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.
I think Observant’s post is instructive if my post was not.
All media push too much gloom - I think it is a part of their current business model. I do not think it was like that when I was growing up. Now, I only check for headlines and that too …
Weak dollar, high gold prices appear a reasonable bet. Timing of a weak dollar is a bit difficult to nail down.
(Not related to Tarriffs but because wars was mentioned, I expect overnight tactical military operations but I do not expect any majo…
The 10% on China announced yesterday are on top of the Tariffs already in place. For an apples to apples comparison, are the Tariffs lower on Chinese products than on border countries' products? Another way to look at it is, total $ Tariffs impos…
Rick,
When not in a recession or SPX not in a bear market, the largest single day decline for NVDA stock was 35% which in August 2004. There were two other worse declines in similar circumstances than the decline on Monday (16.4%), which happens …
David,
Thanks.
I remember vividly your description of the hell from that car accident but I forgot you mentioning fentanyl. Glad you recovered.
I just read the quite comprehensive wiki page on fentanyl. This or its variants are so easy to g…
https://www.cnbc.com/2025/01/31/trump-tariffs-on-canada-mexico-and-china-begin-saturday-white-house-says.html
“We’ve got the Super Bowl coming up, and eerily, the amount of people that fit in the [New Orleans] Superdome are almost exactly equal to …
YBB, here or at your site, pl consider adding an extra line for previous reading for OEFs & ETFs right below the current reading.
E.g.,
"OEFs & ETFs: Stocks 60.54%, Hybrids 4.24%, Bonds 17.58%, M-Mkt 17.64%
Allocation as of 11/30 -
OEF…
Edit: what David said.
Please consider giving less oxygen / airtime to nonsense. He feeds on attention - no publicity is bad publicity for him. The media gives him enough. Have you not learned enough about attention seeking posters in this forum…
YBB, I think you misunderstood my request. Are ATS prices not reflected in the real time last trade price (not market depth) quotes we see at the brokerages? This is important for price discovery. Level 2 are available to us at ToS (and probably …
@hank,
I only focus on price discovery and bid-ask spreads. With machines trading against us, these two items are unlikely to stay skewed for too long. YBB can tell us whether all (ATS or exchange) trades have to be reflected in the real time qu…
One universally liked (and very useful) poster no longer posts (or posts very rarely) in this forum because of one other poster whose every post is designed to always draw attention to himself. The poster who has decided to stay away has shared his…
Rick,
In TDS, I assumed D stands for Daddy. As in, Trump fills the Daddy void in real life for some people.
One has to be Godless to pledge unquestionable allegiance to any politician. Weak, broken people. Pray that their souls may be filled …
Tom Bowley's latest video from pre-market on Tuesday -
He is pretty dour on the market and says be prepared for a 10% correction in SPX, down to 5500. I do not recall Tom being this downbeat about the market in the past couple of years.
What …
@WABAC,
I worked in both large public and large private companies. There is a lot of grifting in large public companies. With our conversation, all my unpleasant memories about this came back flooding (I happen to have a short memory for unpleasa…
IIRC from his previous posts, FD immigrated to the US from Brazil, world’s largest producer of coffee. So, you should expect his contribution to the thread.
Are those being sent to Columbia not all their citizens? Why do we need an agreement with Columbia to send their people back to them?
I am just trying to learn about this mess.
Thanks. I will have to find the YouTube video you suggested to answer the following:
Who is SK?
Who built and licensed the UAE plant? Where did UAE get their operations personnel?
Is the knowledge of builders of nuclear aircraft carriers no…
@Mark, Interesting, they call it outlook. May be “quarterly review” is a better title. QQQ is my largest holding and I do not think about it most days - same with SPY. In any case, what is the food?
It shows my portfolio bigger than I expected. I may just stop updating the portfolio with any changes and save some time, until there is an all clear from sufficient number of you.
Did M* portfolio update issue fixed? I could not tell and wanted to check with you guys.
Edit: Looks like the daily change can be wrong on some tickers as it is picking up the difference from end of Thursday.
I guess Gloomberg thought showing percentage declines would not catch readers' attention!
I generally do not read their articles or watch them except occasionally Bloomberg Technology and ETF IQ and regularly Real Yield. Even then I have to appl…
Let us not be cheerleaders.
Good day to make sense of various tickers in one’s watch list / portfolio. We are also in earnings season and so make sure to account for earnings release related news before jumping to conclusions.
Also don't forget that when a fund manager publicly offers a prediction, they've probably already made their move to prepare, so people acting on their words in the media may not be as 'timely' positioned as they think.
Thanks for the PSA. Good r…
Will DeepSeek be the pin to the bubble?
Stay tuned.
YBB,
Necessity is the mother of invention. US companies have lost their minds with unlimited access to capital and Nvidia chips. So, they did not have to be disciplined. A $500B joke!
Corpo…
