in 1933, Albert H. Wiggin, former president of the Chase National Bank,
testified that his personal investment companies had borrowed money from Chase
to short-sell $8 million worth of its …
From Markets A.M. newsletter by Spencer Jakab.
On this day in 1989, Mitsubishi Estate agreed to pay $846 million for 51% of Rockefeller Center
in New York City, setting off hysteria among U.S. pundits, who claimed that America’s patrimony
was being…
"M* has often been reported as being slow to update."
I've noticed this in the past and have posted about it.
Portfolio Manager updates seemed to be timely in recent weeks (at least when I checked) until yesterday.
I use these memos as a source of advice and counsel and not as source of actionable items.
I feel that I am a more rounded investor for having read and learned from them.
FD1000 believes articles or stories must include information that is currently…
The red carpet is rolling out for Trump across the world — and there’s a reason.
It’s about respect and a desire to do business with America again.
You are misinterpreting events once again!
President Trump is emotionally insecure and he reacts
favo…
A few quick comments regarding the AI-driven suggestions listed above.
A shift towards a two-class system with tremendous wealth disparities —
greater than already significant disparities — is ludicrous.
The masses would revolt.
Local Universal Ba…
"The Committee seeks to achieve maximum employment and inflation at the rate of 2 percent over the longer run. Uncertainty about the economic outlook remains elevated. The Committee is attentive to the risks to both sides of its dual mandate and jud…
"Every capitalist enterprise looks only at the set of financial conditions
and predictions which will likely affect that particular enterprise.
None take into account the combined effects to or of the entire economy.
That's not a criticism, just an …
Spencer Jakab wrote an interesting article regarding spending by the AI giants.
These companies were formerly touted as being capital-light.
Amazon, Alphabet, Oracle, Meta and Microsoft are projected to have capital expenditures
of $354 billion coll…
From Markets A.M. newsletter by Spencer Jakab.
This day in 1929 became known as "Black Tuesday."
The Dow Jones Industrial Average plunged more than 30 points to 230.07, an 11.7% collapse.
At one point during the day the Dow was down 18.5%.
"MAGA idiots have been trained that it's 'us vs. them'.
Fully Duped took the bait 100%.
Everything Dems EVER did or will do is supposedly bad."
This is a classic authoritarian divide-and-conquer strategy.
FD1000 is fully indoctrinated into the MAG…
I am not adding to any U.S.-only equity funds.
I recently replaced two funds — foreign large blend equity and intermediate core-plus bond —
with similar funds after transferring an account to a different firm.
I'm content with my portfolio's overa…
