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.
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BaluBalu
Professional Experience:
Corporate Finance (Corporate Venture Fund investments, International and Treasury finance, Public Debt issuances, M&A, Joint Ventures, Planning, Business Divestures, SEC filings);
Policy and Legislative & Regulatory Affairs - Washington DC;
Capital Markets - London and NYC;
Commercial Bank Lending;
Field Biology.
Tom Bowley (mentioned and quoted extensively by one of the posters) was uber bearish and sold portfolio to 100% cash on Friday (https://youtube.com/watch?v=t2QIKw-O2wg). Today, he is live streaming his webinar titled "Bearish Signals Abound: Naviga…
I sold 20% 35% of my Bitcoin ETF and was surprised to see it is slightly up today but off 8+% from today's low. GLD is up too. If anyone is tracking meme coins, please post how they (as a group) have done today. I suspect not too well, given Ethe…
I read the article linked in the OP. The rule of law clause goes to ensure that the local cartels can not extract from European companies doing business in LAC. In other words, the local governments needs to have tighter agreements with the cartel…
+1
Now the illegal migrants and drugs can pass under the protection of 10,000 soldiers. Any agreement that does not tie to verifiable numbers is just another Houdini’s act.
Imports into the US -
EU imports went from $200b in year 2000 to 600b now; whereas Canada imports went from $200b to 400b. I am sure EU membership has expanded during that period but still that much more imports from a region that presumably is a …
Bloomberg terminal is indispensable for professionals. So, not everything Bloomberg offers is Gloomberg. I had a subscription for its online Bloomberg.com and I still was reading only the headlines.
Everyone is different. My portfolio does bet…
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.
