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.
The Week in Charts (05/03/25)
The most important charts and themes in markets and investing, including:
00:00 Intro
00:20 Topics
01:21 It's All About Earnings Again
04:58 The Tariff Division
11:46 A Technical Recession?
15:26 Positive Jobs Report W…
Yes, it's amazing how many lives have been saved!
What's also amazing is that DOGE saved $150B by cutting government "waste, fraud, and abuse!"
So it's not surprising Trump states this is "the most successful first 100 days of any administration
in…
Disappointed but not surprised by T's rhetoric.
Nothing good can come from this.
What a surprise?
The SP500 went up nicely since the date you posted the above.
This thread was started because Trump threatened to fire Powell.
It would be idiotic to …
I tried switching from my iPhone to a Google Pixel a few years back.
I lasted one day. Returned the Pixel and sped to the Apple Store begging them for a new iPhone ... and to be let back in the family. Damn the cost. Slave for life.
The iOS vs And…
This thread has veered off track.
I'd suggest that those who wish to discuss/debate T/A use the following thread.
https://www.mutualfundobserver.com/discuss/discussion/63742/timely-t-a-for-stock-investors#latest
"And when you buy an ETF, there's always the question of whether you should buy it now, no wait, now, no, NOW. Limit orders can help with that but then what's the 'correct' price to choose?"
I never place ETf buy orders during the first or last 30 …
Today Vietnam marked the 50th anniversary of the fall of Saigon and the unification of the country.
PBS News Hour aired a segment regarding the two countries relationship after the war in tonight's broadcast.
https://www.pbs.org/newshour/show/a-…
A humorous look at Trump's first 100 days and a recent ABC interview.
Check the ABC reporter's reaction when Trump is asked about the Declaration of Independence.
Some of this s*** is so insane, you sometimes just have to laugh!
https://www.youtube…
No it does not.
Electronic devices, wi-fi, and network ports were intentially removed.
Furthermore, extensive electromagnetic shielding was installed to guard
against incoming or outgoing emissions of electromagnetic frequencies.
If good ole Pete ne…
Executive Branch plans include a secret room designated exclusively for Pete Hegseth.
After imbibing with great gusto, good ole Pete will have a safe space to sleep it off.
I've purchased I-Bonds very late in the month and received the full interest payment for that month.
If I-Bonds are sold very early in the month, bond holders would still receive the full month's interest payment?
I watched approximately the first minute of the video but had to stop after Trump made this comment.
"This week we're celebrating the most successful 100 days of any administration in American history."
I wonder:
a) does Trump believe his own BS?
b…
No surprise from someone who never takes responsibility for bad outcomes arising from his own actions!
He truly doesn't know the meaning of "The buck stops here."
I read a Reuter's story many hours ago which stated that Amazon's small Haul division
considered displaying tariff charges but this was never approved.
"The company said its smaller Haul division, which competes for low-cost buyers with Temu and Sh…
"Through April 28, the S&P 500 was down 7.8% since Trump’s inauguration.
April 29 will be the 100th day of Trump’s presidency.
The last time the stock market performed this poorly was under Nixon in 1973
when the S&P 500 tumbled nearly 10% i…
I'll often read long-term forecasts and the corresponding rationale provided by various forecasters.
This helps me set reasonable expectations for future returns.
I don't use this information for making trading decisions or to upend my portfolio.
I'…
To answer the question in the title - merchants should be allowed to display tariff costs if they wish.
The WH shouldn't interfere with this decision.
Of course, the WH has a distinct preference for consumers to be ignorant of tariff's true costs.
“'Stories we pursued for 57 years are often controversial — lately the Israel-Gaza war and the Trump administration,' Pelley, 67, told viewers. 'Bill made sure they were accurate and fair. He was tough that way, but our parent company, Paramount, is…
Breaking down Trump's first 100 days in office
https://www.pbs.org/newshour/show/breaking-down-the-first-100-days-of-trumps-2nd-term-and-the-effects-of-his-agenda
"We’re gonna win so much, you may even get tired of winning, and you’ll say, “Please,…
David Blanchett researched how average spending evolves during retirement.
He discovered that spending tends to decline in today's dollars
for younger retirees especially those entering their 70s.
At around age 90 to 95 spending can increase sharply…
Sold QLTY yesterday and used proceeds to buy MRFOX today.
I still like QLTY but wanted to reduce overall portfolio risk.
MRFOX has a very attractive upside/downside capture ratio.
@Observant1
Is this fund available as NTF?
I see it as fees only option at Schwab and Fido.
@rmt,
I only checked Fidelity and Schwab.
Subsequent TF fund purchases can be made for $5 at Fidelity
or $10 at Schwab when the appropriate buy options are…
@Sven,
I hold two international equity funds - MIEIX (CIT clone version) and ARDBX.
These are the top-performing funds in my portfolio YTD.
I don't hold dedicated international/global bond funds but my DOXIX fund has minor international exposure.
…
COVID-19 vaccines were developed in record time and helped save many lives worldwide.
What's the plan to prevent an international economic cataclysm caused by the imprudent actions
of a delusional, but very influential, head of state?
@Observant1, if you are Vanguard customers, VZICX, Vanguard International Core Stock Fund Admiral Shares is also managed by Wellington. F. Halsey Morris and Anna Lunden are the fund managers.
Hi Sven,
Thanks for the info.
I'm somewhat familiar w…
Following story was posted in WSJ Live Updates.
"China hasn't engaged in trade talks with the Trump administration, Chinese officials said, denying reports the world's two largest economies have started negotiations."
"'China and the United States…
Took a quick look at HILAX.
Managed by a team from Wellington.
Wellington, which I greatly respect, is the sub advisor for many mutual funds from Hartford Funds.
Seems like a good choice in the Foreign Large Value category.
