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.
Donald J. Trump's stated rationale:
“'We have subsidised Denmark, and all of the Countries of the European Union,
and others, for many years by not charging them Tariffs, or any other forms of remuneration,'
Trump wrote in a Truth Social post on Sa…
“'I see Kevin [Hassett]’s in the audience and I just want to thank you,
you were fantastic on television today,' Trump said.
'I actually want to keep you where you are if you want to know the truth.'”
“Market expectations that there will be two qu…
In a M* interview, Steve Romick revealed that he was 13 years old in 1976.
Romick will turn 63 years old sometime this year.
Mark Landecker and Brian Selmo have co-managed FPACX alongside Steve Romick since June 2, 2013.
All three co-managers have i…
Dan Ivascyn also thinks diversifying beyond the U.S. is a good idea.
"Dan Ivascyn, chief investment officer of Pimco, told the FT that the $2.2tn fund manager
was 'diversifying' its portfolios as it contended with the US president’s rapidly changin…
"In The Atlantic, national security scholar Tom Nichols noted that Trump’s determination
to seize Greenland from Denmark, a country with which the U.S. has been allied for
more than two centuries, is 'extraordinarily dangerous.'
Nichols suggests t…
I contacted my senators and my representative and urged them not to vote
for the DHS spending bill unless the aforementioned conditions are met.
I'm not sure what the ultimate effect will be but at least I voiced my concerns.
From Markets A.M. newsletter by Spencer Jakab.
On this day in 1991, the first Persian Gulf war began.
The U.S. transformed Operation Desert Shield into Operation Desert Storm
by launching its aerial bombardment of Baghdad and Kuwait.
Oil prices pro…
Alternate link to WSJ article referenced by bee.
https://www.msn.com/en-us/money/markets/halliburton-and-its-rivals-can-t-wait-to-get-back-into-venezuela/ar-AA1UlikB
Reuters reported today that the U.S. Department of Energy is exploring a scheme
to exchange heavy Venezuelan oil for U.S. medium sour crude in order to fill the
Strategic Petroleum Reserve.
From Heather Cox Richardson's Letters from an American newsletter dated Jan. 15.
"Homeland Security Secretary Kristi Noem told reporters today that federal agents will ask Americans
to 'validate their identity' by showing proof of citizenship if th…
From Heather Cox Richardson's Letters from an American newsletter dated Jan. 15.
"The images coming out of Minnesota have been compared to those of Public Safety Commissioner
Bull Connor ordering police officers and firefighters to use fire hoses a…
From Heather Cox Richardson's Letters from an American newsletter dated Jan. 15.
"While Trump and administration officials insist they have had to crack down violently
on undocumented immigrants because an organized arm of the Tren de Aragua gang
h…
From Heather Cox Richardson's Letters from an American newsletter dated Jan. 15.
"You know what Americans aren’t talking about very much today after Trump’s threat
to detonate the North Atlantic Treaty Organization (NATO) this week
and his threat t…
Some serious props to the good people of Minneapolis, MN for standing tall. Respect.
Keep hearing about impeachments in the background. No traction.
No Epstein file releases or even any related talk about that issue.
Wasn't Bondi to be impeached?
R…
Right. And the gargantuan debt will necessitate QE, or debasement.
A default, by another name: just water down the dollar.
This seems to be the common "solution" for alleviating significant national debt.
The Texas Observer conducted an investigation which identified James Rodden—an ICE prosecutor—
as the operator of a racist X account.
"ICE responded in a letter last March to Congressman Marc Veasey, who represents part of Dallas,
stating that the …
Some lawmakers raised concerns about Donald J. Trump's decision to allow Nvidia
to sell its H200 AI chips in China.
"Matt Pottinger, who served as a senior White House Asia advisor during Trump's first term,
told a congressional hearing that the a…
"Trump’s reign of error and terror is spinning out of control.
Minneapolis becoming a war zone.
Americans murdered in the street.
The Justice Department declaring the shooter innocent.
Investigators quitting.
Oligarchs contributing to the shooter’s…
"The latest gauge on inflation, released this morning, showed prices increasing 2.7 percent
in December compared with the same period a year ago.
Food prices were up 3.1 percent. (Reminder: Trump was elected on two issues:
bringing prices down, espe…
Whoa. ON TARGET.
...I've also learned to like "War Pigs," too. Here's the iteration from Gov't Mule:
I haven't previously heard this version of "War Pigs."
I like it. Thanks!
Hi @jptak,
There are questions regarding upcoming changes to the Moringstar Medalist Ratings.
Primarily, how removal of the Alpha Potential Estimate (APE) will impact scoring and the Medalist Ratings.
If you have the bandwidth, can you shed some li…
"What we are looking at is failed policies that have driven costs much higher,
and a scattered attempt to distract from that by demanding lower rates from the FED,
from credit card companies, from banks, from mortgage lenders.
And by telling investo…
It's not uncommon for funds to lag category peers from time to time.
Generally speaking, I get concerned if a fund materially underperforms its category
for three consecutive years. Performance is analyzed on a case-by-case basis.
Some funds freque…
"Charlotte Clymer, who writes Charlotte’s Web Thoughts, walked readers through Kelly’s citations.
They include the Navy Pilot Astronaut Badge, earned by fewer than 200 service members,
and the NASA Distinguished Service Medal. As Clymer notes, the N…
"Charlotte Clymer, who writes Charlotte’s Web Thoughts, walked readers through Kelly’s citations.
They include the Navy Pilot Astronaut Badge, earned by fewer than 200 service members,
and the NASA Distinguished Service Medal. As Clymer notes, the N…
"You could be next. All of us need to realize this. The people who are being assaulted and murdered are abiding
the law. You could be murdered because Trump’s attorney general has defined 'domestic terrorism' to include
impeding law enforcement offi…
From Markets A.M. newsletter by Spencer Jakab.
On this day in 2000, Federal Reserve Chair Alan Greenspan gave a speech about an imaginary observer
looking back in the year 2010. That future-dweller “might well conclude that a good deal of what we
a…
