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.
grift is the only thing that matters to trump :
does he have another route to make daily tariff decisions\reversals based on bribes in 1-on-1 nation deals ?
things like a scotus loyalty test, refunds, etc...are considerations for his entertainment…
is the HOA covered under 'real estate agent' category?
w/out explicit details, this looks like a 'gotcha', which is why i dont bother much except uniform cash back. (recently, my amex had rewards for all internet fees...except google fiber. not th…
back to relevancy to original topic, i had already seen about half the sources from claude, and unsure how much benefit i gain by examining more.
my main takeaway on re-industrialization is this :
are we on track for correct prioritization AND impl…
hard to make more of these things other than (yet another) fragility indicator.
what happens when tech infrastructure capex no longer makes up for consumer spending in gdp?
same or more consumer spending by the wealthy, for things they certainly do…
call me amazed that Dems didnt fall for the MN retraction headfake.
there is nothing to trust here until after DHS realizes the money has been shut-off indefinitely.
we will be very lucky if only the flying public (TSA) has to sacrifice before any…
trump cronies have shown the only skills needed are over-talking, deflection, and irrelevant\false trump cult propaganda. fingernails-on-chalkboard screeching is no longer exclusive to ex fox hacks.
but no comey, james, nor mark kelly !? hey trum…
BAH, which lost pentagon contracts not due to project incompetence, but as punishment for a contractor leaking trump's taxes (the person was imprisoned for returns trump himself promised to release).
BAH is partnering with palantir as a backdoor …
i doubt anything can dent trump worship outside the austin area.
given the sheer number of immigrants (in TX), why isnt trump sending ICE and NationalGuard from other states?
we all know the reason, which is that trump is chickenshi+ of affecting al…
@Shostakovich
well, one may argue 'is it post-hoc yet?' but all evaluations are such.
take this month's notable scam, bitcoin treasury companies.
despite every single warning element of probable outcome, there will be people that claim they made m…
generally, and for me, growth trap revenues havent peaked but fall below consensus over x timeframe. value trap revenues do not recover to some past mean\median.
graph from gmo , who splits them per MSCI Value and Growth indices with consistent de…
one of trump's most repulsive weasels is Kennedy center prez dick grenell.
just a few weeks ago, he was 'overtalking' questions on pbs on how he and trump have put the center back on a profitable footing.
now he is busy retrospectively justifying t…
here's the thing...only 2 items are of real priority for trump.
1. delay prison until natural causes (most likely will accomplish)
2. grift on the biggest scale possible.
this one is just ramping up in 2026.
the $10b lawsuit against the irs is a s…
fitting that the Melania movie showing was the euthanasia served up to this suffering center.
clearing the way for some old school trump\gop construction grift.
there is also some gatekeeping by corporate HR for plan options, and the corruption (in selection) has been reduced by employee demand for index vehicles. mostly gone are the +2% active fund fee takers, replaced by +1% fee closet indexers.
howeve…
in case anyone else took this seriously (as i did, well within the realm of possibility), this incident seems not true.
DEPENDS for daily uncontrollable verbal excretions remain elusive.
there has never been any asset\commodity\stock where a single 30% drop would not be considered a crash. and nothing such, if considered normal, could survive long.
if one looks at the highest 10yr volatility 'asset' , it is currently bitcoin at ~7…
its clearly marketing, as the etf itself should be analyzed as any other (high fee closet indexer, etc...)
by the way, some groups pay trump marketing rights, and some have paid trump to remove previous marketing rights (most notably in trump-name…
MN residents (any any trump historian) know this is a headfake, see walz atlantic interview and
https://popular.info/p/how-legacy-media-fell-for-trumps
given gun popularity in blue MN , when will citizens that feel threatened act?
despite all thi…
someone tried to explain to genXYZ'ers that gold was like physical crypto.
that cohort didnt know they would also get a bit of free fraud protection...or at least something they can make a run on.
sadly no.
10s of millions of MAGA support trump though any crime\disaster. trump has dismissed all their concerns save for entertainment value, and doesnt need them until prison may again be a real threat.
each blue state is on its own. corpora…
FRDM etf still exists and thriving.
highly commendable process.
https://etfarchitect.com/wp-content/uploads/compliance/etf/press_release/FRDM_Investor_Presentation.pdf
hilarious that perpetually lying MAGA cronies report 2nd-hand apologies to trump as if they are meaningful, while actual binding deals are being executed.
'"Carney, who was very aggressively walking back some of the unfortunate remarks he made at …
PM narratives, especially gold, seem to inflating faster than the online trump grift tracker.
how about the simplest possible explanation?
people all over the world have agreed, by action, that it is inevitable that trump destroys the purchasing…
FYI, often stated he was moving Smead Capital to a red state. all costs ultimately borne by clients.
doesnt seem great again. but i read the quarterly letters, much shorter nowadays.
axiom #0 : assume direct and indirect grift for self, friends, family...save 99% effort for any other explanation.
https://oversightdemocrats.house.gov/trump-family-corruption-tracker?1
that statue, which had permission and was private property, was ordered to be taken down late at night and broken in the process.
unlike other trump pilfers, this will not be found stored at mar-a-lago.
as trump says, where is the judges' army?
another reason scotus verdicts are mostly a trump loyalty test. regardless of how they rule, its only the feared potential impact on individual gop members down the wrung determines the extent compliance i…
there is something amazing regarding posters that have demonstrated no ability to ever differentiate between correlation and causation.
even though they dont invest in equities, they seem to avoid posting on days after the market closes down!
carney speech : A+
carney on tough Q&A : B-
so this is what a leadership sounds like when one actually comprehends the topic.
amazing how far behind america has fallen...is trump even the same species ?
no, the gop damage is not short term, which is 99% the active part of the market.
the passive part , in indexes, still has supply&demand automated 401k flows, propping it up but bringing its own fragility.
plus, the market has adapted to the fa…
